13F-HR 1 a2128296z13f-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: December 31, 2003 ----------------------- 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 02/06/04 ------------------------------- -------------------- ------------- [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: 160 -------------------- Form 13F Information Table Value Total: $ 1,353,339 -------------------- (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) FIRSTHAND CAPITAL MANAGEMENT, INC. FORM 13F as of 12/31/03 FORM 13F INFORMATION TABLE

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 --------------------- -------------- --------- ----------- ------------------- ---------- -------- --------------------------~~-----------~~ VALUE SHARES/ SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE --------------------- -------------- --------- ----------- --------- ---- ---- ---------- -------- --------- -------- -------~~---------------~~ ~~SanDisk~~Cisco ~~Corp. Common Stock 80004C101 $ 87~~Systems,~~488~~ ~~1,373,465 SH SOLE Lexar Media,~~ Inc. Common Stock ~~52886P104~~17275R102 $ 3899,~~673~~329 24,~~266~~101,~~900~~045 SH SOLE ~~Corning~~4, ~~Inc. Common Stock 219350105 $ 35~~099,~~698~~425 ~~3,791,798~~1620 SHSanDisk ~~SOLE Zoran~~ Corp. Common Stock ~~98975F101~~80004C101 $ 3387,~~067~~335 1,~~689~~427,~~682~~450 SH SOLE 1,427,045 405 Comverse Technology, Inc. Common Stock 205862402 $ 3238,~~673~~186 2,~~182~~170,~~585~~900 SH SOLE ~~Electronic Arts~~2, ~~Inc. Common Stock 285512109 $ 32~~170,~~468~~900 ~~352,455 SH SOLE~~ Raytheon Co. Common Stock 755111507 $ 3238,~~000~~072 1,~~143~~267,~~488~~988 SH SOLE ~~Western Digital Corp. Common Stock 958102105 $ 26~~1,~~058 2~~267,~~021,600~~369 SH619 ~~SOLE Cisco Systems~~Corning, Inc. Common Stock ~~17275R102~~219350105 $ 2437,~~625~~632 13,~~257~~609,~~720~~114 SH SOLE ~~UTStarcom~~3, ~~Inc. Common Stock 918076100 $ 24~~608,~~435~~037 ~~768,400~~1077 SHLexar ~~SOLE Adobe Systems~~Media, Inc. Common Stock ~~00724F101~~52886P104 $ 2337,~~292~~613 ~~591~~2,~~669~~159,200 SH SOLE ~~Anaren~~2, ~~Inc. Common Stock 032744104 $ 20~~159,~~720~~200 ~~1,622,520~~Electronic ~~SH SOLE Websense~~Arts, Inc. Common Stock ~~947684106~~285512109 $ 2037,~~546~~148 ~~960~~779,~~990~~660 SH SOLE ~~STMicroelectronics~~779,120 ~~N.V.~~540 -UTStarcom, ~~ADR~~Inc. Common Stock ~~861012102~~918076100 $ 2033,~~442~~303 ~~849~~898,~~975~~380 SH SOLE ~~Motorola~~898,380 ~~Inc~~Zoran Corp. Common Stock ~~620076109~~98975F101 $ 2029,~~337~~383 1,~~699~~689,~~000~~647 SH SOLE ~~Wind~~1,689,647 ~~River Systems~~Websense, Inc. Common Stock ~~973149107~~947684106 $ 1927,~~771~~542 3940,~~476,557~~970 SH SOLE ~~CACI~~940,970 ~~International~~Adobe Systems, Inc. ~~- A~~ Common Stock ~~127190304~~00724F101 $ 1926,~~261~~285 ~~449~~672,~~500~~934 SH SOLE ~~Stratex Networks~~672,582 ~~Inc.