7X7 ASSET MANAGEMENT LLC Information

100 PINE STREET, SUITE 1950, SAN FRANCISCO, California, 94111, (415) 249-6800

Report Date: 09/30/2013

Position Statistics

Total Positions 22
New Positions 5
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 115

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 0.44%
Technology 99.56%
Transportation
Utilities

22 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MONOLITHIC PWR SYS INC COM 2,389 -5,973 (71.43) 50,000
MAXIM INTEGRATED PRODS INC COM 1,545 -3,398 (68.75) 50,000
E M C CORP MASS COM 3,248 -2,215 (40.54) 110,000
EZCHIP SEMICONDUCTOR LIMITED ORD 2,096 -1,763 (45.69) 75,000
WORKDAY INC CL A 911 -455 (33.33) 10,000
NANOMETRICS INC COM 1,206 287 31.17 72,144
GROUPON INC COM CL A 510 510 New 75,000
JIVE SOFTWARE INC COM 1,707 730 74.77 244,500
GOOGLE INC CL C 4,287 1,429 50 7,500
GOOGLE INC CL A 4,368 1,456 50 7,500
TIBCO SOFTWARE INC COM 4,168 1,667 66.67 200,000
APPLIED MATLS INC COM 5,776 2,311 66.67 250,000
NETAPP INC COM 2,385 2,385 New 56,582
SKYWORKS SOLUTIONS INC COM 10,482 2,550 32.14 185,000
JUNIPER NETWORKS INC COM 6,607 2,780 72.67 284,900
CITRIX SYS INC COM 8,783 3,513 66.67 125,000
BROADCOM CORP CL A 8,467 3,544 72 215,000
AOL INC COM 3,890 3,890 New 90,000
VMWARE INC CL A COM 11,337 5,915 109.09 115,000
AVAGO TECHNOLOGIES LTD SHS 6,978 6,978 New 85,000