CONNECTIVE CAPITAL MANAGEMENT, LLC Information

385 HOMER AVENUE, PALO ALTO, California, 94301, (650) 321-4826

Report Date: 03/31/2015

Position Statistics

Total Positions 44
New Positions 8
Increased Positions 22
Decreased Positions 20
Positions with Activity 42
Sold Out Positions 9
Total Mkt Value (in $ millions) 67

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.3%
Capital Goods 2.2%
Conglomerates
Consumer Cyclical 1.82%
Consumer/Non-Cyclical
Energy
Financial 35.53%
Healthcare
Services 3.61%
Technology 42.8%
Transportation
Utilities

44 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POWERSHARES QQQ TRUST UNIT SER 1 12,365 6,995 130.28 114,576
ISHARES TR RUSSELL 2000 ETF 8,434 -1,632 (16.21) 67,351
BARCLAYS BK PLC IPSP CROIL ETN 5,085 2,590 103.85 442,140
GOOGLE INC CL A 3,317 181 5.79 6,105
APPLE INC COM 2,943 1,140 63.25 23,250
HOLLYSYS AUTOMATION TECHNOLOGI SHS 2,393 537 28.90 101,885
ISHARES MICRO-CAP ETF 2,240 New 27,466
MONSANTO CO NEW COM 2,240 New 20,802
TRIPADVISOR INC COM 1,968 1,968 New 22,649
BAIDU INC SPON ADR REP A 1,893 127 7.18 9,525
ATMEL CORP COM 1,694 445 35.66 173,722
SIGMA DESIGNS INC COM 1,605 -87 (5.14) 136,373
IAC INTERACTIVECORP COM PAR $.001 1,535 -178 (10.39) 19,173
DOT HILL SYS CORP COM 1,523 1,523 New 249,610
WESCO AIRCRAFT HLDGS INC COM 1,471 -8 (0.57) 97,689
FACEBOOK INC CL A 1,468 -346 (19.1) 16,889
PIXELWORKS INC COM NEW 1,435 849 144.86 249,560
CHIPMOS TECH BERMUDA LTD SHS 1,414 -15 (1.07) 64,279
OMNIVISION TECHNOLOGIES INC COM 1,090 -761 (41.11) 41,725
ATTUNITY LTD SHS NEW 1,076 1,076 New 82,036


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