13F-HR 1 a2142255z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2004 ----------------------- Check Here if Amendment / /; Amendment Number: --------- This Amendment (Check only one.): / / is a restatement. / / adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Firsthand Capital Management, Inc. ---------------------------------- Address: 125 South Market ---------------------------------- Suite 1200 ---------------------------------- San Jose, California 95113 ---------------------------------- Form 13F File Number: 28-04505 ----------------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Kevin M. Landis ------------------------------- Title: President ------------------------------- Phone: (408) 294-2200 ------------------------------- Signature, Place, and Date of Signing: /s/ Kevin Landis San Jose, California 08/13/04 ------------------------------- -------------------- ------------- [Signature] [City, State] [Date] Report Type (Check only one.): /X/ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) / / 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) / / 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 -------------------- Form 13F Information Table Entry Total: 127 -------------------- Form 13F Information Table Value Total: $ 1,113,379 -------------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE 1. The Equitable Life Assurance Society (13F file number: 28-42) FORM 13F INFORMATION TABLE FIRSTHAND CAPITAL MANAGEMENT, INC. FORM 13F as of 06/30/04

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- --------------- --------- ----------- ---------------------- ---------- -------- -------------------------- VALUE ~~SHARES/~~SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------- --------------- --------- ----------- --------- ----- ------ ---------- -------- --------- -------- ------- Cisco Systems, Inc. Common Stock 17275R102 $ 9991,~~329~~018 43,~~101~~840,~~045~~405 SH SOLE 43,~~099~~838,~~425~~805 ~~1620~~1600 SanDisk Corp. Common Stock 80004C101 $ 8766,~~335~~092 13,~~427~~047,~~450~~130 SH SOLE 13,~~427,~~045,940 ~~405~~1190 Comverse Technology, Inc. Common Stock 205862402 $ 3843,~~186~~288 2,170,900 SH SOLE 2,170,900 ~~Raytheon~~UTStarcom, CoInc. Common Stock ~~755111507~~918076100 $ 3842,~~072~~290 1,~~267~~398,~~988~~030 SH SOLE 1,~~267~~398,~~369~~030 ~~619~~ Corning, Inc. Common Stock 219350105 $ 3738,~~632~~691 32,~~609~~962,~~114~~551 SH SOLE 32,~~608~~961,~~037~~535 ~~1077~~1016 ~~Lexar Media~~Websense, Inc. Common Stock ~~52886P104~~947684106 $ 3733,~~613~~177 2891,~~159,200~~135 SH SOLE 2891,~~159,200~~135 ~~Electronic~~Wind ~~Arts~~River Systems, Inc. Common Stock ~~285512109~~973149107 $ 3732,~~148~~959 ~~779~~2,~~660~~802,600 SH SOLE ~~779~~2,~~120~~802,600 ~~540~~Texas ~~UTStarcom~~Instruments, Inc. Common Stock ~~918076100~~882508104 $ ~~33,303 898,380 SH SOLE 898,380 Zoran Corp. Common Stock 98975F101 $~~ 29,~~383~~190 1,~~689~~207,~~647~~210 SH SOLE 1,~~689~~206,~~647~~185 ~~Websense,~~1025 ~~Inc.