~~352 ~~Common~~Wind ~~Stock~~River ~~86279T109 $ 18~~Systems,~~714~~ ~~4,859,591 SH SOLE Concord Communications,~~ Inc. Common Stock ~~206186108~~973149107 $ 1726,~~321~~040 12,~~328~~972,~~300~~600 SH SOLE 2,972,600 PMC-Sierra, Inc. Common Stock 69344F106 $ 1625,~~563~~240 1,255,700 SH SOLE ~~Aeroflex, Inc. Common Stock 007768104 $ 16,076~~ 1,~~826~~255,~~770~~700 SHCACI ~~SOLE Tekelec~~International, Inc. ~~Common~~- ~~Stock~~A ~~879101103 $ 14,661 934,400 SH SOLE Hyperion Solutions~~ Common Stock ~~44914M104~~127190304 $ 1424,~~493~~286 499,~~600~~500 SH SOLE ~~Applied~~499,500 ~~Micro~~Western ~~Circuits~~Digital Corp. Common Stock ~~03822W109~~958102105 $ 1423,~~094~~979 2,~~899~~033,~~900~~830 SH SOLE ~~L-3 Communications Holdings~~2, ~~Inc. Common Stock 502424104 $ 13~~033,~~840~~830 ~~320,000~~Concord ~~SH SOLE TriQuint Semiconductor~~Communications, Inc. Common Stock ~~89674K103~~206186108 $ 1323,~~229~~465 21,~~341~~189,~~500~~300 SH SOLE ~~Roxio, Inc. Common Stock 780008108 $ 12,984~~ 1,~~495~~189,~~810~~300 SHSTMicroelectronics ~~SOLE~~N.V. ~~NetScreen~~- ~~Technologies,~~ADR ~~Inc.~~ Common Stock ~~64117V107~~861012102 $ 1222,~~257~~845 ~~551~~845,~~385~~800 SH SOLE ~~FLIR~~845,800 ~~Systems~~Stratex Networks, Inc. Common Stock ~~302445101~~86279T109 $ 1120,~~963~~896 ~~470~~4,~~600~~859,591 SH SOLE ~~Marvell Technology Group Ltd. Common Stock G5876H105 $ 11~~4,~~334 300~~859,~~000~~591 ~~SH SOLE Skyworks Solutions~~Aeroflex, Inc. Common Stock ~~83088M102~~007768104 $ 1119,~~304~~741 1,~~242~~685,~~240~~810 SH SOLE ~~Taiwan~~1,685,810 ~~Semiconductor~~SAP ~~Manufacturing~~AG ~~Co.~~ - ADR ADR ~~874039100~~803054204 $ 1019,~~893~~299 1465,~~007,840~~055 SH SOLE ~~Harris Corp. Common Stock 413875105 $ 10~~464,~~737~~360 ~~300,000~~695 SHApplied ~~SOLE~~Micro ~~eBay,~~Circuits ~~Inc~~Corp. Common Stock ~~278642103~~03822W109 $ 1017,~~288~~312 ~~192~~2,~~150~~899,900 SH SOLE ~~Anteon Corp Common Stock 03674E108 $ 10~~2,~~178 332~~899,~~600~~900 ~~SH SOLE Cree~~Anaren, Inc. Common Stock ~~225447101~~032744104 $ 1017,~~036~~261 ~~541~~1,~~900~~222,480 SH SOLE ~~Intrado~~1,222,480 FLIR Systems, Inc. Common Stock ~~46117A100~~302445101 $ 917,~~514~~177 ~~417~~470,~~635~~600 SH SOLE ~~Enterasys~~470,600 ~~Networks~~TriQuint Semiconductor, Inc. Common Stock ~~293637104~~89674K103 $ 916,~~398~~554 2,~~349~~341,500 SH SOLE ~~TranSwitch Corp. Common Stock 894065101 $ 9~~2,~~159 3~~341,~~693,000~~500 ~~SH SOLE