LANEXA MANAGEMENT, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 716-2650

Report Date: 09/30/2013

Position Statistics

Total Positions 44
New Positions 12
Increased Positions 23
Decreased Positions 21
Positions with Activity 44
Sold Out Positions 0
Total Mkt Value (in $ millions) 82

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 0.56%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.88%
Financial
Healthcare 3.04%
Services 16.64%
Technology 76.09%
Transportation
Utilities

44 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 6,442 1,789 38.46 63,000
SANDISK CORP COM 4,207 -1,691 (28.67) 42,800
PALO ALTO NETWORKS INC COM 4,113 -1,028 (20) 50,000
NXP SEMICONDUCTORS N V COM 3,649 -1,386 (27.53) 54,500
OSI SYSTEMS INC COM 3,484 1,742 100 50,000
FORTINET INC COM 3,320 283 9.33 131,245
DIGITALGLOBE INC COM NEW 2,945 227 8.33 97,500
FORMFACTOR INC COM 2,920 -83 (2.76) 425,000
YAHOO INC COM 2,873 2,873 New 75,000
TAKE-TWO INTERACTIVE SOFTWARE COM 2,808 -1,685 (37.5) 125,000
BAIDU INC SPON ADR REP A 2,673 -535 (16.67) 12,500
FACEBOOK INC CL A 2,585 -1,108 (30) 35,000
INPHI CORP COM 2,255 -504 (18.28) 150,000
IDENTIV INC COM NEW 2,213 1 .04 140,700
VMWARE INC CL A COM 2,203 245 12.50 22,500
FIRST SOLAR INC COM 2,075 2,075 New 30,000
INTUITIVE SURGICAL INC COM NEW 1,862 1,398 300.80 4,000
GOOGLE INC CL A 1,741 -1,161 (40) 3,000
GOOGLE INC CL C 1,708 -1,138 (40) 3,000
YELP INC CL A 1,646 1,646 New 20,000