Total Number of Holdings: 44
| Micron Technology, Inc. |
MU |
Semiconductors |
3.18% |
| Western Digital Corporation |
WDC |
Computer Hardware |
2.79% |
| Seagate Technology |
STX |
Computer Hardware |
2.75% |
| Microsoft Corporation |
MSFT |
Software |
2.70% |
| Akamai Technologies, Inc. |
AKAM |
Internet |
2.67% |
| Yahoo! Inc. |
YHOO |
Internet |
2.61% |
| Applied Materials, Inc. |
AMAT |
Semiconductors |
2.60% |
| Intel Corporation |
INTC |
Semiconductors |
2.57% |
| SanDisk Corporation |
SNDK |
Semiconductors |
2.47% |
| NetApp Inc. |
NTAP |
Computer Hardware |
2.46% |
| NVIDIA Corporation |
NVDA |
Semiconductors |
2.46% |
| Cisco Systems, Inc. |
CSCO |
Telecommunications Equipment |
2.44% |
| Baidu, Inc. (ADR) |
BIDU |
Internet |
2.44% |
| CA Inc. |
CA |
Software |
2.43% |
| Google Inc. |
GOOG |
Internet |
2.39% |
| Avago Technologies Limited |
AVGO |
Semiconductors |
2.33% |
| KLA–Tencor Corporation |
KLAC |
Semiconductors |
2.31% |
| Cerner Corporation |
CERN |
Software |
2.31% |
| Microchip Technology Incorporated |
MCHP |
Semiconductors |
2.27% |
| Adobe Systems Incorporated |
ADBE |
Software |
2.26% |
| Xilinx, Inc. |
XLNX |
Semiconductors |
2.26% |
| Garmin Ltd. |
GRMN |
Telecommunications Equipment |
2.24% |
| Texas Instruments Incorporated |
TXN |
Semiconductors |
2.23% |
| Nuance Communications, Inc. |
NUAN |
Software |
2.22% |
| BMC Software, Inc. |
BMC |
Software |
2.21% |
| Analog Devices, Inc. |
ADI |
Semiconductors |
2.21% |
| Catamaran Corp |
CTRX |
Software |
2.20% |
| Broadcom Corporation (Class A) |
BRCM |
Semiconductors |
2.16% |
| Check Point Software Technologies Ltd. |
CHKP |
Software |
2.15% |
| Linear Technology Corporation |
LLTC |
Semiconductors |
2.14% |
| Apple Inc. |
AAPL |
Computer Hardware |
2.10% |
| QUALCOMM Inc. |
QCOM |
Semiconductors |
2.07% |
| Oracle Corporation |
ORCL |
Software |
2.05% |
| Dell Inc. |
DELL |
Computer Hardware |
2.04% |
| Altera Corporation |
ALTR |
Semiconductors |
2.02% |
| Symantec Corporation |
SYMC |
Software |
2.00% |
| Equinix, Inc. |
EQIX |
Computer Services |
1.97% |
| Facebook Inc. (Class A) |
FB |
Internet |
1.96% |
| Intuit Inc. |
INTU |
Software |
1.94% |
| Autodesk, Inc. |
ADSK |
Software |
1.89% |
| Maxim Integrated Products, Inc. |
MXIM |
Semiconductors |
1.86% |
| Citrix Systems, Inc. |
CTXS |
Software |
1.82% |
| F5 Networks, Inc. |
FFIV |
Telecommunications Equipment |
1.81% |
| Cognizant Technology Solutions Corporation |
CTSH |
Computer Services |
1.77% |