HERALD INVESTMENT MANAGEMENT LTD Information

10-11 CHARTERHOUSE SQUARE, LONDON, , EC1M 6EE, (207) 553-6308

Report Date: 03/31/2015

Position Statistics

Total Positions 87
New Positions 7
Increased Positions 14
Decreased Positions 8
Positions with Activity 22
Sold Out Positions 5
Total Mkt Value (in $ millions) 262

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 2.67%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0.78%
Healthcare 0.7%
Services 5.33%
Technology 86.79%
Transportation
Utilities

14 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIMBLE STORAGE INC COM 5,543 2,769 99.82 200,182
INPHI CORP COM 3,927 1,187 43.33 172,000
ATTUNITY LTD SHS NEW 3,860 1,383 55.83 294,200
QUALYS INC COM 3,493 1,251 55.80 87,250
MOSYS INC COM 3,492 1,624 86.96 1,720,000
IMPERVA INC COM 3,355 3,355 New 50,000
8X8 INC NEW COM 3,258 2,082 176.92 360,000
CHINA DISTANCE ED HLDGS LTD SPONS ADR 2,246 495 28.27 141,093
BARRACUDA NETWORKS INC COM 1,977 1,977 New 50,000
21VIANET GROUP INC SPONSORED ADR 1,327 1,327 New 65,000
FIVE9 INC COM 998 998 New 187,914
LIVEPERSON INC COM 905 905 New 90,000
ARISTA NETWORKS INC COM 241 241 New 2,950
CHECKPOINT SYS INC COM 150 150 New 14,750