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) 65

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

Sector Weighting

Basic Materials 4.03%
Capital Goods 2.21%
Conglomerates
Consumer Cyclical 1.89%
Consumer/Non-Cyclical
Energy
Financial 36.74%
Healthcare
Services 3.34%
Technology 43.02%
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 12,781 7,231 130.28 114,576
ISHARES TR RUSSELL 2000 ETF 8,213 -1,589 (16.21) 67,351
BARCLAYS BK PLC IPSP CROIL ETN 4,245 2,162 103.85 442,140
GOOGLE INC CL A 4,038 221 5.79 6,105
APPLE INC COM 2,860 1,108 63.25 23,250
HOLLYSYS AUTOMATION TECHNOLOGI SHS 2,182 489 28.90 101,885
ISHARES MICRO-CAP ETF 2,137 New 27,466
MONSANTO CO NEW COM 2,122 New 20,802
TRIPADVISOR INC COM 1,805 1,805 New 22,649
FACEBOOK INC CL A 1,638 -387 (19.1) 16,889
BAIDU INC SPON ADR REP A 1,619 108 7.18 9,525
IAC INTERACTIVECORP COM PAR $.001 1,490 -173 (10.39) 19,173
DOT HILL SYS CORP COM 1,485 1,485 New 249,610
ATMEL CORP COM 1,461 384 35.66 173,722
SIGMA DESIGNS INC COM 1,433 -78 (5.14) 136,373
WESCO AIRCRAFT HLDGS INC COM 1,430 -8 (0.57) 97,689
PIXELWORKS INC COM NEW 1,253 741 144.86 249,560
ATTUNITY LTD SHS NEW 1,204 1,204 New 82,036
CHIPMOS TECH BERMUDA LTD SHS 1,088 -12 (1.07) 64,279
OMNIVISION TECHNOLOGIES INC COM 1,008 -704 (41.11) 41,725