7X7 Asset Management

7X7 Asset Management as of March 31, 2013

Portfolio Holdings for 7X7 Asset Management

7X7 Asset Management holds 31 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 33.7 $78M 500k 156.67
iShares Russell 2000 Index (IWM) 16.2 $38M 400k 94.43
Skyworks Solutions (SWKS) 5.5 $13M 575k 22.03
NetApp (NTAP) 3.9 $9.1M 265k 34.16
EMC Corporation 3.3 $7.8M 325k 23.89
ON Semiconductor (ON) 3.0 $7.0M 850k 8.28
LSI Corporation 3.0 $6.9M 1.0M 6.78
Broadcom Corporation 3.0 $6.9M 200k 34.68
Xilinx 2.9 $6.7M 175k 38.17
Monolithic Power Systems (MPWR) 2.4 $5.6M 230k 24.37
Telefonaktiebolaget LM Ericsson (ERIC) 2.3 $5.3M 418k 12.60
Shutterfly 2.2 $5.1M 115k 44.17
Applied Materials (AMAT) 2.2 $5.1M 375k 13.48
Akamai Technologies (AKAM) 2.0 $4.8M 135k 35.32
IAC/InterActive 1.9 $4.5M 100k 44.68
Synaptics, Incorporated (SYNA) 1.8 $4.1M 100k 40.69
Ezchip Semiconductor Lt 1.7 $3.9M 160k 24.13
Tibco Software 1.3 $3.0M 150k 20.21
Jive Software 1.2 $2.8M 185k 15.20
eBay (EBAY) 1.2 $2.7M 50k 54.22
Qualcomm (QCOM) 1.1 $2.7M 40k 66.95
F5 Networks (FFIV) 1.0 $2.2M 25k 89.08
Facebook Inc cl a (META) 0.7 $1.5M 60k 25.58
Apple (AAPL) 0.6 $1.3M 3.0k 442.67
Yahoo! 0.5 $1.2M 50k 23.52
Oracle Corporation (ORCL) 0.5 $1.1M 35k 32.34
Nanometrics Incorporated 0.5 $1.1M 75k 14.43
Workday Inc cl a (WDAY) 0.3 $616k 10k 61.60
Micron Technology (MU) 0.2 $499k 50k 9.98
Cypress Semiconductor Corporation 0.1 $276k 25k 11.04
Intel Corporation (INTC) 0.0 $55k 2.5k 22.00