SAP AG~~ L-3 ~~ADR~~Communications ~~ADR 803054204 $ 9~~Holdings,~~066~~ ~~298,575 SH SOLE SunGard Data Systems,~~ Inc. Common Stock ~~867363103~~502424104 $ 816,~~945~~435 ~~340~~320,000 SH SOLE ~~Powerwave Technologies~~320,000 ~~Inc~~Taiwan Semiconductor Manufacturing Co. ~~Common~~- ~~Stock~~ADR ~~739363109~~ADR 874039100 $ 815,~~704~~759 1,~~310~~541,~~875~~360 SH SOLE ~~Kopin Corp. Common Stock 500600101 $ 7,839~~ 1,~~137~~538,~~720~~948 SH2412 ~~SOLE @ Road~~Tekelec, Inc. Common Stock ~~04648K105~~879101103 $ 714,~~674~~530 ~~574~~934,~~800~~400 SH SOLE 934,400 Time Warner, Inc. Common Stock 887317105 $ 714,~~634~~037 ~~506~~781,~~550~~545 SH SOLE ~~Symantec Corp. Common Stock 871503108 $ 7~~780,~~597~~250 ~~120,435~~1295 SHAnteon ~~SOLE~~Corp ~~BEA Systems, Inc.~~ Common Stock ~~073325102~~03674E108 $ 711,~~272~~990 ~~605~~332,~~162~~600 SH SOLE ~~Microsoft Corp. Common Stock 594918104 $ 7~~332,~~144~~600 ~~257,554 SH SOLE~~ Flextronics International, Ltd. Common Stock Y2573F102 $ 611,~~862~~908 ~~483~~806,~~982~~097 SH SOLE ~~SpectraLink Corp. Common Stock 847580107 $ 6~~804,~~667~~576 ~~356,700~~1521 ~~SH SOLE Herley Industries~~eBay, Inc. Common Stock ~~427398102~~278642103 $ 611,~~517~~796 ~~372~~182,~~400~~875 SH SOLE ~~Progress Software Corp. Common Stock 743312100 $ 6~~182,~~489~~580 ~~300,000~~295 SHHarris ~~SOLE Magma Design Automation, Inc~~Corp. Common Stock ~~559181102~~413875105 $ 611,~~207~~521 ~~316~~303,~~664~~580 SH SOLE ~~McData Corp. Common Stock 580031102 $ 6~~303,~~149~~580 ~~521,560~~Marvell SHTechnology ~~SOLE~~Group ~~ATI Technologies, Inc~~Ltd. Common Stock ~~001941103~~G5876H105 $ 611,~~067~~379 ~~408,~~300 ~~SH SOLE Intel Corp. Common Stock 458140100 $ 5~~,~~694~~000 ~~207,560~~ SH SOLE ~~Oracle Corp. Common Stock 68389X105 $ 5~~300,~~664~~000 ~~504,914~~Symantec ~~SH SOLE Altera~~ Corp. Common Stock ~~021441100~~871503108 $ 511,~~567~~357 ~~294~~329,~~762~~630 SH SOLE ~~Business Objects SA - ADR ADR 12328X107 $ 5~~329,~~467~~190 ~~219,480~~440 ~~SH SOLE~~ QUALCOMM, Inc. Common Stock 747525103 $ 511,~~269~~190 ~~126~~207,~~793~~838 SH SOLE ~~Texas Instruments~~207,484 ~~Inc.~~354 ~~Common~~Altera ~~Stock 882508104 $ 5,169 227,409 SH SOLE PerkinElmer, Inc~~Corp. Common Stock ~~714046109~~021441100 $ 511,~~129~~114 ~~335~~491,~~000~~607 SH SOLE ~~TeleCommunication Systems~~490,696 ~~Inc.~~911 -Texas ~~A Common Stock 87929J103 $ 5~~Instruments,~~068~~ ~~1,181,245 SH SOLE Agilent Technologies,~~ Inc. Common Stock ~~00846U101~~882508104 $ 411,~~942~~106 ~~224~~378,~~234~~704 SH SOLE ~~Documentum~~378,012 ~~Inc.