13F-HR filing

VALIDATED

Holdings period 2009-09-30 · Filed 2009-11-12 · Accession 0001399490-09-000046

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ALCATEL-LUCENT	COM · 013905305	LONG	2,873,500	$12.9 million
2	APPLE INC	COM · 037833100	LONG	159,341	$29.5 million
3	ARUBA NETWORKS INC	COM · 043176106	LONG	29,600	$262,000
4	CBS CORP NEW	CL B · 124857202	LONG	157,000	$1.9 million
5	CHECK POINT SOFTWARE TECH LT	ORD · M22465104	LONG	360,699	$10.2 million
6	CROCS INC	COM · 227046109	LONG	2,359,897	$15.7 million
7	DICE HLDGS INC	COM · 253017107	LONG	61,785	$405,000
8	DILLARDS INC	CL A · 254067101	LONG	192,600	$2.7 million
9	EBAY INC	COM · 278642103	LONG	1,274,100	$30.1 million
10	ELECTRONICS FOR IMAGING INC	COM · 286082102	LONG	768,255	$8.7 million
11	EXPEDIA INC DEL	COM · 30212P105	LONG	445,400	$10.7 million
12	EZCHIP SEMICONDUCTOR LIMITED	ORD · M4146Y108	LONG	146,900	$1.9 million
13	GANNETT INC	COM · 364730101	LONG	285,500	$3.6 million
14	GAYLORD ENTMT CO NEW	COM · 367905106	LONG	162,600	$3.3 million
15	GOOGLE INC	CL A · 38259P508	LONG	18,883	$9.4 million
16	HEWLETT PACKARD CO	COM · 428236103	LONG	67,300	$3.2 million
17	HSN INC	COM · 404303109	LONG	178,600	$2.9 million
18	INFOSPACE INC	COM PAR $.0001 · 45678T300	LONG	100,000	$772,000
19	IXIA	COM · 45071R109	LONG	86,900	$596,000
20	KONGZHONG CORP	SPONSORED ADR · 50047P104	LONG	36,000	$516,000
21	LIN TV CORP	CL A · 532774106	LONG	494,400	$2.3 million
22	LOOPNET INC	COM · 543524300	LONG	163,500	$1.5 million
23	LORAL SPACE & COMMUNICATNS I	COM · 543881106	LONG	161,800	$4.4 million
24	MACYS INC	COM · 55616P104	LONG	153,500	$2.8 million
25	MATTEL INC	COM · 577081102	LONG	1,207,403	$22.3 million
26	MATTEL INC	COM · 577081102	CALL	1,095,200	$20.2 million
27	MELLANOX TECHNOLOGIES LTD	SHS · M51363113	LONG	615,483	$10.1 million
28	MEREDITH CORP	COM · 589433101	LONG	392,900	$11.8 million
29	MICROSTRATEGY INC	CL A NEW · 594972408	LONG	265,395	$19.0 million
30	MIPS TECHNOLOGIES INC	COM · 604567107	LONG	552,371	$2.1 million
31	MOTOROLA INC	COM · 620076109	LONG	803,229	$6.9 million
32	MYR GROUP INC DEL	COM · 55405W104	LONG	399,146	$8.4 million
33	NETEZZA CORP	COM · 64111N101	LONG	1,040,442	$11.7 million
34	OFFICEMAX INC DEL	COM · 67622P101	LONG	822,138	$10.3 million
35	ORACLE CORP	COM · 68389X105	LONG	34,300	$715,000
36	PACIFIC SUNWEAR CALIF INC	COM · 694873100	LONG	83,000	$427,000
37	PHILLIPS VAN HEUSEN CORP	COM · 718592108	LONG	34,500	$1.5 million
38	PIER 1 IMPORTS INC	COM · 720279108	LONG	1,785,155	$6.9 million
39	RADIOSHACK CORP	COM · 750438103	LONG	163,381	$2.7 million
40	SAPIENT CORP	COM · 803062108	LONG	411,500	$3.3 million
41	SHUTTERFLY INC	COM · 82568P304	LONG	445,765	$7.4 million
42	SILICON GRAPHICS INTL CORP	COM · 82706L108	LONG	682,515	$4.6 million
43	SINA CORP	ORD · G81477104	LONG	573,913	$21.8 million
44	SONICWALL INC	COM · 835470105	LONG	1,198,900	$10.1 million
45	SOURCEFIRE INC	COM · 83616T108	LONG	39,500	$848,000
46	TAKE-TWO INTERACTIVE SOFTWAR	COM · 874054109	LONG	874,166	$9.8 million
47	TECHTARGET INC	COM · 87874R100	LONG	80,000	$456,000
48	TELVENT GIT SA	SHS · E90215109	LONG	127,103	$3.7 million
49	TRIDENT MICROSYSTEMS INC	COM · 895919108	LONG	143,650	$372,000
50	VALUECLICK INC	COM · 92046N102	LONG	30,400	$401,000
51	VEECO INSTRS INC DEL	COM · 922417100	LONG	75,300	$1.8 million
52	YAHOO INC	COM · 984332106	LONG	751,200	$13.4 million
53	ZIPREALTY INC	COM · 98974V107	LONG	381,049	$1.6 million
54	ZORAN CORP	COM · 98975F101	LONG	966,298	$11.1 million