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) 261

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 2.63%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0.95%
Healthcare 0.6%
Services 5.31%
Technology 86.81%
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 5,255 2,625 99.82 200,182
INPHI CORP COM 4,071 1,231 43.33 172,000
ATTUNITY LTD SHS NEW 4,016 1,439 55.83 294,200
MOSYS INC COM 3,732 1,736 86.96 1,720,000
QUALYS INC COM 3,434 1,230 55.80 87,250
8X8 INC NEW COM 3,028 1,934 176.92 360,000
IMPERVA INC COM 3,007 3,007 New 50,000
CHINA DISTANCE ED HLDGS LTD SPONS ADR 2,300 507 28.27 141,093
BARRACUDA NETWORKS INC COM 1,944 1,944 New 50,000
21VIANET GROUP INC SPONSORED ADR 1,261 1,261 New 65,000
FIVE9 INC COM 1,024 1,024 New 187,914
LIVEPERSON INC COM 805 805 New 90,000
ARISTA NETWORKS INC COM 203 203 New 2,950
CHECKPOINT SYS INC COM 148 148 New 14,750


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