~~VERITAS ~~Common~~Software ~~Stock 947684106 $ 27,542 940,970 SH SOLE 940,970 Adobe Systems, Inc~~Corp. Common Stock ~~00724F101~~923436109 $ 2627,~~285~~775 ~~672~~996,~~934~~230 SH SOLE ~~672~~995,~~582~~155 ~~352~~1075 ~~Wind~~FLIR ~~River~~ Systems, Inc. Common Stock ~~973149107~~302445101 $ 2625,~~040~~836 2470,~~972,~~600 SH SOLE 2470,~~972,~~600 ~~PMC-Sierra~~Aeroflex, Inc. Common Stock ~~69344F106~~007768104 $ 2521,~~240~~116 1,~~255~~473,~~700~~570 SH SOLE 1,~~255~~473,~~700~~570 ~~CACI~~SAP ~~International,~~AG ~~Inc.~~ - AADR ~~Common~~ADR ~~Stock~~803054204 ~~127190304~~ $ 2418,~~286~~638 ~~499~~445,~~500~~790 SH SOLE ~~499~~445,~~500~~210 ~~Western~~580 ~~Digital Corp. Common Stock 958102105 $ 23,979 2,033,830 SH SOLE 2,033,830 Concord Communications, Inc. Common Stock 206186108 $ 23,465 1,189,300 SH SOLE 1,189,300~~ STMicroelectronics N.V. - ADR Common Stock 861012102 $ 2218,~~845~~616 845,800 SH SOLE 845,800 ~~Stratex~~Western ~~Networks,~~Digital Inc. Common Stock 86279T109 $ 20,896 4,859,591 SH SOLE 4,859,591 Aeroflex, Inc. Common Stock 007768104 $ 19,741 1,685,810 SH SOLE 1,685,810 SAP AG - ADR ADR 803054204 $ 19,299 465,055 SH SOLE 464,360 695 Applied Micro Circuits Corp. Common Stock ~~03822W109~~958102105 $ 1718,~~312~~541 2,~~899~~140,~~900~~940 SH SOLE 2,~~899~~140,~~900~~940 Anaren, Inc. Common Stock 032744104 $ 1718,~~261~~332 1,~~222~~121,~~480~~920 SH SOLE 1,~~222~~121,~~480~~920 ~~FLIR~~Zoran ~~Systems, Inc~~Corp. Common Stock ~~302445101~~98975F101 $ 1718,~~177~~060 ~~470~~984,~~600~~172 SH SOLE ~~470~~984,~~600~~172 ~~TriQuint Semiconductor, Inc. Common Stock 89674K103 $ 16,554 2,341,500 SH SOLE 2,341,500 L~~PMC-~~3 Communications Holdings~~Sierra, Inc. Common Stock ~~502424104~~69344F106 $ 1618,~~435~~019 ~~320,000 SH SOLE 320,000 Taiwan Semiconductor Manufacturing Co. - ADR ADR 874039100 $ 15,759~~ 1,~~541~~255,~~360~~700 SH SOLE 1,~~538~~255,~~948~~700 ~~2412~~ Tekelec, Inc. Common Stock 879101103 $ 1416,~~530~~978 934,400 SH SOLE 934,400 Time Warner, Inc. Common Stock 887317105 $ 14,037 781,545 SH SOLE 780,250 1295 Anteon Corp Common Stock 03674E108 $ 11,990 332,600 SH SOLE 332,600 Flextronics International, Ltd. Common Stock Y2573F102 $ 11,908 806,097 SH SOLE 804,576 1521 eBay, Inc. Common Stock 278642103 $ 11,796 182,875 SH SOLE 182,580 295 Harris Corp. Common Stock 413875105 $ 11,521 303,580 SH SOLE 303,580 Marvell Technology