COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- --------------- --------- ----------- ---------------------- ---------- -------- ------------------------- VALUE ~~SHRS~~SHARES/ OR SH/ PUT/ ~~INVESTMENT~~INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (xX$1000) PRN AMT PRN CALL ~~DISCRETION~~DSCRETN MANAGERS SOLE SHARED NONE ----------------------~~---~~ --------------- --------- --------~~---~~ --------- ----- ------ -------~~---~~ -------- --------- -------- ------ ~~Cisco~~SanDisk ~~Systems,~~Corp ~~Inc.~~ Common Stock ~~17275R102~~80004C101 ~~$ 91~~77,~~018~~567 3,~~840~~106,~~405~~395 SH SOLE 3,~~838~~105,~~805~~355 ~~1600~~1,040 ~~SanDisk~~Comverse ~~Corp~~Technology, Inc. Common Stock ~~80004C101~~205862402 ~~$ 66~~43,~~092~~421 31,~~047~~775,~~130~~900 SH SOLE 31,~~045~~775,~~940~~900 ~~1190~~Wind ~~Comverse~~River ~~Technology~~Systems, Inc. Common Stock ~~205862402~~973149107 $35,536 432,~~288~~622,600 SH SOLE 2,~~170~~622,~~900~~600 Corning, Inc. Common Stock 219350105 33,357 2,834,072 SH SOLE 2,~~170~~833,~~900~~005 1,067 UTStarcom, Inc. Common Stock 918076100 ~~$ 42~~30,~~290~~953 1,~~398~~397,~~030~~420 SH SOLE 1,~~398~~397,~~030~~420 ~~Corning~~FLIR Systems, Inc. Common Stock ~~219350105~~302445101 $30,020 38470,~~691~~600 2SH SOLE 470,~~962~~600 Texas Instruments,~~551~~ Inc. Common Stock 882508104 29,289 1,189,642 SH SOLE 21,~~961~~188,~~535~~830 ~~1016~~812 Websense, Inc. Common Stock 947684106 $28,884 33569,~~177~~485 ~~891~~SH SOLE 569,~~135~~485 VERITAS Software Corp. Common Stock 923436109 27,733 971,380 SH SOLE ~~891~~970,~~135~~435 ~~Wind~~945 ~~River~~Western ~~Systems~~Digital Corp. Common Stock 958102105 22,720 2,095,975 SH SOLE 2,095,975 Napster, Inc. Common Stock ~~973149107~~630797108 ~~$ 32~~22,~~959~~419 2,~~802~~384,~~600~~965 SH SOLE 2,~~802~~384,~~600~~965 ~~Texas Instruments~~Netflix, Inc. Common Stock ~~882508104~~64110L106 ~~$ 29~~21,~~190~~807 1,~~207~~768,~~210~~600 SH SOLE 1,~~206~~768,~~185~~600 ~~1025~~Cisco ~~VERITAS~~Systems, ~~Software Corp~~Inc. Common Stock ~~923436109~~17275R102 ~~$ 27~~18,~~775~~457 ~~996~~956,~~230~~325 SH SOLE ~~995~~955,~~155~~185 ~~1075~~1,140 ~~FLIR Systems~~Tekelec, Inc. Common Stock ~~302445101~~879101103 ~~$ 25~~17,~~836~~901 ~~470~~875,~~600~~800 SH SOLE ~~470~~875,~~600~~800 Aeroflex, Inc. Common Stock 007768104 ~~$ 21~~17,~~116~~756 1,~~473~~465,~~570~~050 SH SOLE 1,~~473~~465,~~570~~050 Marvell Technology Group Ltd. Common Stock G5876H105 17,735 500,000 SH SOLE 500,000 SAP AG - ADR ADR 803054204 ~~$ 18~~17,~~638~~329 ~~445~~391,~~790~~965 SH SOLE ~~445~~391,~~210~~560 ~~580~~405 Lexar Media, Inc. Common Stock 52886P104 17,241 2,199,080 SH SOLE 2,199,080 STMicroelectronics N.V. - ADR ADR 861012102 15,761 815,800 SH SOLE 815,800 Business Objects SA - ADR ADR 12328X107 