13F-HR 1 a2164920z13f-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: September 30, 2005 ----------------------- 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 11/4/05 ------------------------------- --------------------- ------------- [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: 129 -------------------- Form 13F Information Table Value Total: $ 748,430 -------------------- (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. No. Form 13F File Number Name 1 28-42 The Equitable Life Assurance Society ------ ----------------- ------------------------------------ FORM 13F INFORMATION TABLE FIRSTHAND CAPITAL MANAGEMENT, INC. FORM 13F AS OF 09/30/05

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------- -------------- --------- ----------- ---------------------- ---------- -------- ------------------------- VALUE ~~SHARES/~~SHRS OR SH/ PUT/ ~~INVSTMT~~INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (Xx$1000) PRN AMT PRN CALL ~~DSCRETN~~DISCRETION MANAGERS SOLE SHARED NONE ------------------------- -------------- --------- ----------- --------- ----- ------ ---------- -------- --------- -------- ------ ~~SanDisk Corp Common Stock 80004C101 77~~Corning,~~567~~ ~~3,106,395 SH SOLE 3,105,355 1,040 Comverse Technology,~~ Inc. Common Stock ~~205862402~~219350105 ~~43,421~~$ 144,~~775,900 SH SOLE 1,775,900 Wind River Systems, Inc~~474.85 ~~Common Stock 973149107 35,536~~ 2,~~622~~300,~~600~~820 SH SOLE 2,~~622~~299,~~600~~990 ~~Corning,~~830 ~~Inc~~SanDisk Corp. Common Stock ~~219350105~~80004C101 33$ 39,~~357~~991.05 2828,~~834,072~~830 SH SOLE 2828,~~833,005~~490 ~~1,067~~340 ~~UTStarcom~~Netflix, Inc. Common Stock ~~918076100~~64110L106 30$ 36,~~953~~445.78 1,~~397~~402,~~420~~300 SH SOLE 1,~~397~~402,~~420~~300 ~~FLIR~~Applied ~~Systems~~Materials, Inc. Common Stock ~~302445101~~038222105 30$ 27,~~020~~648.65 ~~470~~1,~~600~~630,227 SH SOLE ~~470~~1,~~600~~629,602 625 Texas Instruments, Inc. Common Stock 882508104 29$ 27,~~289~~303.98 1805,~~189,642~~427 SH SOLE 1804,~~188,830~~895 ~~812~~532 ~~Websense~~Cisco Systems, Inc. Common Stock ~~947684106~~17275R102 ~~28,884~~$ ~~569~~26,~~485 SH SOLE 569,485 VERITAS Software Corp~~078.74 ~~Common Stock 923436109 27~~1,~~733 971~~454,~~380~~475 SH SOLE ~~970~~1,~~435 945 Western Digital Corp. Common Stock 958102105 22~~453,~~720~~780 ~~2,095,975~~695 SHComverse ~~SOLE 2~~Technology,~~095,975~~ ~~Napster,~~ Inc. Common Stock ~~630797108~~205862402 22$ 24,~~419~~759.48 2942,~~384,965~~500 SH SOLE 2942,~~384,965~~500 ~~Netflix~~VeriSign, Inc. Common Stock ~~64110L106~~92343E102 21$ 24,~~807~~395.46 1,~~768~~141,~~600~~575 SH SOLE 1,~~768~~140,~~600~~830 ~~Cisco~~745 ~~Systems~~Akamai Technologies, Inc. Common Stock ~~17275R102~~00971T101 18$ 20,~~457~~693.53 ~~956~~1,~~325~~297,400 SH SOLE ~~955,185~~ 1,~~140~~297,400 Tekelec, Inc. Common Stock 879101103 17$ 18,~~901~~348.01 875,800 SH SOLE 875,800 ~~Aeroflex~~QUALCOMM, Inc. Common Stock ~~007768104~~747525103 $ 17,~~756~~377.59 1388,~~465,050~~326 SH SOLE 1387,~~465,050~~895 ~~Marvell~~431 ~~Technology~~Western ~~Group~~Digital ~~Ltd~~Corp. Common Stock ~~G5876H105~~958102105 ~~17,735~~$ ~~500~~16,~~000~~822.71 ~~SH SOLE 500~~1,~~000 SAP AG - ADR ADR 