| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Autodesk Inc(ADSK) | 23,872 | $810.0K | 57.72% |
| 2 | Biogen Idec Inc(BIIB) | 1,213 | $261.0K | 18.60% |
| 3 | Ciena Corp New(CIEN) | 10,019 | $195.0K | 13.90% |
| 4 | Advanced Micro Devices Inc(AMD) | 26,289 | $107.0K | 7.63% |
| 5 | Hubbell Inc CL B | 8,285 | $820 | 0.06% |
| 6 | LAM Research Corp(LRCXEUR) | 17,651 | $783 | 0.06% |
| 7 | Health NET Inc | 21,818 | $694 | 0.05% |
| 8 | Steel Dynamics Inc(STLD) | 46,472 | $693 | 0.05% |
| 9 | Linear Technology Corp | 18,447 | $680 | 0.05% |
| 10 | Chubb Corp | 7,490 | $634 | 0.05% |
Latest filing, equity positions only