Group Ltd. Common Stock G5876H105 $ 1116,~~379~~020 ~~300~~600,000 SH SOLE ~~300~~600,000 ~~Symantec~~Mercury Interactive Corp. Common Stock ~~871503108~~589405109 $ 1115,~~357~~696 ~~329~~314,~~630~~995 SH SOLE ~~329~~314,~~190~~540 ~~440~~455 ~~QUALCOMM~~Adobe Systems, Inc. Common Stock ~~747525103~~00724F101 $ 1115,~~190~~474 ~~207~~332,~~838~~775 SH SOLE ~~207~~332,~~484~~405 ~~354~~370 ~~Altera~~Applied Micro Circuits Corp. Common Stock ~~021441100~~03822W109 $ 1115,~~114~~427 ~~491~~2,~~607~~899,900 SH SOLE ~~490~~2,~~696~~899,900 ~~911~~Lexar ~~Texas Instruments~~Media, Inc. Common Stock ~~882508104~~52886P104 $ 1115,~~106~~393 ~~378~~2,~~704 SH SOLE 378~~304,~~012~~300 ~~692 VERITAS Software Corp. Common Stock 923436109 $ 11,063 299,355~~ SH SOLE ~~298~~2,~~845 510 Intel Corp. Common Stock 458140100 $ 11~~304,~~057~~300 ~~345,650~~Stratex ~~SH SOLE 344~~Networks,~~995~~ ~~655 NetScreen Technologies,~~ Inc. Common Stock ~~64117V107~~86279T109 $ 1114,~~011~~336 ~~444~~4,~~900~~859,591 SH SOLE ~~444~~4,~~900~~859,591 ~~Agilent~~Time ~~Technologies~~Warner, Inc. Common Stock ~~00846U101~~887317105 $ 1014,~~894~~292 ~~373~~812,~~284~~980 SH SOLE ~~372~~811,~~585~~570 ~~699~~1410 ~~Skyworks~~Concord ~~Solutions~~Communications, Inc. Common Stock ~~83088M102~~206186108 $ 1013,~~807~~570 1,~~242~~189,~~170~~300 SH SOLE 1,~~242~~189,~~170~~300 ~~BEA Systems~~Roxio, Inc. Common Stock ~~073325102~~780008108 $ 1013,~~802~~370 ~~879~~2,~~478 SH SOLE 878~~723,~~189~~090 ~~1289 Business Objects SA - ADR ADR 12328X107 $ 10,730 309,805~~ SH SOLE ~~309~~2,~~390 415 Xilinx~~723,090 ~~Inc.~~L-3 ~~Common~~Communications ~~Stock 983919101 $ 10~~Holdings,~~704~~ ~~277,606 SH SOLE 277,083 523 SunGard Data Systems,~~ Inc. Common Stock ~~867363103~~502424104 $ 913,~~421~~360 ~~340~~200,000 SH SOLE ~~340~~200,000 ~~Intrado,~~TriQuint ~~Inc. Common Stock 46117A100 $ 9~~Semiconductor,~~167~~ ~~417,610 SH SOLE 417,610 Powerwave Technologies,~~ Inc. Common Stock ~~739363109~~89674K103 $ 812,~~593~~785 12,~~110~~341,~~230~~500 SH SOLE 12,~~110~~341,~~230 TranSwitch Corp. Common Stock 894065101 $ 8,494 3,693,000 SH SOLE 3,693,000 Microsoft Corp. Common Stock 594918104 $ 8,077 295,659 SH SOLE 295,087 572~~500

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- --------------- --------- ----------- ---------------------- ---------- -------- -------------------------- VALUE ~~SHARES/~~SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------- --------------- --------- ----------- --------- ----- ------ ---------- -------- --------- -------- ------- ~~Mercury~~InterActiveCorp ~~Interactive Corp.