14,639 577,710 SH SOLE 576,840 870 Amdocs Ltd. Common Stock ~~861012102~~G02602103 $14,554 18554,~~616~~445 ~~845~~SH SOLE 553,~~800~~655 790 Anaren, Inc. Common Stock 032744104 14,466 1,116,225 SH SOLE ~~845~~1,~~800~~116,225 ~~Western~~Mercury ~~Digital~~Interactive Corp. Common Stock ~~958102105~~589405109 $14,458 18317,~~541~~410 2SH SOLE 316,~~140~~965 445 eBay,~~940~~ Inc. Common Stock 278642103 13,570 116,705 SH SOLE 116,550 155 QUALCOMM, Inc. Common Stock 747525103 13,555 319,703 SH SOLE 319,220 483 Taiwan Semiconductor Manufactu ADR 874039100 13,157 1,549,713 SH SOLE 1,547,465 2,~~140~~248 PMC-Sierra,~~940~~ ~~Anaren~~Inc. Common Stock 69344F106 13,002 1,155,700 SH SOLE 1,155,700 IAC/InterActiveCorp Common Stock 44919P102 12,694 459,580 SH SOLE 458,995 585 Adobe Systems, Inc. Common Stock ~~032744104~~00724F101 $12,514 18199,~~332~~452 SH SOLE 199,140 312 Pixar Common Stock 725811103 12,111 141,470 SH SOLE 141,250 220 Concord Communications, Inc. Common Stock 206186108 12,069 1,~~121~~089,~~920~~300 SH SOLE 1,~~121~~089,~~920~~300 Motorola, Inc. Common Stock 620076109 11,871 690,200 SH SOLE 690,200 Zoran Corp. Common Stock 98975F101 $11,341 18979,~~060~~382 ~~984~~SH SOLE 979,~~172~~382 Stratex Networks, Inc. Common Stock 86279T109 10,655 4,714,591 SH SOLE ~~984~~4,714,591 TriQuint Semiconductor, Inc. Common Stock 89674K103 10,420 2,341,500 SH SOLE 2,341,500 Xilinx, Inc. Common Stock 983919101 10,072 339,684 SH SOLE 339,150 534 Altera Corp. Common Stock 021441100 9,642 465,805 SH SOLE 465,065 740 EMC Corp. Common Stock 268648102 9,347 628,570 SH SOLE 627,590 980 Skyworks Solutions, Inc. Common Stock 83088M102 8,586 910,465 SH SOLE 910,465 Agilent Technologies, Inc. Common Stock 00846U101 8,172 ~~PMC-Sierra~~339,079 SH SOLE 338,551 528 BEA Systems, Inc. Common Stock ~~69344F106~~073325102 $7,778 18877,~~019~~855 SH SOLE 876,545 1,~~255~~310 PDF Solutions,~~700~~ Inc. Common Stock 693282105 6,907 428,730 SH SOLE 428,730 Applied Micro Circuits Corp. Common Stock 03822W109 6,315 1,~~255~~499,~~700~~900 ~~Tekelec~~SH SOLE 1,499,900 Akamai Technologies, Inc. Common Stock ~~879101103~~00971T101 $6,261 16480,~~978~~500 ~~934~~SH SOLE 480,~~400~~500 ASML Holding N.V. Common Stock N07059111 6,202 389,594 SH SOLE ~~934~~389,~~400~~088 ~~Marvell~~506 ~~Technology~~Applied ~~Group~~Materials, ~~Ltd~~Inc Common Stock 038222105 5,881 343,895 SH SOLE 343,357 538 Intel Corp. Common Stock ~~G5876H105~~458140100 $5,639 16241,~~020~~089 ~~600~~SH SOLE 240,~~000~~695 394 Anteon Corp Common Stock 03674E108 5,551 132,600 SH SOLE 132,600 TranSwitch Corp. Common Stock 894065101 5,533 3,593,000 ~~Mercury~~SH ~~Interactive~~SOLE 3,593,000 Microsoft Corp. Common Stock ~~589405109~~594918104 $5,222 15195,~~696~~494 SH SOLE 195,180 314 KLA-Tencor Corp. Common Stock 