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) 81

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 0.54%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.87%
Financial
Healthcare 3.08%
Services 16.6%
Technology 76.14%
Transportation
Utilities

44 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 6,337 1,760 38.46 63,000
PALO ALTO NETWORKS INC COM 4,247 -1,062 (20) 50,000
SANDISK CORP COM 4,179 -1,680 (28.67) 42,800
NXP SEMICONDUCTORS N V COM 3,490 -1,325 (27.53) 54,500
OSI SYSTEMS INC COM 3,402 1,701 100 50,000
FORTINET INC COM 3,344 285 9.33 131,245
FORMFACTOR INC COM 3,009 -85 (2.76) 425,000
DIGITALGLOBE INC COM NEW 2,934 226 8.33 97,500
YAHOO INC COM 2,823 2,823 New 75,000
TAKE-TWO INTERACTIVE SOFTWARE COM 2,803 -1,682 (37.5) 125,000
BAIDU INC SPON ADR REP A 2,711 -542 (16.67) 12,500
FACEBOOK INC CL A 2,610 -1,119 (30) 35,000
VMWARE INC CL A COM 2,308 256 12.50 22,500
INPHI CORP COM 2,253 -504 (18.28) 150,000
FIRST SOLAR INC COM 2,121 2,121 New 30,000
IDENTIV INC COM NEW 1,923 1 .04 140,700
INTUITIVE SURGICAL INC COM NEW 1,888 1,417 300.80 4,000
GOOGLE INC CL A 1,777 -1,185 (40) 3,000
GOOGLE INC CL C 1,750 -1,167 (40) 3,000
MICRON TECHNOLOGY INC COM 1,660 332 25 50,000