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) 110

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 ▲
GOOGLE INC CL A 4,538 1,513 50 7,500
GOOGLE INC CL C 4,463 1,488 50 7,500
WORKDAY INC CL A 791 -395 (33.33) 10,000
MAXIM INTEGRATED PRODS INC COM 1,705 -3,750 (68.75) 50,000
MONOLITHIC PWR SYS INC COM 2,107 -5,268 (71.43) 50,000
NETAPP INC COM 2,089 2,089 New 56,582
NANOMETRICS INC COM 1,300 309 31.17 72,144
EZCHIP SEMICONDUCTOR LIMITED ORD 2,009 -1,690 (45.69) 75,000
GROUPON INC COM CL A 472 472 New 75,000
AVAGO TECHNOLOGIES LTD SHS 6,375 6,375 New 85,000
AOL INC COM 3,501 3,501 New 90,000
APPLE INC COM 9,915 8,924 900 105,000
E M C CORP MASS COM 2,968 -2,024 (40.54) 110,000
VMWARE INC CL A COM 10,961 5,719 109.09 115,000
CITRIX SYS INC COM 7,953 3,181 66.67 125,000
SKYWORKS SOLUTIONS INC COM 9,781 2,379 32.14 185,000
TIBCO SOFTWARE INC COM 3,882 1,553 66.67 200,000
BROADCOM CORP CL A 8,329 3,487 72 215,000
JIVE SOFTWARE INC COM 1,912 818 74.77 244,500
APPLIED MATLS INC COM 5,750 2,300 66.67 250,000


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