482480100 5,~~995~~170 110,994 SH SOLE ~~314~~110,~~540~~820 ~~455~~174 ~~Adobe~~SpectraLink ~~Systems~~Corp. Common Stock 847580107 4,065 286,700 SH SOLE 286,700 Kopin Corp. Common Stock 500600101 3,811 984,715 SH SOLE 984,715 Intrado, Inc. Common Stock ~~00724F101~~46117A100 $3,774 15311,~~474~~885 ~~332~~SH SOLE 311,~~775~~885 Yahoo! Inc. Common Stock 984332106 3,768 100,000 SH SOLE ~~332~~100,~~405~~000 ~~370~~ViaSat, ~~Applied~~Inc. ~~Micro~~Common ~~Circuits~~Stock 92552V100 3,745 154,300 SH SOLE 154,300 OmniVision Technologies, Inc. Common Stock 682128103 3,685 200,840 SH SOLE 200,840 L-3 Communications Holdings Common Stock 502424104 3,662 50,000 SH SOLE 50,000 Teradyne, Inc. Common Stock 880770102 3,646 213,570 SH SOLE 213,240 330 Electronics For Imaging, Inc. Common Stock 286082102 3,482 200,000 SH SOLE 200,000 Harris Corp. Common Stock ~~03822W109~~413875105 $3,180 1551,~~427~~460 2SH SOLE 51,~~899~~460 Macromedia, Inc. Common Stock 556100105 3,078 98,900 SH SOLE 98,900 CNET Networks, Inc Common Stock 12613R104 2,~~899~~868 255,~~900~~400 ~~Lexar~~SH ~~Media~~SOLE 255,400 Avici Systems, Inc. Common Stock ~~52886P104~~05367L802 $2,829 15312,~~393~~560 SH SOLE 312,560 TeleCommunication Systems, Inc Common Stock 87929J103 2,~~304~~765 828,~~300~~100 SH SOLE 828,100 WebEx Communications, Inc. Common Stock 94767L109 2,~~304~~713 114,~~300~~100 ~~Stratex~~SH SOLE 114,100 Intevac, Inc. Common Stock 461148108 2,676 353,960 SH SOLE 353,960 Symantec Corp. Common Stock 871503108 2,593 100,670 SH SOLE 100,000 670 PerkinElmer, Inc. Common Stock 714046109 2,586 115,000 SH SOLE 115,000 Power Integrations, Inc. Common Stock 739276103 2,562 129,530 SH SOLE 129,530 Vyyo, Inc. Common Stock 918458209 2,298 266,945 SH SOLE 266,945 Applied Films Corp. Common Stock 038197109 2,001 92,800 SH SOLE 92,800 Monster Worldwide, Inc. Common Stock 611742107 1,981 58,900 SH SOLE 58,900 Alvarion Ltd. Common Stock M0861T100 1,977 148,900 SH SOLE 148,900 MIPS Technologies, Inc. Common Stock 604567107 1,970 200,000 SH SOLE 200,000 Cognizant Technology Solutions Common Stock 192446102 1,943 45,900 SH SOLE 45,900 Ceragon Networks Ltd. Common Stock M22013102 1,872 278,100 SH SOLE 278,100 REMEC, Inc. Common Stock ~~86279T109~~759543101 $1,730 14240,~~336~~000 4SH SOLE 240,~~859~~000 PEC Solutions,~~591~~ Inc. Common Stock 705107100 1,649 116,400 SH SOLE 4116,~~859~~400 Airspan Networks,~~591~~ Inc. Common Stock 00950H102 1,592 293,100 SH SOLE 293,100 First Data Corp. Common Stock 319963104 1,489 35,000 SH SOLE 35,000 Verint Systems, Inc. Common Stock 92343X100 1,388 38,200 SH SOLE 38,200 Microvision, Inc. Common Stock 594960106 1,380 197,170 SH SOLE 197,170 Chordiant Software, Inc. Common Stock 170404107 1,368 600,000 SH SOLE 600,000 Amazon.com, Inc. Common Stock 023135106 1,329 30,000 SH