Security Name	Ticker / CUSIP	Classification	Weighting
Netflix Inc.	NFLX	Internet & Catalog Retail	6.86%
Oracle Corporation	ORCL	Software	6.81%
Hewlett–Packard Company	HPQ	Computers & Peripherals	3.86%
NetSuite, Inc.	N	Software	3.84%
Open Text Corporation	OTEX	Software	3.61%
Google Inc.	GOOG	Internet Software & Services	3.59%
Cisco Systems, Inc.	CSCO	Communications Equipment	3.50%
Informatica Corporation	INFA	Software	3.46%
NetApp Inc.	NTAP	Computers & Peripherals	3.34%
Zynga Inc.	ZNGA	Software	3.18%
Amazon.com, Inc.	AMZN	Internet & Catalog Retail	3.17%
Akamai Technologies, Inc.	AKAM	Internet Software & Services	3.08%
TIBCO Software Inc.	TIBX	Software	2.94%
Microsoft Corporation	MSFT	Software	2.93%
Brightcove Inc.	BCOV	Internet Software & Services	2.84%
EMC Corporation	EMC	Computers & Peripherals	2.83%
Juniper Networks, Inc.	JNPR	Communications Equipment	2.73%
Equinix, Inc.	EQIX	Internet Software & Services	2.70%
SAP AG (ADR)	SAP	Software	2.69%
Teradata Corporation	TDC	IT Services	2.61%
Red Hat, Inc.	RHT	Software	2.60%
Salesforce.com, Inc.	CRM	Software	2.57%
Facebook Inc. (Class A)	FB	Internet Software & Services	2.53%
International Business Machines Corporation	IBM	IT Services	2.39%
F5 Networks, Inc.	FFIV	Communications Equipment	2.36%
VMware, Inc.	VMW	Software	2.13%
Aruba Networks, Inc.	ARUN	Communications Equipment	2.03%
Apple Inc.	AAPL	Computers & Peripherals	1.90%
Rackspace Hosting, Inc.	RAX	Internet Software & Services	1.53%
Financial Engines, Inc.	FNGN	Capital Markets	1.25%
j2 Global Inc.	JCOM	Internet Software & Services	0.98%
CA Inc.	CA	Software	0.94%
Activision Blizzard, Inc.	ATVI	Software	0.92%
Adobe Systems Incorporated	ADBE	Software	0.83%
BMC Software, Inc.	BMC	Software	0.80%
Check Point Software Technologies Ltd.	CHKP	Software	0.76%
Polycom, Inc.	PLCM	Communications Equipment	0.76%
NetScout Systems, Inc.	NTCT	Software	0.73%
Intuit Inc.	INTU	Software	0.70%
Wipro Ltd. (ADR)	WIT	IT Services	0.67%