Spinner Asset Management

Spinner Asset Management as of Dec. 31, 2010

Portfolio Holdings for Spinner Asset Management

Spinner Asset Management holds 78 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 5.5 $9.9M 200k 49.49
Apple (AAPL) 4.5 $8.1M 25k 322.56
Cree 3.9 $6.9M 105k 65.89
Sina Corporation 3.9 $6.9M 100k 68.82
Cisco Systems (CSCO) 3.4 $6.1M 300k 20.23
Google 2.5 $4.5M 7.5k 594.00
Cypress Semiconductor Corporation 2.3 $4.2M 225k 18.58
DigitalGlobe 2.3 $4.1M 130k 31.71
Acacia Research Corporation (ACTG) 2.2 $3.9M 150k 25.94
Polypore International 2.1 $3.8M 94k 40.73
RealD 2.0 $3.6M 140k 25.92
Corning Incorporated (GLW) 1.9 $3.5M 180k 19.32
EMC Corporation 1.9 $3.4M 150k 22.90
Citrix Systems 1.9 $3.4M 50k 68.42
Marvell Technology Group 1.8 $3.2M 175k 18.56
Atheros Communications 1.8 $3.2M 90k 35.92
Cirrus Logic (CRUS) 1.8 $3.2M 200k 15.98
Microsoft Corporation (MSFT) 1.7 $3.1M 110k 27.91
Baidu (BIDU) 1.6 $2.9M 30k 96.53
Sonic Solutions 1.6 $2.9M 190k 15.00
Oracle Corporation (ORCL) 1.6 $2.8M 90k 31.30
TAL Education (TAL) 1.6 $2.8M 175k 16.10
Smith Micro Software 1.5 $2.8M 175k 15.74
LG Display (LPL) 1.5 $2.7M 150k 17.75
Harmonic (HLIT) 1.4 $2.6M 300k 8.57
Silicon Image 1.4 $2.5M 340k 7.35
Rovi Corporation 1.4 $2.5M 40k 62.00
Inphi Corporation 1.3 $2.3M 116k 20.09
Silicon Laboratories (SLAB) 1.3 $2.3M 50k 46.02
Autodesk (ADSK) 1.3 $2.3M 60k 38.20
Changyou 1.3 $2.3M 80k 28.51
Yahoo! 1.3 $2.2M 135k 16.63
Mellanox Technologies 1.2 $2.2M 85k 26.16
Atmel Corporation 1.2 $2.2M 175k 12.32
Perfect World 1.2 $2.1M 90k 23.66
eBay (EBAY) 1.2 $2.1M 75k 27.83
iSoftStone Holdings 1.2 $2.1M 115k 18.17
China Real Estate Info Corp 1.2 $2.1M 215k 9.60
GT Solar International 1.1 $2.1M 225k 9.12
Entropic Communications 1.1 $2.1M 170k 12.08
SanDisk Corporation 1.1 $2.0M 40k 49.85
Monotype Imaging Holdings 1.1 $1.9M 175k 11.10
NetLogic Microsystems 1.1 $1.9M 60k 31.42
E Commerce China Dangdang 1.1 $1.9M 70k 27.07
International Business Machines (IBM) 1.0 $1.8M 13k 146.80
Hittite Microwave Corporation 1.0 $1.8M 30k 61.03
LSI Corporation 1.0 $1.8M 300k 5.99
Stec 1.0 $1.8M 100k 17.65
Radware Ltd ord (RDWR) 0.9 $1.7M 45k 37.51
Symantec Corporation 0.9 $1.7M 100k 16.74
Integrated Device Technology 0.9 $1.7M 250k 6.66
BMC Software 0.9 $1.6M 35k 47.14
DemandTec 0.9 $1.6M 150k 10.84
Gentex Corporation (GNTX) 0.8 $1.5M 50k 29.56
CoStar (CSGP) 0.8 $1.4M 25k 57.56
Informatica Corporation 0.8 $1.4M 33k 44.03
Bruker Corporation (BRKR) 0.7 $1.2M 75k 16.60
McAfee 0.7 $1.2M 25k 46.32
Emulex Corporation 0.7 $1.2M 100k 11.66
VMware 0.6 $1.1M 13k 88.88
LoopNet 0.6 $1.1M 100k 11.11
Intel Corporation (INTC) 0.4 $789k 38k 21.04
salesforce (CRM) 0.4 $660k 5.0k 132.00
Monster Worldwide 0.3 $591k 25k 23.64
Riverbed Technology 0.3 $528k 15k 35.20
Power-One 0.3 $510k 50k 10.20
ON Semiconductor (ON) 0.3 $494k 50k 9.88
Texas Instruments Incorporated (TXN) 0.3 $488k 15k 32.53
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.3 $464k 25k 18.56
Codexis (CDXS) 0.2 $424k 40k 10.60
Move 0.2 $386k 150k 2.57
Fairchild Semiconductor International 0.2 $390k 25k 15.60
Allot Communications (ALLT) 0.2 $378k 33k 11.63
MIPS Technologies 0.2 $349k 23k 15.17
Yongye International 0.2 $336k 40k 8.40
Commtouch Software 0.1 $223k 60k 3.73
Mitek Systems (MITK) 0.1 $212k 35k 6.06
Seagate Technology Com Stk 0.1 $150k 10k 15.00