SOLE 30,000 Freescale Semiconductor, Inc. Common Stock 35687M206 1,399 76,208 SH SOLE 76,208 M-Systems Flash Disk Pioneers Common Stock M7061C100 1,282 65,000 SH SOLE 65,000 WebMD Corporation Common Stock 94769M105 1,224 150,000 SH SOLE 150,000 Finisar Corp. Common Stock 31787A101 1,223 536,500 SH SOLE 536,500 Time Warner, Inc. Common Stock 887317105 ~~$ 14~~1,~~292~~217 ~~812~~62,~~980~~600 SH SOLE ~~811~~62,~~570~~600 ~~1410~~Digital ~~Concord~~Insight ~~Communications~~Corp. Common Stock 25385P106 1,196 65,000 SH SOLE 65,000 Powerwave Technologies, Inc. Common Stock ~~206186108~~739363109 $1,182 13139,~~570~~400 SH SOLE 139,400 Cognos, Inc. Common Stock 19244C109 1,~~189~~102 25,~~300~~000 SH SOLE 25,000 Asyst Technologies, Inc. Common Stock 04648X107 1,~~189~~018 200,~~300~~000 ~~Roxio~~SH SOLE 200,000 Agere Systems, Inc. - A Common Stock ~~780008108~~00845V100 $998 13728,~~370~~690 2SH SOLE 728,~~723~~690 Lionbridge Technologies,~~090~~ Inc. Common Stock 536252109 960 142,800 SH SOLE 2142,~~723~~800 E*TRADE FINANCIAL Corp. Common Stock 269246104 897 60,~~090~~000 LSH SOLE 60,000 Amkor Technology, Inc. Common Stock 031652100 838 125,500 SH SOLE 125,500 Novell, Inc. Common Stock 670006105 828 122,600 SH SOLE 122,600 Drugstore.com, Inc. Common Stock 262241102 757 222,700 SH SOLE 222,700 Universal Display Corp Common Stock 91347P105 720 80,000 SH SOLE 80,000 Ameritrade Holding Corp. Common Stock 03074K100 711 50,000 SH SOLE 50,000 Volterra Semiconductor Corp. Common Stock 928708106 665 30,000 SH SOLE 30,000 Nokia Corp. -3 ADR ADR 654902204 619 39,500 SH SOLE 39,500 LeapFrog Enterprises, Inc. Common Stock 52186N106 565 41,570 SH SOLE 41,570 Fair Isaac Corp. Common Stock 303250104 550 15,000 SH SOLE 15,000 RADWARE LTD. Common Stock M81873107 523 20,000 SH SOLE 20,000 j2 Global Communications, ~~Holdings~~Inc. Common Stock 46626E205 509 14,755 SH SOLE 14,755 O2Micro International Ltd. Common Stock G6797E106 428 37,400 SH SOLE 37,400 Autobytel, Inc. Common Stock ~~502424104~~05275N106 $362 1360,~~360~~000 ~~200~~SH SOLE 60,000 Celeritek, Inc. Common Stock 150926103 355 232,200 SH SOLE 232,200 Liberty Media International Common Stock 530719103 352 7,623 SH SOLE 7,623 Sportsman's Guide, Inc. Common Stock 848907200 338 15,000 ~~TriQuint~~SH ~~Semiconductor~~SOLE 15,000 LivePerson, Inc. Common Stock ~~89674K103~~538146101 $314 12100,~~785~~000 2SH SOLE 100,~~341~~000 Infineon Technologies-ADR ADR 45662N103 313 28,~~500~~700 SH SOLE 228,~~341~~700 Ask Jeeves,~~500~~ Inc. Common Stock 045174109 268 10,000 SH SOLE 10,000 Red Hat, Inc. Common Stock 756577102 267 20,000 SH SOLE 20,000 Proxim Corp. - A Common Stock 744283201 88 21,630 SH SOLE 21,630 1-800-FLOWERS.COM, Inc. - A Common Stock 68243Q106 84 10,000 SH SOLE 10,000 119 954,847

