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) 79

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 0.55%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.91%
Financial
Healthcare 3%
Services 15.9%
Technology 76.48%
Transportation
Utilities

44 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
SANDISK CORP COM 4,462 -1,793 (28.67) 42,800
TAKE-TWO INTERACTIVE SOFTWARE COM 2,794 -1,676 (37.5) 125,000
JUNIPER NETWORKS INC COM 610 -1,585 (72.22) 25,000
CALLIDUS SOFTWARE INC COM 1,177 -1,530 (56.52) 100,000
NXP SEMICONDUCTORS N V COM 3,618 -1,374 (27.53) 54,500
TERADATA CORP DEL COM 405 -1,214 (75) 10,000
GOOGLE INC CL A 1,750 -1,167 (40) 3,000
GOOGLE INC CL C 1,728 -1,152 (40) 3,000
GUIDANCE SOFTWARE INC COM 1,243 -1,051 (45.82) 135,091
FACEBOOK INC CL A 2,274 -975 (30) 35,000
SPLUNK INC COM 948 -967 (50.5) 19,800
PALO ALTO NETWORKS INC COM 3,808 -952 (20) 50,000
CASELLA WASTE SYS INC CL A 1,527 -764 (33.33) 300,000
INPHI CORP COM 2,142 -479 (18.28) 150,000
BAIDU INC SPON ADR REP A 2,312 -462 (16.67) 12,500
QLIK TECHNOLOGIES INC COM 1,097 -439 (28.57) 50,000
SINA CORP ORD 1,401 -402 (22.28) 30,000
LIMELIGHT NETWORKS INC COM 1,060 -260 (19.69) 371,887
MILLENNIAL MEDIA INC COM 703 -245 (25.84) 180,803
FORMFACTOR INC COM 3,455 -98 (2.76) 425,000