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) 102

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 4.37%
Consumer/Non-Cyclical
Energy
Financial
Healthcare 1.72%
Services 17.08%
Technology 56.81%
Transportation
Utilities

35 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PAYCOM SOFTWARE INC COM 5,340 5,340 New 177,364
AMAZON COM INC COM 4,319 4,319 New 11,500
NIMBLE STORAGE INC COM 4,303 4,303 New 175,000
SAP SE SPON ADR 3,587 3,587 New 50,000
SUNPOWER CORP COM 3,417 3,417 New 100,000
SALESFORCE COM INC COM 3,291 3,291 New 50,000
LINKEDIN CORP COM CL A 2,918 2,918 New 11,500
SHUTTERFLY INC COM 2,797 2,797 New 61,003
CISCO SYS INC COM 2,792 2,792 New 100,000
GUIDEWIRE SOFTWARE INC COM 2,527 2,527 New 49,153
ALIBABA GROUP HLDG LTD SPONSORED ADS 2,457 2,457 New 30,000
ZILLOW GROUP INC CL A 2,315 2,315 New 24,094
ZYNGA INC CL A 2,061 2,061 New 841,200
VOXELJET AG ADS 2,060 2,060 New 239,545
FIREEYE INC COM 2,042 2,042 New 50,000
TABLEAU SOFTWARE INC CL A 1,711 1,711 New 18,000
NETSUITE INC COM 1,678 1,678 New 18,000
KATE SPADE & CO COM 1,660 1,660 New 50,800
COUPONS COM INC COM 1,618 1,618 New 130,384
T MOBILE US INC COM 1,605 1,605 New 50,000


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