13F-HR filing

VALIDATED

Holdings period 2009-06-30 · Filed 2009-08-12 · Accession 0001399490-09-000035

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	AMAZON COM INC	COM · 023135106	LONG	167,489	$14.0 million
2	APPLE INC	COM · 037833100	LONG	120,441	$17.2 million
3	ARCSIGHT INC	COM · 039666102	LONG	263,046	$4.7 million
4	ARRIS GROUP INC	COM · 04269Q100	LONG	377,542	$4.6 million
5	BROCADE COMMUNICATIONS SYS I	COM NEW · 111621306	LONG	255,694	$2.0 million
6	CADENCE DESIGN SYSTEM INC	NOTE 1.375%12/1 · 127387AD0	LONG	5,459,000	$4.5 million
7	CHARLOTTE RUSSE HLDG INC	COM · 161048103	LONG	679,122	$8.7 million
8	CHECK POINT SOFTWARE TECH LT	ORD · M22465104	LONG	924,299	$21.7 million
9	CIENA CORP	NOTE 0.250% 5/0 · 171779AB7	LONG	1,000,000	$729,000
10	COACH INC	COM · 189754104	LONG	174,977	$4.7 million
11	CROCS INC	COM · 227046109	LONG	277,300	$943,000
12	CYMER INC	COM · 232572107	LONG	122,894	$3.7 million
13	DICE HLDGS INC	COM · 253017107	LONG	61,785	$287,000
14	ELECTRONICS FOR IMAGING INC	COM · 286082102	LONG	346,655	$3.7 million
15	ETHAN ALLEN INTERIORS INC	COM · 297602104	LONG	109,533	$1.1 million
16	EZCHIP SEMICONDUCTOR LIMITED	ORD · M4146Y108	LONG	315,700	$5.2 million
17	FURNITURE BRANDS INTL INC	COM · 360921100	LONG	168,432	$510,000
18	GAYLORD ENTMT CO NEW	COM · 367905106	LONG	234,964	$3.0 million
19	GOOGLE INC	CL A · 38259P508	LONG	34,400	$14.5 million
20	HOST HOTELS & RESORTS INC	COM · 44107P104	LONG	525,316	$4.4 million
21	INFOSPACE INC	COM PAR $.0001 · 45678T300	LONG	100,000	$663,000
22	IXIA	COM · 45071R109	LONG	17,400	$117,000
23	KONGZHONG CORP	SPONSORED ADR · 50047P104	LONG	89,223	$958,000
24	LIN TV CORP	CL A · 532774106	LONG	20,000	$34,000
25	LORAL SPACE & COMMUNICATNS I	COM · 543881106	LONG	147,300	$3.8 million
26	MATTEL INC	COM · 577081102	LONG	522,403	$8.4 million
27	MELLANOX TECHNOLOGIES LTD	SHS · M51363113	LONG	1,062,276	$12.8 million
28	MICROSOFT CORP	COM · 594918104	LONG	224,829	$5.3 million
29	MICROSTRATEGY INC	CL A NEW · 594972408	LONG	334,328	$16.8 million
30	MIPS TECHNOLOGIES INC	COM · 604567107	LONG	380,271	$1.1 million
31	MOTOROLA INC	COM · 620076109	LONG	1,134,729	$7.5 million
32	MYR GROUP INC DEL	COM · 55405W104	LONG	484,546	$9.8 million
33	NETEZZA CORP	COM · 64111N101	LONG	48,942	$407,000
34	OCH ZIFF CAP MGMT GROUP	CL A · 67551U105	LONG	329,457	$2.9 million
35	OFFICEMAX INC DEL	COM · 67622P101	LONG	1,331,538	$8.4 million
36	ORACLE CORP	COM · 68389X105	LONG	586,234	$12.6 million
37	Palm Inc	COM · 696643105	LONG	187,978	$3.1 million
38	PARAMETRIC TECHNOLOGY CORP	COM NEW · 699173209	LONG	235,889	$2.8 million
39	RADIOSHACK CORP	COM · 750438103	LONG	1,229,892	$17.2 million
40	RUBY TUESDAY INC	COM · 781182100	LONG	50,000	$333,000
41	SHUTTERFLY INC	COM · 82568P304	LONG	284,765	$4.0 million
42	SILICON GRAPHICS INTL CORP	COM · 82706L108	LONG	720,315	$3.3 million
43	SINA CORP	ORD · G81477104	LONG	361,313	$10.7 million
44	SONICWALL INC	COM · 835470105	LONG	809,800	$4.4 million
45	SOURCEFIRE INC	COM · 83616T108	LONG	111,807	$1.4 million
46	TAKE-TWO INTERACTIVE SOFTWAR	COM · 874054109	LONG	960,666	$9.1 million
47	TECHTARGET INC	COM · 87874R100	LONG	70,000	$280,000
48	TRIDENT MICROSYSTEMS INC	COM · 895919108	LONG	143,650	$250,000
49	VERIFONE HLDGS INC	NOTE 1.375% 6/1 · 92342YAB5	LONG	5,600,000	$3.7 million
50	VIASAT INC	COM · 92552V100	LONG	88,500	$2.3 million