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) 80

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 0.6%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.99%
Financial
Healthcare 3.34%
Services 15.83%
Technology 76.04%
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 4,106 -1,026 (20) 50,000
SANDISK CORP COM 3,965 -1,593 (28.67) 42,800
NXP SEMICONDUCTORS N V COM 3,398 -1,290 (27.53) 54,500
TAKE-TWO INTERACTIVE SOFTWARE COM 2,931 -1,759 (37.5) 125,000
FORMFACTOR INC COM 2,916 -83 (2.76) 425,000
BAIDU INC SPON ADR REP A 2,823 -565 (16.67) 12,500
FACEBOOK INC CL A 2,622 -1,124 (30) 35,000
INPHI CORP COM 1,898 -424 (18.28) 150,000
GOOGLE INC CL A 1,797 -1,198 (40) 3,000
GOOGLE INC CL C 1,772 -1,181 (40) 3,000
SINA CORP ORD 1,474 -423 (22.28) 30,000
CASELLA WASTE SYS INC CL A 1,446 -723 (33.33) 300,000
QLIK TECHNOLOGIES INC COM 1,346 -538 (28.57) 50,000
CALLIDUS SOFTWARE INC COM 1,072 -1,393 (56.52) 100,000
GUIDANCE SOFTWARE INC COM 1,054 -891 (45.82) 135,091
LIMELIGHT NETWORKS INC COM 1,004 -246 (19.69) 371,887
SPLUNK INC COM 934 -953 (50.5) 19,800
MILLENNIAL MEDIA INC COM 618 -215 (25.84) 180,803
JUNIPER NETWORKS INC COM 593 -1,542 (72.22) 25,000
RALLY SOFTWARE DEV CORP COM 477 -32 (6.27) 45,804