~~ Common Stock ~~589405109~~44919P102 $ 812,~~073~~677 ~~166~~420,~~170~~615 SH SOLE ~~165~~420,~~975~~045 ~~195~~570 ~~Oracle Corp. Common Stock 68389X105 $ 8~~Motorola,~~072~~ ~~611,244 SH SOLE 610,122 1122 ChipPAC,~~ Inc. Common Stock ~~169657103~~620076109 $ 712,~~714~~596 1690,~~017,697~~200 SH SOLE 1690,~~016,316~~200 1381 Herley Industries, Inc. Common Stock 427398102 $ 7,709 372,400 SH SOLE 372,400 Roxio, Inc. Common Stock 780008108 $ 7,681 1,600,185 SH SOLE 1,600,185 @ Road, Inc. Common Stock 04648K105 $ 7,247 544,900 SH SOLE 544,900 Amdocs, Ltd. Common Stock G02602103 $ 712,~~107~~224 ~~316~~521,~~615~~730 SH SOLE ~~316~~520,~~155~~955 ~~460~~775 ~~Enterasys~~Altera ~~Networks, Inc. Common Stock 293637104 $ 6,818 1,818,200 SH SOLE 1,818,200 Kopin~~ Corp. Common Stock ~~500600101~~021441100 $ 611,~~641~~971 ~~989~~538,~~715~~734 SH SOLE ~~989,715 ASML Holding N.V. Common Stock N07059111 $ 6,618 330,~~537 ~~SH SOLE 330~~,~~070~~775 ~~467~~959 ~~Cox Communications~~QUALCOMM, Inc. ~~- A~~ Common Stock ~~224044107~~747525103 $ 611,~~584~~869 ~~191~~162,~~410~~630 SH SOLE ~~191~~162,~~120~~260 ~~290~~370 ~~InterActiveCorp~~Anteon ~~Common~~Corp ~~Stock 45840Q101 $ 6,502 191,890 SH SOLE 191,630 260 Pixar~~ Common Stock ~~725811103~~03674E108 $ 610,~~399~~849 92332,~~525~~600 SH SOLE 92332,~~355~~600 ~~170~~Flextronics ~~ATI~~International ~~Technologies, Inc~~Ltd. Common Stock ~~001941103~~Y2573F102 $ 610,~~351~~511 ~~420~~658,~~010~~976 SH SOLE ~~420~~657,~~010~~830 ~~Applied~~1146 ~~Materials,~~Intel ~~Inc~~Corp. Common Stock ~~038222105~~458140100 $ 610,~~294~~453 ~~280~~378,~~997~~717 SH SOLE ~~280~~378,~~492~~085 ~~505~~632 ~~PDF Solutions~~Xilinx, Inc. Common Stock ~~693282105~~983919101 $ 610,~~114~~132 ~~410~~304,~~320~~169 SH SOLE ~~410~~303,~~320~~692 ~~EMC~~477 Symantec Corp. Common Stock ~~268648102~~871503108 $ 69,~~053~~793 ~~469~~223,~~341~~690 SH SOLE ~~468~~223,~~468~~255 ~~873~~435 ~~PerkinElmer~~eBay, Inc. Common Stock ~~714046109~~278642103 $ 59,~~718~~788 ~~335~~106,~~000~~445 SH SOLE ~~335~~106,~~000~~195 ~~Alvarion~~250 ~~Ltd.~~EMC ~~Common Stock M0861T100 $ 5,474 473,970 SH SOLE 473,970 SpectraLink~~ Corp. Common Stock ~~847580107~~268648102 $ 59,~~398~~693 ~~281~~850,~~600~~262 SH SOLE ~~281~~848,~~600~~755 ~~KLA-Tencor~~1507 Microsoft Corp. Common Stock ~~482480100~~594918104 $ 59,~~300~~251 90323,~~713~~922 SH SOLE 90323,~~544~~375 ~~169~~547 ~~Electronics~~Agilent ~~For Imaging~~Technologies, Inc. Common Stock ~~286082102~~00846U101 $ 58,~~204~~892 ~~200~~303,~~000~~677 SH SOLE ~~200~~303,~~000~~121 ~~TeleCommunication~~556 ~~Systems~~Powerwave Technologies, Inc. ~~- A~~ Common Stock ~~87929J103~~739363109 $ 58,~~178~~458 1,~~048~~098,~~100~~500 SH SOLE 1,~~048~~098,~~100~~500 ~~McDATA~~Electronic ~~Corp~~Arts, Inc. ~~- B~~ Common Stock ~~580031102~~285512109 $ 48,~~982~~294 ~~521~~152,~~535~~040 SH SOLE ~~521~~151,~~535~~725 ~~Progress~~315 ~~Software~~Skyworks ~~Corp. Common Stock 743312100 $ 4~~Solutions,~~591~~ ~~224,400 SH SOLE 224,400 Teradyne,~~ Inc. Common Stock ~~880770102~~83088M102 $ 48,~~434~~216 ~~174~~941,~~593~~125 SH SOLE ~~174~~941,~~239~~125 ~~354~~BEA ~~Netflix~~Systems, Inc. Common Stock ~~64110L106~~073325102 $ 47,~~408~~769 80945,~~600~~162 SH SOLE 80943,~~600~~910 ~~CIENA~~1252 ~~Corp.~~Herley ~~Common Stock 171779101 $ 4~~Industries,~~233~~ ~~645,200 SH SOLE 645,200 OmniVision Technologies,~~ Inc. Common Stock ~~682128103~~427398102 $ 47,~~171~~277 75372,~~500~~400 SH SOLE 75372,~~500~~400 ~~Celeritek~~ATI Technologies, Inc. Common Stock ~~150926103~~001941103 $ 37,~~875~~136 ~~522~~378,~~200~~390 SH SOLE ~~522~~378,~~200~~390 ~~REMEC,~~Pixar ~~Inc.~~ Common Stock ~~759543101~~725811103 $ 37,~~866~~048 ~~452~~101,~~120~~400 SH SOLE ~~452~~101,~~120~~225 ~~Concurrent~~175 ~~Computer~~Taiwan ~~Corp~~Semiconductor Manufacturing Co. ~~Common~~- ~~Stock~~ADR ~~206710204~~ADR 874039100 $ 36,~~761~~976 ~~860~~839,~~700~~459 SH SOLE ~~860~~837,~~700~~920 1539 Chordiant Software, Inc. Common Stock 170404107 $ 36,~~558~~576 ~~652~~1,~~935 SH SOLE 652~~442,~~935~~165 ~~Riverstone Networks, Inc. Common Stock 769320102 $ 3,194 2,554,983~~ SH SOLE 21,~~554~~442,~~983~~165 ~~ViaSat,~~TranSwitch ~~Inc~~Corp. Common Stock ~~92552V100~~894065101 $ 26,~~953~~360 ~~154~~3,~~300 SH SOLE 154~~593,~~300~~000 ~~iShares Goldman Sachs Networking Common Stock 464287531 $ 2,855 103,400~~ SH SOLE ~~103~~3,~~400 Intevac~~593,000 ~~Inc.~~ASML ~~Common~~Holding ~~Stock 461148108 $ 2,702 191,600 SH SOLE 191,600 Avici Systems, Inc~~N.V. Common Stock ~~05367L802~~N07059111 $ 26,~~629~~089 ~~330~~355,~~720~~850 SH SOLE ~~330~~355,~~720~~363 ~~Finisar~~487 ~~Corp.~~Applied ~~Common Stock 31787A101 $ 2~~Materials,~~458~~ ~~785,200 SH SOLE 785,200 Agere Systems,~~ Inc. ~~- A~~ Common Stock ~~00845V100~~038222105 $ 26,~~445~~042 ~~801~~307,~~580~~937 SH SOLE ~~801~~307,~~580~~427 ~~Teledyne~~510 ~~Technologies~~Netflix, Inc. Common Stock ~~879360105~~64110L106 $ 25,~~429~~795 ~~128~~161,~~865~~200 SH SOLE ~~128~~161,~~865~~200 ~~Monolithic~~Electronics ~~System~~For ~~Technology~~Imaging, Inc ~~Common Stock 609842109 $ 2,343 273,425 SH SOLE 273,425 Amkor Technology, Inc~~. Common Stock ~~031652100~~286082102 $ 25,~~277~~652 ~~125~~200,~~500 SH SOLE 125,500 Yahoo! Inc. Common Stock 984332106 $ 2,252 50,~~000 SH SOLE 50200,000 ~~Verint Systems~~Intrado, Inc. Common Stock ~~92343X100~~46117A100 $ 25,~~170~~105 96317,~~200~~255 SH SOLE 96317,~~200~~255 ~~PEC~~Kopin ~~Solutions, Inc~~Corp. Common Stock ~~705107100~~500600101 $ 25,~~167~~057 ~~127~~989,~~825~~715 SH SOLE ~~127~~989,~~825~~715 ~~Microtune,~~KLA-Tencor ~~Inc~~Corp. Common Stock ~~59514P109~~482480100 $ 24,~~121~~908 ~~922~~99,~~275~~398 SH SOLE ~~922~~99,~~275~~230 ~~Concord~~168 ~~EFS~~TeleCommunication Systems, Inc. ~~Common~~- ~~Stock~~A ~~206197105 $ 2,078 140,000 SH SOLE 140,000 Cognizant Technology Solutions Corp.