~~692 ~~Common~~VERITAS ~~Stock~~Software 256159104 $ 4,804 225,000 SH SOLE Xilinx, Inc. Common Stock 983919101 $ 4,724 166,656 SH SOLE Electronics For Imaging Common Stock 286082102 $ 4,666 200,000 SH SOLE InterActiveCorp Common Stock 45840Q101 $ 4,542 137,296 SH SOLE REMEC, Inc. Common Stock 759543101 $ 4,488 440,000 SH SOLE ChipPAC, Inc. Common Stock 169657103 $ 4,264 725,282 SH SOLE Celeritek, Inc. Common Stock 150926103 $ 4,230 522,200 SH SOLE Amdocs, Ltd. Common Stock G02602103 $ 4,092 218,130 SH SOLE Nokia Corp. ~~- ADR ADR 654902204 $ 3,824 245,895 SH SOLE CIENA Corp.~~ Common Stock ~~171779101~~923436109 $ 311,~~781~~063 ~~645~~299,~~200~~355 SH SOLE ~~Pixar Common Stock 725811103 $ 3~~298,~~692~~845 ~~55,570~~510 SHIntel ~~SOLE Concurrent Computer~~ Corp. Common Stock ~~206710204~~458140100 $ 311,~~670~~057 ~~968~~345,~~400~~650 SH SOLE ~~Cox Communications~~344,995 ~~Inc.~~655 -NetScreen ~~A Common Stock 224044107 $ 3~~Technologies,~~623~~ ~~114,835 SH SOLE EMC Corp. Common Stock 268648102 $ 3,549 281,861 SH SOLE Netflix,~~ Inc. Common Stock ~~64110L106~~64117V107 $ 311,~~440~~011 ~~102~~444,~~500~~900 SH SOLE ~~Alvarion~~444,900 ~~Ltd.~~Agilent ~~Common Stock M0861T100 $ 3,309 516,200 SH SOLE OmniVision~~ Technologies, Inc. Common Stock ~~682128103~~00846U101 $ 310,~~187~~894 75373,~~500~~284 SH SOLE ~~Applied Materials~~372,585 ~~Inc.~~699 ~~Common~~Skyworks ~~Stock 038222105 $ 3,049 168,652 SH SOLE PDF~~ Solutions, Inc. Common Stock ~~693282105~~83088M102 $ 310,~~049~~807 ~~271~~1,~~040 SH SOLE ASML Holding N.V. Common Stock N07059111 $ 2~~242,~~947~~170 ~~225,082~~ SH SOLE ~~Mercury Interactive Corp. Common Stock 589405109 $ 2~~1,~~859 62~~242,~~700~~170 SHBEA ~~SOLE ViaSat~~Systems, Inc. Common Stock ~~92552V100~~073325102 $ 210,~~753~~802 ~~154~~879,~~300~~478 SH SOLE ~~Microtune~~878,189 ~~Inc.~~1289 ~~Common~~Business ~~Stock~~Objects ~~59514P109~~SA ~~$ 2,693 922,275 SH SOLE KLA~~-~~Tencor~~ ~~Corp.~~ADR ~~Common~~ADR ~~Stock~~12328X107 ~~482480100~~ $ 210,~~639~~730 51309,~~298~~805 SH SOLE ~~Amazon.com~~309,390 ~~Inc.~~415 ~~Common Stock 023135106 $ 2~~Xilinx,~~422~~ ~~50,000 SH SOLE Macromedia,~~ Inc. Common Stock ~~556100105~~983919101 $ 210,~~420~~704 98277,~~900~~606 SH SOLE ~~Liberty Media Corp. - A Common Stock 530718105 $ 2~~277,~~352~~083 ~~235,864~~523 SHSunGard ~~SOLE~~Data ~~Agere~~ Systems, Inc. ~~- A~~ Common Stock ~~00845V100~~867363103 $ 29,~~342~~421 ~~762~~340,~~870~~000 SH SOLE ~~Teledyne Technologies~~340,000 ~~Inc. Common Stock 879360105 $ 2~~Intrado,~~166~~ ~~148,900 SH SOLE ActivCard Corp. Common Stock 00506J107 $ 2,132 260,915 SH SOLE Monolithic System Technology,~~ Inc ~~Common Stock 609842109 $ 2,102 249,630 SH SOLE Finisar Corp~~. Common Stock ~~31787A101~~46117A100 $ 29,~~091~~167 ~~913~~417,~~170~~610 SH SOLE ~~Avici Systems~~417,610 ~~Inc.