Contour Asset Management

Contour Asset Management as of March 31, 2011

Portfolio Holdings for Contour Asset Management

Contour Asset Management holds 63 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intuit (INTU) 6.3 $36M 675k 53.10
Xerox Corporation 5.8 $33M 3.1M 10.65
MicroStrategy Incorporated (MSTR) 5.5 $32M 235k 134.48
Citrix Systems 5.4 $31M 420k 73.46
eBay (EBAY) 5.0 $29M 925k 31.04
Visa (V) 5.0 $29M 620k 46.17
Aspen Technology 4.3 $25M 1.7M 14.99
MasterCard Incorporated (MA) 4.3 $25M 285k 86.40
First Solar (FSLR) 4.2 $24M 150k 160.83
Taleo Corporation 3.4 $20M 550k 35.65
RightNow Technologies 3.4 $20M 625k 31.30
Qlik Technologies 3.3 $19M 725k 26.00
Activision Blizzard 2.9 $17M 7.8M 2.13
STR Holdings 2.9 $16M 850k 19.18
Parametric Technology 2.7 $15M 675k 22.49
Changyou 2.4 $14M 425k 32.20
salesforce (CRM) 2.2 $13M 95k 133.58
Qualcomm (QCOM) 2.1 $12M 427k 28.16
Cypress Semiconductor Corporation 1.8 $10M 1.3M 8.05
Finisar Corporation 1.7 $9.8M 400k 24.60
iShares Russell 2000 Index (IWM) 1.7 $9.6M 1.3M 7.37
Valassis Communications 1.5 $8.7M 300k 29.14
Microsoft Corporation (MSFT) 1.5 $8.7M 3.1M 2.84
NetSuite 1.4 $8.1M 280k 29.08
Smart Modular Technologies 1.4 $7.9M 1.0M 7.77
Brocade Communications Systems 1.4 $7.9M 4.3M 1.82
Savvis 1.1 $6.2M 168k 37.09
OPNET Technologies 1.1 $6.2M 158k 38.99
JDA Software 1.1 $6.1M 200k 30.26
priceline.com Incorporated 1.1 $6.0M 60k 99.48
Time Warner 1.0 $5.7M 160k 35.70
Cisco Systems (CSCO) 1.0 $5.5M 1.3M 4.26
ShoreTel 0.9 $5.3M 650k 8.23
Sourcefire 0.9 $5.3M 191k 27.51
Stec 0.8 $4.8M 810k 5.96
Nxp Semiconductors N V (NXPI) 0.8 $4.5M 150k 30.00
E Commerce China Dangdang 0.7 $4.1M 200k 20.63
Riverbed Technology 0.6 $3.5M 300k 11.68
Corning Incorporated (GLW) 0.6 $3.3M 3.1M 1.08
SanDisk Corporation 0.5 $3.0M 1.6M 1.84
Comcast Corporation (CMCSA) 0.5 $2.9M 119k 24.72
EMC Corporation 0.5 $2.7M 101k 26.55
iShares MSCI Taiwan Index 0.4 $2.5M 600k 4.18
Yahoo! 0.4 $2.2M 600k 3.72
News Corporation 0.3 $1.6M 93k 17.56
VMware 0.3 $1.6M 20k 81.55
RealD 0.2 $1.1M 40k 27.35
Sapient Corporation 0.2 $1.0M 1.4M 0.73
JDS Uniphase Corporation 0.2 $928k 400k 2.32
Energizer Holdings 0.1 $792k 200k 3.96
Discovery Communications 0.1 $612k 15k 39.87
Cbeyond 0.1 $618k 53k 11.66
Tekelec 0.1 $609k 75k 8.12
Research In Motion 0.1 $504k 220k 2.29
Juniper Networks (JNPR) 0.1 $505k 12k 42.08
BroadSoft 0.1 $525k 11k 47.73
Calix (CALX) 0.1 $508k 25k 20.32
NetApp (NTAP) 0.1 $455k 225k 2.02
GameStop (GME) 0.1 $465k 750k 0.62
PowerShares QQQ Trust, Series 1 0.1 $446k 80k 5.58
Daktronics (DAKT) 0.0 $183k 50k 3.66
LSI Corporation 0.0 $120k 200k 0.60
F5 Networks (FFIV) 0.0 $12k 20k 0.60