~~ Common Stock ~~192446102~~87929J103 $ 24,~~054~~760 45838,~~000~~100 SH SOLE 45838,~~000~~100 ~~VeriSign,~~Alvarion ~~Inc~~Ltd. Common Stock ~~92343E102~~M0861T100 $ 14,~~997~~364 ~~122~~328,~~500~~600 SH SOLE ~~122~~328,~~500~~600 ~~j2 Global Communications~~Teradyne, Inc. Common Stock ~~46626E205~~880770102 $ 14,~~947~~341 78191,~~545~~243 SH SOLE 78190,~~545~~930 ~~MIPS~~313 ~~Technologies~~Avici Systems, Inc. Common Stock ~~604567107~~05367L802 $ 14,~~925~~279 ~~350~~329,~~000~~095 SH SOLE ~~350~~329,~~000~~095 ~~RADWARE~~SpectraLink LTD. Common Stock M81873107 $ 1,908 70,000 SH SOLE 70,000 Ceragon Networks Ltd. Common Stock M22013102 $ 1,867 265,900 SH SOLE 265,900 Retalix Limited Common Stock M8215W109 $ 1,836 79,180 SH SOLE 79,180 Liberty Media Corp. ~~- A~~ Common Stock ~~530718105~~847580107 $ 14,~~813~~272 ~~152~~286,~~462~~700 SH SOLE ~~152~~286,~~462~~700 ~~Cognos,~~PDF ~~Inc. Common Stock 19244C109 $ 1~~Solutions,~~809~~ ~~59,100 SH SOLE 59,100 Microvision,~~ Inc. Common Stock ~~594960106~~693282105 $ 14,~~769~~069 ~~232~~480,~~105~~410 SH SOLE ~~232~~480,~~105~~410

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- --------------- --------- ----------- ---------------------- ---------- -------- -------------------------- VALUE ~~SHARES/~~SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------- --------------- --------- ----------- --------- ----- ------ ---------- -------- --------- -------- ------- ~~Genesis Microchip~~ViaSat, Inc. Common Stock ~~37184C103~~92552V100 $ 13,~~760~~850 97154,~~500~~300 SH SOLE 97154,~~500~~300 ~~Macromedia~~OmniVision Technologies, Inc. Common Stock ~~556100105~~682128103 $ 13,~~755~~742 98234,~~900~~600 SH SOLE 98234,~~900~~600 ~~CNET~~Yahoo! ~~Networks,~~ Inc. Common Stock ~~12613R104~~984332106 $ 13,~~742~~633 ~~255~~100,~~400~~000 SH SOLE ~~255~~100,~~400~~000 ~~Manhattan~~Power ~~Associates~~Integrations, Inc. Common Stock ~~562750109~~739276103 $ 13,~~656~~299 59132,~~900~~500 SH SOLE 59132,~~900~~500 ~~Digital~~Intevac, ~~Insight Corp~~Inc. Common Stock ~~25385P106~~461148108 $ 13,~~618~~212 65362,~~000~~145 SH SOLE 65362,~~000~~145 ~~Amazon.com~~CNET Networks, Inc. Common Stock ~~023135106~~12613R104 $ 12,~~579~~827 30255,~~000~~400 SH SOLE 30255,~~000~~400 ~~Drexler~~REMEC, ~~Technology~~Inc. ~~Corp~~ Common