~~Powerwave ~~Common Stock 05367L802 $ 2~~Technologies,~~064~~ ~~330,800 SH SOLE Verint Systems,~~ Inc. Common Stock ~~92343X100~~739363109 $ 28,~~060~~593 ~~96,200 SH SOLE Teradyne, Inc. Common Stock 880770102 $~~ 1,~~944 104~~110,~~833~~230 SH SOLE --------------------------------------------------------------------------------------------------- VOTING AUTHORITY OTHER -------------------------------------- NAME OF ISSUER MANAGERS SOLE SHARED NONE --------------------------------------------------------------------------------------------------- SanDisk Corp. 1,~~373~~110,~~005 460 Lexar Media, Inc. 2,266,900 Corning, Inc. 3,789,637 2161 Zoran Corp. 1,689,682 Comverse Technology, Inc. 2,182,585 Electronic Arts, Inc. 352,225~~ 230 ~~Raytheon~~TranSwitch ~~Co. 1,142,844 644 Western Digital~~ Corp. ~~2,021,600~~Common ~~Cisco~~Stock ~~Systems,~~894065101 ~~Inc.~~$ 18,~~257,015~~494 ~~705 UTStarcom, Inc. 768,400 Adobe Systems, Inc. 591,307 362 Anaren, Inc. 1,622,520 Websense, Inc. 960,990 STMicroelectronics N.V. - ADR 849,975 Motorola, Inc. 1,699,000 Wind River Systems, Inc.~~ 3,~~474~~693,771 1786 CACI International, Inc. - A 449,500 Stratex Networks, Inc. 4,859,591 Concord Communications, Inc. 1,328,300 PMC-Sierra, Inc. 1,255,700 Aeroflex, Inc. 1,826,770 Tekelec, Inc. 934,400 Hyperion Solutions 499,600 Applied Micro Circuits Corp. 2,899,900 L-3 Communications Holdings, Inc. 320,000 ~~TriQuint~~SH ~~Semiconductor,~~SOLE Inc. 2,341,500 Roxio, Inc. 1,495,810 NetScreen Technologies, Inc. 551,385 FLIR Systems, Inc. 470,600 Marvell Technology Group Ltd. 300,000 Skyworks Solutions, Inc. 1,242,240 Taiwan Semiconductor Manufacturing Co. - ADR 1,005,783 2057 Harris Corp. 300,000 eBay, Inc. 191,795 355 Anteon Corp 332,600 Cree, Inc. 541,900 Intrado, Inc. 417,635 Enterasys Networks, Inc. 2,349,500 TranSwitch Corp. 3,693,000 SAP AG - ADR 298,115 460 SunGard Data Systems, Inc. 340,000 Powerwave Technologies, Inc. 1,310,875 Kopin Corp. 1,137,720 @ Road, Inc. 574,800 Time Warner, Inc. 505,260 1290 Symantec Corp. 120,225 210 BEA Systems, Inc. 603,951 1211 Microsoft Corp. ~~256,992~~Common ~~562~~Stock ~~Flextronics~~594918104 ~~International,~~$ ~~Ltd. 482~~8,~~531~~077 ~~1451 SpectraLink Corp. 356~~295,~~700~~659 ~~Herley~~SH ~~Industries,~~SOLE ~~Inc. 372~~295,~~400~~087 Progress Software Corp. 300,000 Magma Design Automation, Inc. 316,664 McData Corp. 521,560 ATI Technologies, Inc. 408,300 Intel Corp. 206,920 640 Oracle Corp. 503,487 1427 Altera Corp. 294,086 676 Business Objects SA - ADR 219,050 430 QUALCOMM, Inc. 