LANEXA MANAGEMENT, LLC Information

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

Report Date: 09/30/2013

Position Statistics

Total Positions 62
New Positions 12
Increased Positions 23
Decreased Positions 39
Positions with Activity 62
Sold Out Positions 18
Total Mkt Value (in $ millions) 75

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 0.84%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.82%
Financial 0%
Healthcare 3.48%
Services 17.72%
Technology 73.24%
Transportation
Utilities

62 Activity Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 4,724 1,312 38.46 9,000
SANDISK CORP COM 3,552 -1,427 (28.67) 42,800
PALO ALTO NETWORKS INC COM 3,498 -875 (20) 50,000
NXP SEMICONDUCTORS N V COM 3,172 -1,205 (27.53) 54,500
OSI SYSTEMS INC COM 3,058 1,529 100 50,000
DIGITALGLOBE INC COM NEW 2,886 222 8.33 97,500
FORTINET INC COM 2,840 242 9.33 131,245
YAHOO INC COM 2,729 2,729 New 75,000
TAKE-TWO INTERACTIVE SOFTWARE COM 2,564 -1,538 (37.5) 125,000
FORMFACTOR INC COM 2,542 -72 (2.76) 425,000
VMWARE INC CL A COM 2,321 258 12.50 22,500
INPHI CORP COM 2,235 -500 (18.28) 150,000
FACEBOOK INC CL A 2,063 -884 (30) 35,000
FIRST SOLAR INC COM 2,020 2,020 New 30,000
BAIDU INC SPON ADR REP A 1,948 -390 (16.67) 12,500
SINA CORP ORD 1,697 -486 (22.28) 30,000
INTUITIVE SURGICAL INC COM NEW 1,648 1,237 300.80 4,000
GOOGLE INC CL A 1,630 -1,087 (40) 3,000
ARUBA NETWORKS INC COM 1,624 1,264 351.82 77,352
GOOGLE INC CL C 1,608 -1,072 (40) 3,000