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) 116

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 0.45%
Technology 99.55%
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 517 517 New 75,000
WORKDAY INC CL A 860 -430 (33.33) 10,000
NANOMETRICS INC COM 1,199 285 31.17 72,144
JIVE SOFTWARE INC COM 1,533 656 74.77 244,500
MAXIM INTEGRATED PRODS INC COM 1,571 -3,456 (68.75) 50,000
EZCHIP SEMICONDUCTOR LIMITED ORD 1,906 -1,604 (45.69) 75,000
MONOLITHIC PWR SYS INC COM 2,363 -5,908 (71.43) 50,000
NETAPP INC COM 2,456 2,456 New 56,582
E M C CORP MASS COM 3,269 -2,229 (40.54) 110,000
AOL INC COM 3,929 3,929 New 90,000
TIBCO SOFTWARE INC COM 4,158 1,663 66.67 200,000
GOOGLE INC CL C 4,420 1,473 50 7,500
GOOGLE INC CL A 4,480 1,493 50 7,500
APPLIED MATLS INC COM 5,650 2,260 66.67 250,000
JUNIPER NETWORKS INC COM 6,493 2,733 72.67 284,900
AVAGO TECHNOLOGIES LTD SHS 7,609 7,609 New 85,000
BROADCOM CORP CL A 8,910 3,730 72 215,000
CITRIX SYS INC COM 9,085 3,634 66.67 125,000
APPLE INC COM 10,688 9,619 900 105,000
SKYWORKS SOLUTIONS INC COM 10,693 2,601 32.14 185,000