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 0.61%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.97%
Financial
Healthcare 3.35%
Services 15.84%
Technology 76.03%
Transportation
Utilities

23 INCREASED Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 6,153 1,709 38.46 63,000
FORTINET INC COM 3,349 286 9.33 131,245
OSI SYSTEMS INC COM 3,312 1,656 100 50,000
YAHOO INC COM 2,709 2,709 New 75,000
DIGITALGLOBE INC COM NEW 2,629 202 8.33 97,500
VMWARE INC CL A COM 2,188 243 12.50 22,500
FIRST SOLAR INC COM 1,922 1,922 New 30,000
INTUITIVE SURGICAL INC COM NEW 1,879 1,410 300.80 4,000
MICRON TECHNOLOGY INC COM 1,671 334 25 50,000
FMC TECHNOLOGIES INC COM 1,582 1,582 New 25,000
IDENTIV INC COM NEW 1,551 1 .04 140,700
FALCONSTOR SOFTWARE INC COM 1,462 69 4.99 925,227
ARUBA NETWORKS INC COM 1,401 1,091 351.82 77,352
RUCKUS WIRELESS INC COM 1,379 1,379 New 110,352
YELP INC CL A 1,374 1,374 New 20,000
CATAMARAN CORP COM 1,119 1,119 New 25,000
APPLIED MATLS INC COM 1,062 1,062 New 50,000
RETAILMENOT INC COM SER 1 983 983 New 39,000
VOLCANO CORPORATION COM 811 649 401.15 50,115
RED HAT INC COM 788 788 New 13,901