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

44 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
TERADATA CORP DEL COM 426 -1,279 (75) 10,000
JUNIPER NETWORKS INC COM 581 -1,511 (72.22) 25,000
CALLIDUS SOFTWARE INC COM 1,101 -1,431 (56.52) 100,000
SPLUNK INC COM 948 -967 (50.5) 19,800
GUIDANCE SOFTWARE INC COM 1,065 -900 (45.82) 135,091
GOOGLE INC CL A 1,794 -1,196 (40) 3,000
GOOGLE INC CL C 1,767 -1,178 (40) 3,000
TAKE-TWO INTERACTIVE SOFTWARE COM 2,939 -1,763 (37.5) 125,000
CASELLA WASTE SYS INC CL A 1,458 -729 (33.33) 300,000
FACEBOOK INC CL A 2,632 -1,128 (30) 35,000
SANDISK CORP COM 3,991 -1,604 (28.67) 42,800
QLIK TECHNOLOGIES INC COM 1,342 -537 (28.57) 50,000
NXP SEMICONDUCTORS N V COM 3,434 -1,304 (27.53) 54,500
MILLENNIAL MEDIA INC COM 644 -224 (25.84) 180,803
SINA CORP ORD 1,488 -427 (22.28) 30,000
PALO ALTO NETWORKS INC COM 4,152 -1,038 (20) 50,000
LIMELIGHT NETWORKS INC COM 986 -242 (19.69) 371,887
INPHI CORP COM 1,965 -440 (18.28) 150,000
BAIDU INC SPON ADR REP A 2,831 -566 (16.67) 12,500
RALLY SOFTWARE DEV CORP COM 491 -33 (6.27) 45,804