Stock ~~261876106~~759543101 $ 12,~~578~~781 ~~117~~440,~~395~~000 SH SOLE ~~117~~440,~~395~~000 ~~ActivCard~~Harris Corp. Common Stock ~~00506J107~~413875105 $ 12,~~533~~709 ~~194~~53,~~500~~385 SH SOLE ~~194~~53,~~500~~385 ~~Sony~~PerkinElmer, ~~Corp~~Inc. Common Stock ~~835699307~~714046109 $ 12,~~477~~705 42135,~~600~~000 SH SOLE 42135,~~600~~000 ~~Global~~Applied ~~Payments,~~Films ~~Inc~~Corp. Common Stock ~~37940X102~~038197109 $ 12,~~409~~693 2992,~~900~~800 SH SOLE 2992,~~900~~800 ~~Comcast~~WebEx ~~Corp~~Communications, Inc. ~~- Special CL A~~ Common Stock ~~20030N200~~94767L109 $ 12,~~349~~592 43119,100 SH SOLE 43119,100 ~~WebMD~~Macromedia, ~~Corporation~~Inc. Common Stock ~~94769M105~~556100105 $ 12,~~349~~428 ~~150~~98,~~000~~900 SH SOLE ~~150~~98,~~000~~900 ~~Sealed~~Cognizant ~~Air~~Technology Solutions Corp. ~~Common~~- ~~Stock~~A ~~81211K100 $ 1,326 24,500 SH SOLE 24,500 Maxtor Corp.~~ Common Stock ~~577729205~~192446102 $ 12,~~308~~287 ~~117~~90,~~800~~000 SH SOLE ~~117~~90,~~800~~000 ~~Lightbridge,~~First ~~Inc~~Data Corp. Common Stock ~~532226107~~319963104 $ 12,~~274~~275 ~~140~~51,~~000~~100 SH SOLE ~~140~~51,~~000~~100 ~~Take-Two~~ASM ~~Interactive~~International ~~Software Inc~~ Common Stock ~~874054109~~N07045102 $ 1,~~252~~949 4394,~~435~~230 SH SOLE 4394,~~435~~230 ~~Drugstore.com~~Microvision, Inc. Common Stock ~~262241102~~594960106 $ 1,~~232~~858 ~~222~~221,~~700~~210 SH SOLE ~~222~~221,~~700~~210 ~~Witness Systems~~Vyyo, Inc. Common Stock ~~977424100~~918458209 $ 1,~~177~~799 ~~127~~278,000 SH SOLE ~~127~~278,000 ~~LeapFrog~~Agere ~~Enterprises~~Systems, Inc. ~~Common~~- ~~Stock~~A ~~52186N106 $ 1,163 43,855 SH SOLE 43,855 Universal Display Corp~~ Common Stock ~~91347P105~~00845V100 $ 1,~~098~~724 80749,~~000~~530 SH SOLE 80749,~~000~~530 ~~Fair~~Airspan ~~Isaac~~Networks, Inc. Common Stock ~~303250104~~00950H102 $ ~~983~~1,690 20305,~~000~~100 SH SOLE 20305,~~000~~100 ~~MSC~~Amazon.~~Software~~com, ~~Corp~~Inc. Common Stock ~~553531104~~023135106 $ ~~945~~1,632 ~~100~~30,000 SH SOLE ~~100~~30,000 ~~Applied Signal Technology~~Cognos, Inc. Common Stock ~~038237103~~19244C109 $ ~~927~~1,446 40,000 SH SOLE 40,000 ~~SafeNet,~~Ceragon ~~Inc~~Networks ~~Common Stock 78645R107 $ 920 30,000 SH SOLE 30,000 O2 Micro International~~ Ltd. Common Stock ~~G6797E106~~M22013102 $ ~~842~~1,439 37265,~~400~~900 SH SOLE 37265,~~400~~900 ~~Power Integrations~~Celeritek, Inc. Common Stock ~~739276103~~150926103 $ ~~837~~1,429 25372,~~000~~200 SH SOLE 25372,~~000~~200 ~~E*TRADE~~WebMD ~~FINANCIAL~~Corporation ~~Corp.