126,439 354 Texas Instruments, Inc. 226,697 712 PerkinElmer, Inc. 335,000 TeleCommunication Systems, Inc. - A 1,181,245 Agilent Technologies, Inc. 223,510 724 Documentum, Inc. 225,000 Xilinx, Inc. 166,168 488 Electronics For Imaging 200,000 InterActiveCorp 136,880 416 REMEC, Inc. 440,000 ChipPAC, Inc. 723,996 1286 Celeritek, Inc. 522,200 Amdocs, Ltd. 217,660 470 Nokia Corp. - ADR 245,120 775 CIENA Corp. 645,200 Pixar 55,400 170 Concurrent Computer Corp. 968,400 Cox Communications, Inc. - A 114,575 260 EMC Corp. 281,008 853 Netflix, Inc. 102,500 Alvarion, Ltd. 516,200 OmniVision Technologies, Inc. 75,500 Applied Materials, Inc. 168,192 460 PDF Solutions, Inc. 271,040 ASML Holding N.V. 224,650 432 Mercury Interactive Corp. 62,700 ViaSat, Inc. 154,300 Microtune, Inc. 922,275 KLA-Tencor Corp. 51,139 159 Amazon.com, Inc. 50,000 Macromedia, Inc. 98,900 Liberty Media Corp. - A 235,864 Agere Systems, Inc. - A 762,870 Teledyne Technologies, Inc. 148,900 ActivCard Corp. 260,915 Monolithic System Technology, Inc 249,630 Finisar Corp. 913,170 Avici Systems, Inc. 330,800 Verint Systems, Inc. 96,200 Teradyne, Inc. 104,499 334572

~~Concord~~COLUMN ~~EFS,~~1 ~~Inc~~COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 --------------------- -------------- --------- ----------- ------------------- ---------- -------- -------------------------- VALUE SHARES/ 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 Interactive Corp. ~~140~~Common Stock 589405109 $ 8,~~000~~073 ~~PEC~~166,170 ~~Solutions~~SH SOLE 165,975 ~~Inc~~195 Oracle Corp. ~~127~~Common Stock 68389X105 $ 8,~~870~~072 ~~Microvision~~611,244 ~~Inc.~~SH ~~232~~SOLE 610,~~170~~122 ~~Cognos~~1122 ChipPAC, Inc. 59Common Stock 169657103 $ 7,~~100~~714 ~~CNET~~1,017,697 ~~Networks~~SH SOLE 1,016,316 1381 Herley Industries, Inc. ~~255~~Common Stock 427398102 $ 7,709 372,400 ~~Amkor~~SH ~~Technology~~SOLE 372,400 Roxio, Inc. ~~125~~Common Stock 780008108 $ 7,~~500~~681 ~~Yahoo!~~1,600,185 SH SOLE 1,600,185 @ Road, Inc. 50Common Stock 04648K105 $ 7,~~000~~247 ~~Drugstore~~544,900 SH SOLE 544,900 Amdocs, Ltd.~~com~~ Common Stock G02602103 $ 7,107 316,615 SH SOLE 316,155 460 Enterasys Networks, Inc. ~~222~~Common Stock 293637104 $ 6,~~700~~818 ~~Sealed~~1,818,200 ~~Air~~SH SOLE 1,818,200 Kopin Corp. 35Common Stock 500600101 $ 6,~~460~~641 ~~Three-Five~~989,715 ~~Systems~~SH SOLE 989,715 ~~Inc~~ASML Holding N.V. ~~300~~Common Stock N07059111 $ 6,~~000~~618 ~~VeriSign~~330,537 SH SOLE 330,070 467 Cox Communications, Inc. ~~122~~- A Common Stock 224044107 $ 6,~~500~~584 ~~Drexler~~191,410 ~~Technology~~SH ~~Corp~~SOLE ~~117~~191,~~425~~120 ~~Cognizant~~290 ~~Tech~~InterActiveCorp ~~Solutions~~Common ~~Corp.