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- --------------- --------- ----------- ---------------------- ---------- -------- ------------------------- VALUE 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 ------------------------- --------------- --------- ----------- --------- ----- ------ ---------- -------- --------- -------- ------ InterActiveCorp Common Stock 44919P102 $ 12,677 420,615 SH SOLE 420,045 570 Motorola, Inc. Common Stock 620076109 $ 12,596 690,200 SH SOLE 690,200 Amdocs Ltd. Common Stock G02602103 $ 12,224 521,730 SH SOLE 520,955 775 Altera Corp. Common Stock 021441100 $ 11,971 538,734 SH SOLE 537,775 959 QUALCOMM, Inc. Common Stock 747525103 $ 11,869 162,630 SH SOLE 162,260 370 Anteon Corp Common Stock 03674E108 $ 10,849 332,600 SH SOLE 332,600 Flextronics International Ltd. Common Stock Y2573F102 $ 10,511 658,976 SH SOLE 657,830 1146 Intel Corp. Common Stock 458140100 $ 10,453 378,717 SH SOLE 378,085 632 Xilinx, Inc. Common Stock 983919101 $ 10,132 304,169 SH SOLE 303,692 477 Symantec Corp. Common Stock 871503108 $ 9,793 223,690 SH SOLE 223,255 435 eBay, Inc. Common Stock 278642103 $ 9,788 106,445 SH SOLE 106,195 250 EMC Corp. Common Stock 268648102 $ 9,693 850,262 SH SOLE 848,755 1507 Microsoft Corp. Common Stock 594918104 $ 9,251 323,922 SH SOLE 323,375 547 Agilent Technologies, Inc. Common Stock 00846U101 $ 8,892 303,677 SH SOLE 303,121 556 Powerwave Technologies, Inc. Common Stock 739363109 $ 8,458 1,098,500 SH SOLE 1,098,500 Electronic Arts, Inc. Common Stock 285512109 $ 8,294 152,040 SH SOLE 151,725 315 Skyworks Solutions, Inc. Common Stock 83088M102 $ 8,216 941,125 SH SOLE 941,125 BEA Systems, Inc. Common Stock 073325102 $ 7,769 945,162 SH SOLE 943,910 1252 Herley Industries, Inc. Common Stock 427398102 $ 7,277 372,400 SH SOLE 372,400 ATI Technologies, Inc. Common Stock 001941103 $ 7,136 378,390 SH SOLE 378,390 Pixar Common Stock 725811103 $ 7,048 101,400 SH SOLE 101,225 175 Taiwan Semiconductor Manufacturing Co. - ADR ADR 874039100 $ 6,976 839,459 SH SOLE 837,920 1539 Chordiant Software, Inc. Common Stock 170404107 $ 6,576 1,442,165 SH SOLE 1,442,165 TranSwitch Corp. Common Stock 894065101 $ 6,360 3,593,000 SH SOLE 3,593,000 ASML Holding N.V. Common Stock N07059111 $ 6,089 355,850 SH SOLE 355,363 487 Applied Materials, Inc. Common Stock 038222105 $ 6,042 307,937 SH SOLE 307,427 510 Netflix, Inc. Common Stock 64110L106 $ 5,795 161,200 SH SOLE 161,200 Electronics For Imaging, Inc. Common Stock 286082102 $ 5,652 200,000 SH SOLE 200,000 Intrado, Inc. Common Stock 46117A100 $ 5,105 317,255 SH SOLE 317,255 Kopin Corp. Common Stock 500600101 $ 5,057 989,715 SH SOLE 989,715 KLA-Tencor Corp. Common Stock 482480100 $ 4,908 99,398 SH SOLE 99,230 168 TeleCommunication Systems, Inc. - A Common Stock 87929J103 $ 4,760 838,100 SH SOLE 838,100 Alvarion Ltd. Common Stock M0861T100 $ 4,364 328,600 SH SOLE 328,600 Teradyne, Inc. Common Stock 880770102 $ 4,341 191,243 SH SOLE 190,930 313 Avici Systems, Inc. Common Stock 05367L802 $ 4,279 329,095 SH SOLE 329,095 SpectraLink Corp. Common Stock 847580107 $ 4,272 286,700 SH SOLE 286,700 PDF Solutions, Inc. Common Stock 693282105 $ 4,069 480,410 SH SOLE 480,410

