Lanexa Management

Peak Ten Capital as of June 30, 2015

Portfolio Holdings for Peak Ten Capital

Peak Ten Capital holds 31 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Inovalon Holdings Inc Cl A 7.9 $4.2M 150k 27.90
Google 6.6 $3.5M 6.5k 540.00
Qlik Technologies 6.6 $3.5M 100k 34.96
VMware 6.5 $3.4M 40k 85.75
Workday Inc cl a (WDAY) 5.0 $2.7M 35k 76.40
Alibaba Group Holding (BABA) 4.9 $2.6M 31k 82.26
Nimble Storage 4.2 $2.2M 80k 28.06
Amazon (AMZN) 4.1 $2.2M 5.0k 434.00
Zendesk 3.9 $2.1M 93k 22.21
Voxeljet Ag ads 3.8 $2.0M 296k 6.84
Sunpower (SPWR) 3.8 $2.0M 70k 28.41
NetSuite 3.5 $1.8M 20k 91.75
stock 3.3 $1.7M 25k 69.64
JDS Uniphase Corporation 3.3 $1.7M 150k 11.58
Fitbit 3.2 $1.7M 44k 38.24
Linkedin Corp 2.9 $1.6M 7.5k 206.67
Baidu (BIDU) 2.8 $1.5M 7.5k 199.07
NCR Corporation (VYX) 2.8 $1.5M 49k 30.09
Paycom Software (PAYC) 2.8 $1.5M 43k 34.15
salesforce (CRM) 2.6 $1.4M 20k 69.65
CIGNA Corporation 2.3 $1.2M 7.5k 162.00
Lendingclub 2.0 $1.1M 73k 14.74
DigitalGlobe 1.7 $889k 32k 27.79
Identiv (INVE) 1.6 $875k 149k 5.89
Fireeye 1.6 $856k 18k 48.91
First Solar (FSLR) 1.6 $822k 18k 46.97
Keurig Green Mtn 1.4 $766k 10k 76.60
Zynga 1.4 $715k 250k 2.86
Atmel Corporation 1.1 $591k 60k 9.85
Jd (JD) 0.6 $341k 10k 34.10
Baozun (BZUN) 0.2 $108k 10k 10.80