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 33
New Positions 5
Increased Positions 17
Decreased Positions 16
Positions with Activity 33
Sold Out Positions 10
Total Mkt Value (in $ millions) 105

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 0.53%
Technology 99.47%
Transportation
Utilities

33 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CISCO SYS INC COM -3,173 Sold Out 0
ERICSSON ADR B SEK 10 -614 Sold Out 0
EXPEDIA INC DEL COM NEW -3,986 Sold Out 0
FACEBOOK INC CL A -9,204 Sold Out 0
INTEGRATED DEVICE TECHNOLOGY COM -3,084 Sold Out 0
INTERSIL CORP CL A -2,416 Sold Out 0
QUALCOMM INC COM -5,650 Sold Out 0
RIVERBED TECHNOLOGY INC COM -4,994 Sold Out 0
SYNAPTICS INC COM -5,824 Sold Out 0
TERADYNE INC COM -902 Sold Out 0
MONOLITHIC PWR SYS INC COM 1,853 -4,631 (71.43) 50,000
MAXIM INTEGRATED PRODS INC COM 1,635 -3,596 (68.75) 50,000
EZCHIP SEMICONDUCTOR LIMITED ORD 1,830 -1,540 (45.69) 75,000
E M C CORP MASS COM 2,850 -1,943 (40.54) 110,000
WORKDAY INC CL A 766 -383 (33.33) 10,000
LSI CORPORATION COM 7,241 -2,061 (22.16) 650,000
AOL INC COM 3,791 3,791 New 90,000
AVAGO TECHNOLOGIES LTD SHS 5,491 5,491 New 85,000
GROUPON INC COM CL A 557 557 New 75,000
INTEL CORP COM 9,898 9,898 New 370,000