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
CASELLA WASTE SYS INC CL A 1,458 -729 (33.33) 300,000
FACEBOOK INC CL A 2,632 -1,128 (30) 35,000
GOOGLE INC CL A 1,794 -1,196 (40) 3,000
YELP INC CL A 1,374 1,374 New 20,000
VMWARE INC CL A COM 2,188 243 12.50 22,500
GOOGLE INC CL C 1,767 -1,178 (40) 3,000
APPLE INC COM 6,153 1,709 38.46 63,000
APPLIED MATLS INC COM 1,062 1,062 New 50,000
ARUBA NETWORKS INC COM 1,401 1,091 351.82 77,352
CALLIDUS SOFTWARE INC COM 1,101 -1,431 (56.52) 100,000
CATAMARAN CORP COM 1,119 1,119 New 25,000
CVENT INC COM 780 780 New 29,018
FALCONSTOR SOFTWARE INC COM 1,462 69 4.99 925,227
FIRST SOLAR INC COM 1,922 1,922 New 30,000
FMC TECHNOLOGIES INC COM 1,582 1,582 New 25,000
FORMFACTOR INC COM 2,950 -84 (2.76) 425,000
FORTINET INC COM 3,349 286 9.33 131,245
GUIDANCE SOFTWARE INC COM 1,065 -900 (45.82) 135,091
INPHI CORP COM 1,965 -440 (18.28) 150,000
JUNIPER NETWORKS INC COM 581 -1,511 (72.22) 25,000