~~ Common Stock ~~269246104~~94769M105 $ ~~759~~1,398 60150,000 SH SOLE 60150,000 ~~ARRIS~~PEC ~~Group~~Solutions, Inc. Common Stock ~~04269Q100~~705107100 $ ~~728~~1,389 ~~100~~116,~~600~~400 SH SOLE ~~100~~116,~~600~~400 ~~Ameritrade Holding Corp~~Overstock. ~~Common Stock 03074K100 $ 705 50~~com,~~000~~ ~~SH SOLE 50,000 WebEx Communications,~~ Inc. Common Stock ~~94767L109~~690370101 $ ~~705~~1,368 35,000 SH SOLE 35,000 ~~Certegy,~~Digital ~~Inc.~~Insight ~~Common Stock 156880106 $ 574 17,500 SH SOLE 17,500 The News~~ Corp. ~~Ltd.~~ Common Stock ~~652487703~~25385P106 $ ~~552 15~~1,~~300~~347 ~~SH SOLE 15~~65,~~300 Cree, Inc. Common Stock 225447101 $ 547 30,900 SH SOLE 30,900 Autobytel, Inc. Common Stock 05275N106 $ 547 60,~~000 SH SOLE 6065,000 ~~ILOG~~MIPS ~~SA - ADR Common Stock 452360100 $ 513 41~~Technologies,~~700~~ ~~SH SOLE 41,700 LivePerson,~~ Inc. Common Stock ~~538146101~~604567107 $ ~~500~~1,346 ~~100~~220,000 SH SOLE ~~100~~220,000 ~~Sigmatel~~Global Payments, Inc. Common Stock ~~82661W107~~37940X102 $ ~~494~~1,346 2029,~~000~~900 SH SOLE 2029,~~000~~900 ~~Raindance~~Genesis ~~Communications~~Microchip, Inc. Common Stock ~~75086X106~~37184C103 $ ~~486~~1,343 ~~176~~97,~~740~~500 SH SOLE ~~176~~97,~~740~~500 ~~Hughes~~Maxtor ~~Electronics~~ Corp. Common Stock ~~444418107~~577729205 $ ~~399~~1,222 24184,~~449~~350 SH SOLE 24184,~~449~~350 ~~Infineon Technologies~~M-~~ADR~~Systems ~~Common~~Flash ~~Stock~~Disk ~~45662N103~~Pioneers $Ltd ~~393 28,700 SH SOLE 28,700 Silicon Image, Inc.~~ Common Stock ~~82705T102~~M7061C100 $ ~~358~~1,118 5075,000 SH SOLE 5075,000 ~~Inet~~Cisco ~~Technologies~~Systems, Inc. ~~Common~~Jul ~~Stock~~22.5 ~~45662V105~~Call ~~$ 300 25,000 SH SOLE 25,000 Metro One Telecommunications~~ Common Stock ~~59163F105~~17275R103 $ ~~291~~1,112 ~~113~~794,~~940~~300 SH Call SOLE ~~113~~794,~~940~~300 ~~Semiconductor~~Liberty ~~HOLDRs~~Media ~~Trust~~Corp. ~~Common~~- ~~Stock~~A ~~816636203 $ 286 6,900 SH SOLE 6,900 BASF AG~~ Common Stock ~~055262505~~530718105 $ ~~212 3~~1,~~800~~101 ~~SH SOLE 3~~122,~~800~~462 ~~Ditech Communications Corporation Common Stock 25500M103 $ 191 10,000~~ SH SOLE 10122,~~000~~462 ~~Ask~~Finisar ~~Jeeves, Inc~~Corp. Common Stock ~~045174109~~31787A101 $ ~~181 10~~1,~~000~~062 ~~SH SOLE 10~~536,~~000 Vastera, Inc. Common Stock 92239N109 $ 174 43,~~500 SH SOLE 43536,500 ~~ScanSoft~~Monster Worldwide, Inc. Common Stock ~~80603P107~~611742107 $ ~~158 29,615 SH SOLE 29,615~~ 1~~-800-FLOWERS.COM~~,029 ~~Inc. - A Common Stock 68243Q106 $ 111 10~~40,000 SH SOLE 1040,000 ~~Extreme~~Amkor ~~Networks~~Technology, Inc. Common Stock ~~30226D106~~031652100 $ ~~92 12~~1,~~695~~027 ~~SH SOLE 12~~125,~~695~~500 ~~Read-Rite Corp. Common Stock 755246204 $ 10 990,000~~ SH SOLE ~~990~~125,~~000 160 $ 1,353,339~~500

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