~~Stock 4545840Q101 $ 6,~~000~~502 ~~Riverstone~~191,890 ~~Networks~~SH SOLE 191,630 260 Pixar Common Stock 725811103 $ 6,399 92,525 SH SOLE 92,355 170 ATI Technologies, Inc. 2Common Stock 001941103 $ 6,~~554~~351 420,~~983~~010 ~~Manhattan~~SH ~~Associates~~SOLE 420,010 Applied Materials, Inc. 59Common Stock 038222105 $ 6,~~900~~294 ~~Raindance~~280,997 ~~Communications~~SH SOLE 280,492 505 PDF Solutions, Inc. ~~552~~Common Stock 693282105 $ 6,~~025~~114 ~~Leapfrog~~410,320 ~~Enterprises~~SH SOLE 410,320 EMC Corp. Common Stock 268648102 $ 6,053 469,341 SH SOLE 468,468 873 PerkinElmer, Inc. 40Common Stock 714046109 $ 5,718 335,000 ~~Take-Two~~SH ~~Interactive~~SOLE ~~Software~~335,000 ~~Inc~~Alvarion 43Ltd. Common Stock M0861T100 $ 5,~~440~~474 ~~Sony~~473,970 SH SOLE 473,970 SpectraLink Corp. 42Common Stock 847580107 $ 5,398 281,600 ~~WebMD~~SH ~~Corporation~~SOLE ~~150~~281,~~000~~600 ~~Lightbridge~~KLA-Tencor Corp. Common Stock 482480100 $ 5,300 90,713 SH SOLE 90,544 169 Electronics For Imaging, Inc. ~~140~~Common Stock 286082102 $ 5,204 200,000 ~~Digital~~SH ~~Insight~~SOLE ~~Corp. 65~~200,000 ~~Comcast~~TeleCommunication ~~Corp~~Systems, Inc. - ~~Special~~A CLCommon AStock 4387929J103 $ 5,178 1,048,100 ~~RADWARE~~SH ~~LTD~~SOLE 1,048,100 McDATA Corp. 70- B Common Stock 580031102 $ 4,~~000~~982 ~~Ceragon~~521,535 ~~Networks~~SH ~~Ltd~~SOLE 521,535 Progress Software Corp. ~~265~~Common Stock 743312100 $ 4,~~900~~591 ~~Fair~~224,400 ~~Isaac~~SH SOLE 224,400 Teradyne, Inc. 20Common Stock 880770102 $ 4,~~000~~434 ~~Genesis~~174,593 ~~Microchip~~SH SOLE 174,239 354 Netflix, Inc. 97Common Stock 64110L106 $ 4,~~500~~408 ~~SafeNet~~80,600 ~~Inc~~SH 30SOLE 80,~~000~~600 O2CIENA ~~Micro~~Corp. ~~International~~Common ~~Ltd.~~Stock 57171779101 $ 4,~~265~~233 ~~Applied~~645,200 ~~Signal~~SH ~~Technologies~~SOLE 40645,~~000~~200 ~~Retalix~~OmniVision ~~Limited~~Technologies, 44Inc. Common Stock 682128103 $ 4,~~205~~171 ~~NetIQ~~75,500 ~~Corp.~~SH 60SOLE 75,500 ~~MSC.Software~~Celeritek, ~~Corp~~Inc. ~~100~~Common Stock 150926103 $ 3,~~000~~875 ~~Witness~~522,200 ~~Systems~~SH SOLE 522,200 REMEC, Inc. ~~155~~Common Stock 759543101 $ 3,~~480~~866 ~~Brillian~~452,120 ~~Corporation~~SH 75SOLE 452,~~000~~120 ~~The~~Concurrent ~~News~~Computer Corp. ~~Ltd.