Contour Asset Management

Contour Asset Management as of Dec. 31, 2011

Portfolio Holdings for Contour Asset Management

Contour Asset Management holds 49 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.4 $178M 440k 405.00
SanDisk Corporation 6.9 $86M 1.7M 49.21
eBay (EBAY) 5.4 $67M 2.2M 30.33
Google 4.4 $54M 84k 645.90
Rackspace Hosting 4.0 $50M 1.2M 43.01
MasterCard Incorporated (MA) 3.8 $47M 125k 372.82
Directv Group 3.5 $43M 1.0M 42.76
Aspen Technology 3.1 $39M 2.2M 17.35
Western Digital (WDC) 3.1 $38M 1.2M 30.95
Linkedin Corp 2.9 $36M 565k 63.01
Autodesk (ADSK) 2.7 $33M 1.1M 30.33
Blue Coat Systems 2.7 $33M 1.3M 25.45
Taleo Corporation 2.5 $31M 800k 38.69
Coinstar 2.5 $30M 665k 45.64
Parametric Technology 2.4 $30M 1.7M 18.26
RightNow Technologies 2.4 $30M 700k 42.73
Seagate Technology Com Stk 2.2 $28M 1.7M 16.40
Take-Two Interactive Software (TTWO) 2.2 $27M 2.0M 13.55
Lexmark International 2.1 $27M 800k 33.07
Corning Incorporated (GLW) 2.1 $26M 2.0M 12.98
Intuit (INTU) 2.0 $25M 475k 52.59
MicroStrategy Incorporated (MSTR) 1.9 $24M 220k 108.32
Visa (V) 1.8 $23M 225k 101.53
Red Hat 1.8 $22M 525k 41.29
Nielsen Holdings Nv 1.7 $21M 720k 29.69
Citrix Systems 1.7 $21M 350k 60.72
Oracle Corporation (ORCL) 1.7 $21M 825k 25.65
JDS Uniphase Corporation 1.6 $20M 2.0M 10.44
Plantronics 1.4 $18M 500k 35.64
Time Warner Cable 1.3 $16M 245k 63.57
Constant Contact 1.0 $12M 525k 23.21
Mellanox Technologies 0.9 $11M 330k 32.49
Tekelec 0.8 $9.8M 900k 10.93
Sonus Networks 0.8 $9.8M 4.1M 2.40
Qualcomm (QCOM) 0.7 $8.2M 150k 54.70
Time Warner 0.6 $7.6M 210k 36.14
Acme Packet 0.5 $6.2M 200k 30.91
Cogent Communications (CCOI) 0.4 $5.3M 315k 16.89
Tripadvisor (TRIP) 0.3 $4.0M 157k 25.21
Lions Gate Entertainment 0.3 $3.7M 450k 8.32
Digital River 0.3 $3.6M 240k 15.02
Netflix (NFLX) 0.3 $3.5M 50k 69.30
AboveNet 0.3 $3.3M 50k 65.02
Comcast Corporation (CMCSA) 0.2 $2.8M 120k 23.71
Hexcel Corporation (HXL) 0.2 $2.4M 100k 24.21
EMC Corporation 0.2 $2.2M 100k 21.54
BroadSoft 0.1 $1.5M 50k 30.20
Juniper Networks (JNPR) 0.1 $867k 43k 20.40
RealD 0.1 $635k 80k 7.94