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) 114

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 0.46%
Technology 99.54%
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 2,268 -5,669 (71.43) 50,000
MAXIM INTEGRATED PRODS INC COM 1,521 -3,345 (68.75) 50,000
EZCHIP SEMICONDUCTOR LIMITED ORD 1,852 -1,558 (45.69) 75,000
E M C CORP MASS COM 3,241 -2,210 (40.54) 110,000
WORKDAY INC CL A 856 -428 (33.33) 10,000
AOL INC COM 3,805 3,805 New 90,000
AVAGO TECHNOLOGIES LTD SHS 7,370 7,370 New 85,000
GROUPON INC COM CL A 521 521 New 75,000
INTEL CORP COM 12,780 12,780 New 370,000
NETAPP INC COM 2,425 2,425 New 56,582
NANOMETRICS INC COM 1,148 273 31.17 72,144
SKYWORKS SOLUTIONS INC COM 9,990 2,430 32.14 185,000
GOOGLE INC CL C 4,298 1,433 50 7,500
GOOGLE INC CL A 4,362 1,454 50 7,500
APPLIED MATLS INC COM 5,513 2,205 66.67 250,000
CITRIX SYS INC COM 8,956 3,583 66.67 125,000
TIBCO SOFTWARE INC COM 4,298 1,719 66.67 200,000
BROADCOM CORP CL A 8,661 3,626 72 215,000
JUNIPER NETWORKS INC COM 6,561 2,761 72.67 284,900
JIVE SOFTWARE INC COM 1,584 678 74.77 244,500