Jetstream Capital

Jetstream Capital as of March 31, 2011

Portfolio Holdings for Jetstream Capital

Jetstream Capital holds 38 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
JDS Uniphase Corporation 9.0 $47M 2.3M 20.84
salesforce (CRM) 7.4 $39M 290k 133.58
Finisar Corporation 7.4 $39M 1.6M 24.60
Ciena Corporation (CIEN) 6.1 $32M 1.2M 25.94
Valeant Pharmaceuticals Int 5.0 $26M 520k 49.81
Altera Corporation 4.7 $25M 558k 44.02
Potash Corp. Of Saskatchewan I 4.3 $23M 386k 58.93
CF Industries Holdings (CF) 4.3 $23M 166k 136.79
Teradyne (TER) 4.2 $22M 1.2M 17.81
Visa (V) 4.1 $22M 293k 73.62
Fossil 3.9 $20M 216k 93.65
Chart Industries (GTLS) 3.4 $18M 320k 55.04
Youku 2.9 $15M 324k 47.51
Hldgs (UAL) 2.4 $13M 550k 22.99
Autodesk (ADSK) 2.2 $12M 260k 44.11
BroadSoft 2.1 $11M 227k 47.62
IPG Photonics Corporation (IPGP) 1.9 $9.8M 170k 57.68
Deere & Company (DE) 1.9 $9.6M 100k 96.89
MEMC Electronic Materials 1.7 $8.8M 681k 12.96
Hertz Global Holdings 1.7 $8.7M 557k 15.63
Parker-Hannifin Corporation (PH) 1.6 $8.5M 89k 94.68
Valmont Industries (VMI) 1.6 $8.4M 81k 104.37
Freeport-McMoRan Copper & Gold (FCX) 1.5 $7.8M 140k 55.55
Inphi Corporation 1.5 $7.6M 362k 21.01
Rockwell Automation (ROK) 1.4 $7.6M 80k 94.65
National Instruments 1.3 $6.6M 200k 32.77
Riverbed Technology 1.1 $6.0M 160k 37.65
Qualcomm (QCOM) 1.1 $5.9M 108k 54.83
CBS Corporation 1.1 $5.8M 233k 25.04
Robbins & Myers 1.1 $5.7M 124k 45.99
Panera Bread Company 1.0 $5.3M 42k 127.00
Fortinet (FTNT) 0.9 $4.7M 106k 44.15
TRW Automotive Holdings 0.9 $4.5M 81k 55.08
Echostar Corporation (SATS) 0.8 $4.5M 118k 37.85
Interactive Intelligence 0.6 $3.3M 85k 38.71
GeoResources 0.6 $3.2M 101k 31.27
Polaris Industries (PII) 0.6 $2.9M 33k 87.02
Atmel Corporation 0.5 $2.7M 197k 13.63