LANEXA MANAGEMENT, LLC
101 PARK AVENUE, NEW YORK, New York, 10178, (212) 716-2650
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 63 |
| New Positions | 22 |
| Increased Positions | 32 |
| Decreased Positions | 27 |
| Positions with Activity | 59 |
| Sold Out Positions | 10 |
| Total Mkt Value (in $ millions) |
79 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 0.19% |
| Conglomerates | 0% |
| Consumer Cyclical | 1.61% |
| Consumer/Non-Cyclical | 0.61% |
| Energy | 1.06% |
| Financial | |
| Healthcare | 3.16% |
| Services | 9.81% |
| Technology | 82.36% |
| Transportation | 1.19% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
59 Activity Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SANDISK CORP | COM | 3,529 | -882 | (20) | 60,000 |
| FORMFACTOR INC | COM | 3,328 | -238 | (6.68) | 501,263 |
| AKAMAI TECHNOLOGIES INC | COM | 3,298 | 745 | 29.17 | 77,500 |
| QLIK TECHNOLOGIES INC | COM | 2,945 | 522 | 21.55 | 100,000 |
| INPHI CORP | COM | 2,745 | -166 | (5.69) | 253,251 |
| INTUITIVE SURGICAL INC | COM NEW | 2,492 | 2,492 | New | 5,000 |
| GUIDANCE SOFTWARE INC | COM | 2,413 | -497 | (17.08) | 274,832 |
| RESPONSYS INC | COM | 2,400 | 368 | 18.09 | 197,376 |
| ILLUMINA INC | COM | 2,346 | 1,666 | 245 | 34,500 |
| EBAY INC | COM | 2,308 | 2,308 | New | 45,000 |
| TERADATA CORP DEL | COM | 2,243 | -280 | (11.11) | 40,000 |
| SEACHANGE INTL INC | COM | 2,236 | -3,419 | (60.46) | 197,689 |
| NXP SEMICONDUCTORS N V | COM | 2,179 | 2,179 | New | 71,200 |
| QUALCOMM INC | COM | 2,148 | -307 | (12.5) | 35,000 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 1,933 | 1,933 | New | 125,000 |
| MICRON TECHNOLOGY INC | COM | 1,914 | -1,276 | (40) | 150,000 |
| CALLIDUS SOFTWARE INC | COM | 1,903 | -479 | (20.1) | 310,000 |
| CITRIX SYS INC | COM | 1,837 | -612 | (25) | 30,000 |
| PALO ALTO NETWORKS INC | COM | 1,688 | 929 | 122.47 | 39,154 |
| NVIDIA CORP | COM | 1,435 | 1,435 | New | 100,000 |
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