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 0.58%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.98%
Financial
Healthcare 3.34%
Services 15.85%
Technology 76.07%
Transportation
Utilities

44 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
TAKE-TWO INTERACTIVE SOFTWARE COM 2,869 -1,721 (37.5) 125,000
SANDISK CORP COM 4,038 -1,623 (28.67) 42,800
CALLIDUS SOFTWARE INC COM 1,145 -1,488 (56.52) 100,000
JUNIPER NETWORKS INC COM 561 -1,458 (72.22) 25,000
NXP SEMICONDUCTORS N V COM 3,517 -1,336 (27.53) 54,500
TERADATA CORP DEL COM 427 -1,281 (75) 10,000
GOOGLE INC CL A 1,816 -1,210 (40) 3,000
GOOGLE INC CL C 1,788 -1,192 (40) 3,000
FACEBOOK INC CL A 2,495 -1,069 (30) 35,000
PALO ALTO NETWORKS INC COM 4,075 -1,019 (20) 50,000
SPLUNK INC COM 937 -956 (50.5) 19,800
GUIDANCE SOFTWARE INC COM 1,108 -937 (45.82) 135,091
CASELLA WASTE SYS INC CL A 1,500 -750 (33.33) 300,000
BAIDU INC SPON ADR REP A 2,502 -500 (16.67) 12,500
INPHI CORP COM 2,063 -461 (18.28) 150,000
QLIK TECHNOLOGIES INC COM 1,122 -449 (28.57) 50,000
SINA CORP ORD 1,489 -427 (22.28) 30,000
LIMELIGHT NETWORKS INC COM 1,034 -254 (19.69) 371,887
MILLENNIAL MEDIA INC COM 692 -241 (25.84) 180,803
FORMFACTOR INC COM 3,205 -91 (2.76) 425,000