Contour Asset Management

Contour Asset Management as of March 31, 2012

Portfolio Holdings for Contour Asset Management

Contour Asset Management holds 51 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 7.9 $115M 180k 641.24
Oracle Corporation (ORCL) 5.5 $80M 2.8M 29.16
Qualcomm (QCOM) 4.9 $72M 1.1M 68.06
Directv 3.9 $57M 1.2M 49.34
Netflix (NFLX) 3.6 $53M 460k 115.04
Computer Sciences Corporation 3.5 $52M 1.7M 29.94
Autodesk Inc Com Stk 3.5 $51M 1.2M 42.32
eBay (EBAY) 3.3 $48M 1.3M 36.90
Apple 3.3 $48M 80k 599.55
SanDisk Corporation 2.9 $43M 865k 49.59
Parametric Technology 2.9 $43M 1.5M 27.94
Rackspace Hosting 2.8 $41M 700k 57.79
Aspen Technology 2.7 $39M 1.9M 20.53
Linkedin Corp 2.6 $38M 375k 101.99
Intuit (INTU) 2.5 $37M 620k 60.16
Poly 2.5 $36M 1.9M 19.07
Seagate Technology Com Stk 2.4 $35M 1.3M 26.95
Take-Two Interactive Software (TTWO) 2.3 $34M 2.2M 15.38
Level 3 Communications 2.1 $30M 1.2M 25.73
Taleo Corporation 2.0 $30M 650k 45.93
Citrix Systems 2.0 $30M 375k 78.91
Plantronics 1.9 $28M 700k 40.26
Red Hat 1.8 $27M 450k 59.89
AboveNet 1.7 $25M 300k 82.80
Sandisk Corp option 1.7 $25M 500k 49.59
Constant Contact 1.7 $25M 825k 29.79
Equifax (EFX) 1.6 $23M 145k 157.45
Western Digital (WDC) 1.6 $23M 550k 41.39
Yahoo! 1.6 $23M 1.5M 15.22
Nxp Semiconductors N V (NXPI) 1.6 $23M 850k 26.61
Zillow 1.4 $21M 585k 35.59
tw tele 1.4 $20M 900k 22.16
TiVo 1.4 $20M 1.6M 11.99
MasterCard Incorporated (MA) 1.1 $17M 40k 420.55
Active Network 1.1 $16M 975k 16.83
Motorola Solutions (MSI) 1.0 $15M 300k 50.83
Time Warner Cable 1.0 $14M 175k 81.50
Sonus Networks 1.0 $14M 4.8M 2.90
Cogent Communications (CCOI) 0.9 $13M 695k 19.08
ITT Educational Services (ESINQ) 0.9 $13M 200k 66.14
Tivo Inc option 0.9 $13M 1.1M 11.99
MicroStrategy Incorporated (MSTR) 0.5 $7.7M 55k 140.00
Servicesource 0.5 $7.0M 450k 15.48
Invensense 0.4 $6.3M 350k 18.10
Clearwire Corporation 0.4 $6.0M 2.6M 2.28
Apollo Group Inc cl a 0 0.4 $5.8M 150k 38.64
LIONS GATE ENTERTAINMENT CORP Common Stock cmn 0.4 $5.6M 400k 13.92
Groupon 0.4 $5.5M 300k 18.38
Via 0.4 $5.2M 100k 51.97
Corning Incorporated (GLW) 0.3 $4.2M 300k 14.08
National CineMedia 0.0 $646k 42k 15.30