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) 113

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 0.43%
Technology 99.57%
Transportation
Utilities

22 Positions as of 09/30/2013

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AOL INC COM 3,872 3,872 New 90,000
APPLE INC COM 10,724 9,651 900 105,000
APPLIED MATLS INC COM 5,658 2,263 66.67 250,000
AVAGO TECHNOLOGIES LTD SHS 6,474 6,474 New 85,000
BROADCOM CORP CL A 8,278 3,465 72 215,000
CITRIX SYS INC COM 8,748 3,499 66.67 125,000
E M C CORP MASS COM 3,238 -2,208 (40.54) 110,000
EZCHIP SEMICONDUCTOR LIMITED ORD 1,898 -1,597 (45.69) 75,000
GOOGLE INC CL A 4,373 1,458 50 7,500
GOOGLE INC CL C 4,283 1,428 50 7,500
GROUPON INC COM CL A 490 490 New 75,000
INTEL CORP COM 12,872 12,872 New 370,000
JIVE SOFTWARE INC COM 1,672 715 74.77 244,500
JUNIPER NETWORKS INC COM 6,618 2,785 72.67 284,900
MAXIM INTEGRATED PRODS INC COM 1,543 -3,394 (68.75) 50,000
MONOLITHIC PWR SYS INC COM 2,341 -5,851 (71.43) 50,000
NANOMETRICS INC COM 1,199 285 31.17 72,144
NETAPP INC COM 2,352 2,352 New 56,582
SKYWORKS SOLUTIONS INC COM 10,149 2,469 32.14 185,000
TIBCO SOFTWARE INC COM 4,186 1,674 66.67 200,000