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) 108

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
GROUPON INC COM CL A 494 494 New 75,000
WORKDAY INC CL A 804 -402 (33.33) 10,000
NANOMETRICS INC COM 1,327 315 31.17 72,144
MAXIM INTEGRATED PRODS INC COM 1,699 -3,737 (68.75) 50,000
EZCHIP SEMICONDUCTOR LIMITED ORD 1,999 -1,682 (45.69) 75,000
JIVE SOFTWARE INC COM 2,029 868 74.77 244,500
MONOLITHIC PWR SYS INC COM 2,075 -5,188 (71.43) 50,000
NETAPP INC COM 2,101 2,101 New 56,582
E M C CORP MASS COM 2,930 -1,998 (40.54) 110,000
AOL INC COM 3,624 3,624 New 90,000
TIBCO SOFTWARE INC COM 3,800 1,520 66.67 200,000
GOOGLE INC CL C 4,344 1,448 50 7,500
GOOGLE INC CL A 4,400 1,467 50 7,500
APPLIED MATLS INC COM 5,713 2,285 66.67 250,000
AVAGO TECHNOLOGIES LTD SHS 6,222 6,222 New 85,000
JUNIPER NETWORKS INC COM 6,915 2,910 72.67 284,900
CITRIX SYS INC COM 7,853 3,141 66.67 125,000
BROADCOM CORP CL A 8,123 3,400 72 215,000
SKYWORKS SOLUTIONS INC COM 8,738 2,125 32.14 185,000
APPLE INC COM 9,998 8,998 900 105,000


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