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- --------------- --------- ----------- ---------------------- ---------- -------- ------------------------- VALUE 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 ------------------------- --------------- --------- ----------- --------- ----- ------ ---------- -------- --------- -------- ------ ViaSat, Inc. Common Stock 92552V100 $ 3,850 154,300 SH SOLE 154,300 OmniVision Technologies, Inc. Common Stock 682128103 $ 3,742 234,600 SH SOLE 234,600 Yahoo! Inc. Common Stock 984332106 $ 3,633 100,000 SH SOLE 100,000 Power Integrations, Inc. Common Stock 739276103 $ 3,299 132,500 SH SOLE 132,500 Intevac, Inc. Common Stock 461148108 $ 3,212 362,145 SH SOLE 362,145 CNET Networks, Inc. Common Stock 12613R104 $ 2,827 255,400 SH SOLE 255,400 REMEC, Inc. Common Stock 759543101 $ 2,781 440,000 SH SOLE 440,000 Harris Corp. Common Stock 413875105 $ 2,709 53,385 SH SOLE 53,385 PerkinElmer, Inc. Common Stock 714046109 $ 2,705 135,000 SH SOLE 135,000 Applied Films Corp. Common Stock 038197109 $ 2,693 92,800 SH SOLE 92,800 WebEx Communications, Inc. Common Stock 94767L109 $ 2,592 119,100 SH SOLE 119,100 Macromedia, Inc. Common Stock 556100105 $ 2,428 98,900 SH SOLE 98,900 Cognizant Technology Solutions Corp. - A Common Stock 192446102 $ 2,287 90,000 SH SOLE 90,000 First Data Corp. Common Stock 319963104 $ 2,275 51,100 SH SOLE 51,100 ASM International Common Stock N07045102 $ 1,949 94,230 SH SOLE 94,230 Microvision, Inc. Common Stock 594960106 $ 1,858 221,210 SH SOLE 221,210 Vyyo, Inc. Common Stock 918458209 $ 1,799 278,000 SH SOLE 278,000 Agere Systems, Inc. - A Common Stock 00845V100 $ 1,724 749,530 SH SOLE 749,530 Airspan Networks, Inc. Common Stock 00950H102 $ 1,690 305,100 SH SOLE 305,100 Amazon.com, Inc. Common Stock 023135106 $ 1,632 30,000 SH SOLE 30,000 Cognos, Inc. Common Stock 19244C109 $ 1,446 40,000 SH SOLE 40,000 Ceragon Networks Ltd. Common Stock M22013102 $ 1,439 265,900 SH SOLE 265,900 Celeritek, Inc. Common Stock 150926103 $ 1,429 372,200 SH SOLE 372,200 WebMD Corporation Common Stock 94769M105 $ 1,398 150,000 SH SOLE 150,000 PEC Solutions, Inc. Common Stock 705107100 $ 1,389 116,400 SH SOLE 116,400 Overstock.com, Inc. Common Stock 690370101 $ 1,368 35,000 SH SOLE 35,000 Digital Insight Corp. Common Stock 25385P106 $ 1,347 65,000 SH SOLE 65,000 MIPS Technologies, Inc. Common Stock 604567107 $ 1,346 220,000 SH SOLE 220,000 Global Payments, Inc. Common