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) 83

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 0.63%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.69%
Financial
Healthcare 2.98%
Services 16.76%
Technology 76.2%
Transportation
Utilities

21 DECREASED Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 4,917 -1,229 (20) 50,000
SANDISK CORP COM 4,282 -1,721 (28.67) 42,800
NXP SEMICONDUCTORS N V COM 3,829 -1,454 (27.53) 54,500
FORMFACTOR INC COM 3,258 -92 (2.76) 425,000
TAKE-TWO INTERACTIVE SOFTWARE COM 2,881 -1,729 (37.5) 125,000
BAIDU INC SPON ADR REP A 2,695 -539 (16.67) 12,500
FACEBOOK INC CL A 2,663 -1,141 (30) 35,000
INPHI CORP COM 2,204 -493 (18.28) 150,000
GOOGLE INC CL A 1,766 -1,178 (40) 3,000
GOOGLE INC CL C 1,740 -1,160 (40) 3,000
QLIK TECHNOLOGIES INC COM 1,413 -565 (28.57) 50,000
SINA CORP ORD 1,361 -390 (22.28) 30,000
CASELLA WASTE SYS INC CL A 1,248 -624 (33.33) 300,000
SPLUNK INC COM 1,118 -1,141 (50.5) 19,800
CALLIDUS SOFTWARE INC COM 1,090 -1,417 (56.52) 100,000
GUIDANCE SOFTWARE INC COM 959 -811 (45.82) 135,091
LIMELIGHT NETWORKS INC COM 915 -224 (19.69) 371,887
JUNIPER NETWORKS INC COM 570 -1,482 (72.22) 25,000
RALLY SOFTWARE DEV CORP COM 520 -35 (6.27) 45,804
TERADATA CORP DEL COM 450 -1,351 (75) 10,000