Q3 2013 Holdings
Filed 2013-11-13 | 84 holdings | $5.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $5.4M | 314,990 | 94.8% |
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $27.6K | 350,000 | 0.5% |
| Altera Corp | COM | 021441100 | $13.6K | 366,880 | 0.2% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $13.5K | 263,790 | 0.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $13.2K | 750,770 | 0.2% |
| JDS Uniphase Corp | COM PAR $0.001 | 46612J507 | $11.8K | 805,310 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $11.4K | 654,630 | 0.2% |
| Freescale Semiconductor LTD | SHS | G3727Q101 | $10.6K | 637,430 | 0.2% |
| Teradyne Inc(TER) | COM | 880770102 | $10.1K | 611,430 | 0.2% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $10.1K | 1,379,890 | 0.2% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $9.3K | 248,670 | 0.2% |
| Avago Technologies LTD | SHS | Y0486S104 | $9.2K | 214,290 | 0.2% |
| Fairchild Semiconductor Intl | COM | 303726103 | $9.1K | 655,050 | 0.2% |
| Trina Solar Limited | SPON ADR | 89628E104 | $8.6K | 553,980 | 0.2% |
| Rudolph Technologies Inc | COM | 781270103 | $8.4K | 738,520 | 0.1% |
| Sandisk Corp | COM | 80004C101 | $7.9K | 133,250 | 0.1% |
| Sunedison Inc | COM | 86732Y109 | $7.0K | 873,800 | 0.1% |
| Vishay Intertechnology Inc(VSH) | COM | 928298108 | $6.7K | 522,270 | 0.1% |
| E M C Corp Mass | COM | 268648102 | $6.6K | 260,000 | 0.1% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $6.4K | 245,000 | 0.1% |
| Aixtron SE | SPONSORED ADR | 009606104 | $6.4K | 376,310 | 0.1% |
| Netapp Inc(NTAP) | COM | 64110D104 | $6.2K | 145,000 | 0.1% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $6.0K | 150,000 | 0.1% |
| Rubicon Technology Inc | COM | 78112T107 | $6.0K | 494,000 | 0.1% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $6.0K | 200,360 | 0.1% |
| Aruba Networks Inc | COM | 043176106 | $5.5K | 330,000 | 0.1% |
| Fabrinet(FN) | SHS | G3323L100 | $5.3K | 317,100 | 0.1% |
| JA Solar Holdings Co LTD | SPON ADR REP5ORD | 466090206 | $5.3K | 523,000 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $5.2K | 452,200 | 0.1% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $5.2K | 520,000 | 0.1% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $4.9K | 530,000 | 0.1% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $4.9K | 245,000 | 0.1% |
| RF Microdevices Inc | COM | 749941100 | $4.8K | 850,000 | 0.1% |
| Broadcom Corp | CL A | 111320107 | $4.4K | 170,000 | 0.1% |
| Advanced Energy Inds(AEIS) | COM | 007973100 | $3.9K | 224,040 | 0.1% |
| GT Advanced Technologies Inc | COM | 36191U106 | $3.0K | 350,000 | 0.1% |
| Sprint Corp | COM SER 1 | 85207U105 | $2.6K | 410,000 | 0.0% |
| Siliconware Precision Inds L | SPONSD ADR SPL | 827084864 | $2.0K | 352,750 | 0.0% |
| Sonus Networks Inc | COM | 835916107 | $1.9K | 549,000 | 0.0% |
| Neophotonics Corp | COM | 64051T100 | $1.6K | 216,400 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $1.4K | 30,000 | 0.0% |
| Veeco Instrs Inc del(VECO)Call | COM | 922417100 | $745 | 20,000 | 0.0% |