Stock 37940X102 $ 1,346 29,900 SH SOLE 29,900 Genesis Microchip, Inc. Common Stock 37184C103 $ 1,343 97,500 SH SOLE 97,500 Maxtor Corp. Common Stock 577729205 $ 1,222 184,350 SH SOLE 184,350 M-Systems Flash Disk Pioneers Ltd Common Stock M7061C100 $ 1,118 75,000 SH SOLE 75,000 Cisco Systems, Inc. Jul 22.5 Call Common Stock 17275R103 $ 1,112 794,300 SH Call SOLE 794,300 Liberty Media Corp. - A Common Stock 530718105 $ 1,101 122,462 SH SOLE 122,462 Finisar Corp. Common Stock 31787A101 $ 1,062 536,500 SH SOLE 536,500 Monster Worldwide, Inc. Common Stock 611742107 $ 1,029 40,000 SH SOLE 40,000 Amkor Technology, Inc. Common Stock 031652100 $ 1,027 125,500 SH SOLE 125,500

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- --------------- --------- ----------- ---------------------- ---------- -------- ------------------------- VALUE 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 ------------------------- --------------- --------- ----------- --------- ----- ------ ---------- -------- --------- -------- ------ Fair Isaac, Inc. Common Stock 303250104 $ 1,001 30,000 SH SOLE 30,000 Witness Systems, Inc. Common Stock 977424100 $ 936 77,000 SH SOLE 77,000 Business Objects SA - ADR ADR 12328X107 $ 903 40,000 SH SOLE 40,000 LeapFrog Enterprises, Inc. Common Stock 52186N106 $ 868 43,645 SH SOLE 43,645 Universal Display Corp Common Stock 91347P105 $ 859 80,000 SH SOLE 80,000 Drugstore.com, Inc. Common Stock 262241102 $ 777 222,700 SH SOLE 222,700 Certegy, Inc. Common Stock 156880106 $ 679 17,500 SH SOLE 17,500 E*TRADE FINANCIAL Corp. Common Stock 269246104 $ 669 60,000 SH SOLE 60,000 O2Micro International Ltd.Common Stock G6797E106 $ 637 37,400 SH SOLE 37,400 Ameritrade Holding Corp. Common Stock 03074K100 $ 568 50,000 SH SOLE 50,000 Autobytel, Inc. Common Stock 05275N106 $ 545 60,000 SH SOLE 60,000 ILOG SA - ADR Common Stock 452360100 $ 540 41,700 SH SOLE 41,700 j2 Global Communications, Inc. Common Stock 46626E205 $ 478 17,200 SH SOLE 17,200 Red Hat, Inc. Common Stock 756577102 $ 459 20,000 SH SOLE 20,000 Infineon Technologies-ADR Common Stock 45662N103 $ 390 28,700 SH SOLE 28,700 Ask Jeeves, Inc. Common Stock 045174109 $ 390 10,000 SH SOLE 10,000 RADWARE LTD. Common Stock M81873107 $ 341 20,000 SH SOLE 20,000 LivePerson, Inc. Common Stock 538146101 $ 301 100,000 SH SOLE 100,000 Liberty Media International, Inc. Common Stock 530719103 $ 283 7,623 SH SOLE 7,623 BASF AG Common Stock 055262505 $ 205 3,800 SH SOLE 3,800 Ebookers PLC Common Stock 278725106 $ 198 20,000 SH SOLE 20,000 Netegrity, Inc. Common Stock 64110P107 $ 169 20,000 SH SOLE 20,000 1-800-FLOWERS.COM, Inc. - A Common Stock 68243Q106 $ 81 10,000 SH SOLE 10,000 Read-Rite Corp. Common Stock 755246204 $ 13 639,000 SH SOLE 639,000 127 $ 1,113,379

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