~~Common 20Stock 206710204 $ 3,~~000~~761 ~~VERITAS~~860,700 SH SOLE 860,700 Chordiant Software, ~~Corp~~Inc. 20Common Stock 170404107 $ 3,~~300~~558 ~~300~~652,935 ~~Portal~~SH ~~Software~~SOLE 652,935 Riverstone Networks, Inc. ~~210,460~~Common ~~Siemens~~Stock AG769320102 -$ ~~ADR~~3,194 92,~~800~~554,983 ~~ARRIS~~SH ~~Group~~SOLE 2,554,983 ViaSat, Inc. ~~100~~Common Stock 92552V100 $ 2,~~600~~953 ~~Autobytel~~154,300 SH SOLE 154,300 iShares Goldman Sachs Networking Common Stock 464287531 $ 2,855 103,400 SH SOLE 103,400 Intevac, Inc. 60Common Stock 461148108 $ 2,~~000~~702 ~~Certegy~~191,600 SH SOLE 191,600 Avici Systems, Inc. ~~17,500~~Common ~~SkillSoft~~Stock ~~PLC~~05367L802 -$ ~~ADR~~2,629 71330,~~022~~720 ~~BASF~~SH AGSOLE 11330,~~800~~720 ~~Maxtor~~Finisar ~~Corporation~~Corp. 41Common Stock 31787A101 $ 2,~~600~~458 J2785,200 ~~Global~~SH ~~Communications~~SOLE 785,200 Agere Systems, Inc. 12- A Common Stock 00845V100 $ 2,~~900~~445 ~~Mips~~801,580 SH SOLE 801,580 Teledyne Technologies, Inc. ~~115~~Common Stock 879360105 $ 2,~~000~~429 ~~ILOG~~128,865 SASH -SOLE ~~ADR~~128,865 41Monolithic System Technology,~~700~~ ~~General~~Inc ~~Motors~~Common ~~Corp.-~~Stock ~~Class~~609842109 H$ 292,~~700~~343 ~~Sigmatel~~273,425 SH SOLE 273,425 Amkor Technology, Inc. ~~20,000~~Common ~~Metro~~Stock ~~One~~031652100 ~~Telecommunications~~$ ~~114~~2,~~005~~277 ~~Silicon~~125,500 ~~Image~~SH SOLE 125,500 Yahoo! Inc. 84Common Stock 984332106 $ 2,~~910~~252 ~~Infineon~~50,000 ~~Technologies-ADR~~SH 28SOLE 50,~~700~~000 ~~Inet~~Verint ~~Technologies~~Systems, Inc. 25Common Stock 92343X100 $ 2,~~000~~170 ~~Universal~~96,200 ~~Display~~SH ~~Corp~~SOLE 2896,~~500~~200 ~~Liveperson~~PEC Solutions, Inc. 68Common Stock 705107100 $ 2,~~750~~167 ~~Semiconductor~~127,825 ~~HOLDRs~~SH ~~Trust~~SOLE 6127,~~900~~825 ~~Vastera~~Microtune, Inc. 43Common Stock 59514P109 $ 2,~~500~~121 ~~Ask~~922,275 ~~Jeeves~~SH SOLE 922,275 Concord EFS, Inc. 10Common Stock 206197105 $ 2,078 140,000 ~~Read-Rite~~SH SOLE 140,000 Cognizant Technology Solutions Corp. ~~990~~Common Stock 192446102 $ 2,054 45,000 ~~ScanSoft~~SH SOLE 45,000 VeriSign, Inc. 29Common Stock 92343E102 $ 1,~~725~~997 ~~Ditech~~122,500 SH SOLE 122,500 j2 Global Communications, ~~Corporation~~Inc. 10Common Stock 46626E205 $ 1,~~000~~947 ~~Extreme~~78,545 ~~Networks~~SH SOLE 78,545 MIPS Technologies, Inc. 12Common Stock 604567107 $ 1,~~695~~925 350,000 SH SOLE 350,000 RADWARE LTD. Common Stock M81873107 $ 1~~-800-FLOWERS~~,908 70,000 SH SOLE 70,000 Ceragon Networks Ltd.~~COM~~ Common Stock M22013102 $ 1,867 ~~Inc~~265,900 SH SOLE 265,900 Retalix Limited Common Stock M8215W109 $ 1,836 79,180 SH SOLE 79,180 Liberty Media Corp. - A 10Common Stock 530718105 $ 1,~~000~~813 ~~Genuity~~152,462 SH SOLE 152,462 Cognos, Inc. -Common AStock ~~457~~19244C109 $ 1,~~600~~809 59,100 SH SOLE 59,100 Microvision, Inc. Common Stock 594960106 $ 1,769 232,105 SH SOLE 232,105

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