LANEXA MANAGEMENT, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 716-2655

Report Date: 12/31/2014

Position Statistics

Total Positions 52
New Positions 35
Increased Positions 40
Decreased Positions 11
Positions with Activity 51
Sold Out Positions 0
Total Mkt Value (in $ millions) 104

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
Consumer Cyclical 4.52%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 1.72%
Services 17.2%
Technology 56.52%
Transportation
Utilities

51 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QLIK TECHNOLOGIES INC COM 5,765 4,147 256.40 178,200
PAYCOM SOFTWARE INC COM 5,661 5,661 New 177,364
NIMBLE STORAGE INC COM 4,501 4,501 New 175,000
AMAZON COM INC COM 4,423 4,423 New 11,500
APPLE INC COM 4,269 -3,881 (47.62) 33,000
SAP SE SPON ADR 3,521 3,521 New 50,000
SALESFORCE COM INC COM 3,348 3,348 New 50,000
SUNPOWER CORP COM 3,333 3,333 New 100,000
SPLUNK INC COM 3,120 1,819 139.90 47,500
LINKEDIN CORP COM CL A 3,054 3,054 New 11,500
CISCO SYS INC COM 2,954 2,954 New 100,000
SHUTTERFLY INC COM 2,928 2,928 New 61,003
ZILLOW GROUP INC CL A 2,691 2,691 New 24,094
GUIDEWIRE SOFTWARE INC COM 2,659 2,659 New 49,153
FIRST SOLAR INC COM 2,644 824 45.23 43,570
DIGITALGLOBE INC COM NEW 2,463 -967 (28.21) 70,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 2,447 2,447 New 30,000
FIREEYE INC COM 2,254 2,254 New 50,000
YAHOO INC COM 2,131 -1,066 (33.33) 50,000
VOXELJET AG ADS 2,055 2,055 New 239,545