803054204 17~~301,~~329~~060 ~~391,965~~ SH SOLE ~~391~~1,~~560~~301,060 ~~405~~Symbol ~~Lexar Media~~Technologies, Inc. Common Stock ~~52886P104~~871508107 17$ 15,~~241~~681.60 21,~~199~~620,~~080~~000 SH SOLE 21,~~199~~620,~~080~~000 ~~STMicroelectronics~~Taiwan NSemiconductor Manufacturing Co.V. - ADR ADR ~~861012102~~874039100 $ 15,~~761~~416.15 ~~815~~1,~~800~~875,444 SH SOLE ~~815~~1,~~800~~873,484 ~~Business~~1,960 ~~Objects~~SAP SAAG - ADR ADR ~~12328X107~~803054204 $ 14,~~639~~438.42 ~~577~~333,~~710~~220 SH SOLE ~~576~~332,~~840~~915 ~~870~~305 ~~Amdocs~~FLIR ~~Ltd. Common Stock G02602103 14~~Systems,~~554~~ ~~554,445 SH SOLE 553,655 790 Anaren,~~ Inc. Common Stock ~~032744104~~302445101 14$ 13,~~466~~754.70 1465,~~116,225~~000 SH SOLE 1465,~~116,225~~000 ~~Mercury~~Cypress ~~Interactive~~Semiconductor Corp. Common Stock ~~589405109~~232806109 14$ 12,~~458~~882.80 ~~317~~856,~~410~~000 SH SOLE ~~316~~856,~~965~~000 ~~445~~Agilent ~~eBay~~Technologies, Inc. Common Stock ~~278642103~~00846U101 13$ 12,~~570~~553.04 ~~116~~383,~~705~~299 SH SOLE ~~116~~382,~~550~~921 ~~155~~378 ~~QUALCOMM~~Aeroflex, Inc. Common Stock ~~747525103~~007768104 ~~13,555~~$ ~~319~~12,~~703~~253.92 ~~SH SOLE 319,220 483 Taiwan Semiconductor Manufactu ADR 874039100 13,157~~ 1,~~549~~309,~~713~~180 SH SOLE 1,~~547~~309,~~465~~180 ~~2,248~~Amdocs ~~PMC-Sierra, Inc~~Ltd. Common Stock ~~69344F106~~G02602103 ~~13,002~~$ ~~1,155,700 SH SOLE 1,155,700 IAC/InterActiveCorp Common Stock 44919P102~~ 12,~~694~~171.81 ~~459~~438,~~580~~940 SH SOLE ~~458~~438,~~995~~485 ~~585~~455 ~~Adobe Systems~~UTStarcom, Inc. Common Stock ~~00724F101~~918076100 ~~12,514~~$ ~~199~~11,~~452 SH SOLE 199,140 312 Pixar Common Stock 725811103 12,111 141,470 SH SOLE 141,250 220 Concord Communications, Inc~~431.79 ~~Common Stock 206186108 12,069~~ 1,~~089~~399,~~300~~240 SH SOLE 1,~~089~~399,~~300~~240 ~~Motorola,~~Microsoft ~~Inc~~Corp. Common Stock ~~620076109~~594918104 $ 11,~~871~~213.85 ~~690~~435,~~200~~828 SH SOLE ~~690~~435,~~200~~480 ~~Zoran~~348 ~~Corp.~~Wind ~~Common~~River ~~Stock 98975F101 11~~Systems,~~341~~ ~~979,382 SH SOLE 979,382 Stratex Networks,~~ Inc. Common Stock ~~86279T109~~973149107 ~~10,655~~$ 411,~~714,591 SH SOLE 4,714,591 TriQuint Semiconductor, Inc~~024.12 ~~Common Stock 89674K103 10~~852,~~420~~600 ~~2,341,500~~ SH SOLE 2852,~~341,500~~600 ~~Xilinx,~~Zoran ~~Inc~~Corp. Common Stock ~~983919101~~98975F101 $ 10,~~072~~885.59 ~~339~~761,~~684~~230 SH SOLE ~~339~~761,~~150~~230 ~~534~~Oracle ~~Altera~~ Corp. Common Stock ~~021441100~~68389X105 ~~9,642~~$ ~~465~~10,~~805 SH SOLE 465,065 740 EMC Corp~~653.29 ~~Common Stock 268648102 9~~859,~~347~~830 ~~628,570~~ SH SOLE ~~627~~858,~~590~~960 ~~980~~870 ~~Skyworks Solutions~~Xilinx, Inc. Common Stock ~~83088M102~~983919101 ~~8,586~~$ ~~910~~10,~~465 SH SOLE 910,465 Agilent Technologies, Inc~~081.92 ~~Common Stock 00846U101 8~~362,~~172~~008 ~~339,079~~ SH SOLE ~~338~~361,~~551~~560 ~~528~~448 ~~BEA~~Adobe Systems, Inc. Common Stock ~~073325102~~00724F101 ~~7,778~~$ ~~877~~9,~~855 SH SOLE 876,545 1,310 PDF Solutions, Inc~~987.18 ~~Common Stock 693282105 6~~334,~~907~~579 ~~428,730~~ SH SOLE ~~428~~334,~~730~~205 ~~Applied~~374 ~~Micro~~Altera ~~Circuits~~ Corp. Common Stock ~~03822W109~~021441100 ~~6,315~~$ 19,~~499,900 SH SOLE 1,499,900 Akamai Technologies, Inc~~833.22 ~~Common Stock 00971T101 6~~514,~~261~~559 ~~480,500~~ SH SOLE ~~480~~513,~~500~~955 604 ASML Holding N.V. Common Stock N07059111 6$ 9,~~202~~678.79 ~~389~~586,~~594~~238 SH SOLE ~~389~~585,~~088~~648 ~~506~~590 ~~Applied~~Pixar ~~Materials, Inc~~ Common Stock ~~038222105~~725811103 5$ 9,~~881~~513.79 ~~343~~213,~~895~~745 SH SOLE ~~343~~213,~~357~~505 ~~538~~240 ~~Intel~~PMC-Sierra, ~~Corp~~Inc. Common Stock ~~458140100~~69344F106 5$ 9,~~639~~300.72 ~~241~~1,~~089~~055,700 SH SOLE ~~240~~1,~~695 394 Anteon Corp Common Stock 03674E108 5~~055,~~551~~700 ~~132,600~~Semiconductor SHManufacturing ~~SOLE~~International ~~132,600 TranSwitch~~ Corp. Common Stock ~~894065101~~81663N206 5$ 9,~~533~~116.00 31,~~593~~060,000 SH SOLE 31,~~593~~060,000 ~~Microsoft~~Flextronics ~~Corp~~International Ltd. Common Stock ~~594918104~~Y2573F102 ~~5,222~~$ ~~195~~7,~~494 SH SOLE 195,180 314 KLA-Tencor Corp~~915.92 ~~Common Stock 482480100 5~~616,~~170~~025 ~~110,994~~ SH SOLE ~~110~~615,~~820~~440 ~~174~~585 ~~SpectraLink~~Intel Corp. Common Stock ~~847580107~~458140100 ~~4,065~~$ ~~286~~7,~~700 SH SOLE 286,700 Kopin Corp~~697.80 ~~Common Stock 500600101 3~~312,~~811~~284 ~~984,715~~ SH SOLE ~~984~~311,~~715~~965 ~~Intrado~~319 Cree, Inc. Common Stock ~~46117A100~~225447101 ~~3,774~~$ ~~311~~7,~~885 SH SOLE 311,885 Yahoo! Inc~~506.00 ~~Common Stock 984332106 3~~300,~~768 100,~~000 SH SOLE ~~100~~300,000 ~~ViaSat~~Napster, Inc. Common Stock ~~92552V100~~630797108 3$ 7,~~745~~495.90 ~~154~~1,~~300~~873,975 SH SOLE ~~154~~1,~~300~~873,975 ~~OmniVision~~Citrix ~~Technologies~~Systems, Inc. Common Stock ~~682128103~~177376100 3$ 6,~~685~~993.95 ~~200~~278,~~840~~200 SH SOLE ~~200~~278,~~840~~200 L-3 Communications Holdings, Inc. Common Stock 502424104 3$ 6,~~662~~325.60 5080,000 SH SOLE 5080,000 ~~Teradyne~~eBay, Inc. Common Stock ~~880770102~~278642103 3$ 6,~~646~~150.34 ~~213~~149,~~570~~280 SH SOLE ~~213~~149,~~240~~155 ~~330~~125 ~~Electronics~~Stratex ~~For Imaging~~Networks, Inc. Common Stock ~~286082102~~86279T109 ~~3,482~~$ ~~200~~6,~~000 SH SOLE 200,000 Harris Corp~~147.94 ~~Common Stock 413875105 3~~2,~~180 51~~364,~~460~~591 SH SOLE 512,~~460~~364,591 ~~Macromedia~~Google, Inc. Common Stock ~~556100105~~38259P508 3$ 5,~~078~~955.46 9818,~~900~~819 SH SOLE 9818,~~900~~800 ~~CNET~~19 ~~Networks,~~Nokia ~~Inc~~Corp. ~~Common~~- ~~Stock~~ADR ~~12613R104~~ADR 2654902204 $ 5,868.95 ~~255~~347,~~400~~070 SH SOLE ~~255~~346,~~400~~765 ~~Avici~~305 ~~Systems~~TriQuint Semiconductor, Inc. Common Stock ~~05367L802~~89674K103 ~~2,829~~$ ~~312~~5,~~560~~848.48 ~~SH SOLE 312~~1,~~560 TeleCommunication Systems~~661,500 ~~Inc Common Stock 87929J103 2,765 828,100~~ SH SOLE ~~828~~1,~~100~~661,500 ~~WebEx~~Manhattan ~~Communications~~Associates, Inc. Common Stock ~~94767L109~~562750109 2$ 5,~~713~~046.00 ~~114~~217,~~100~~500 SH SOLE ~~114~~217,~~100~~500 ~~Intevac~~Websense, Inc. Common Stock ~~461148108~~947684106 2$ 4,~~676~~988.88 ~~353~~97,~~960~~420 SH SOLE ~~353~~97,~~960~~420 ~~Symantec~~TranSwitch Corp. Common Stock ~~871503108~~894065101 ~~2,593~~$ ~~100~~4,~~670 SH SOLE 100,000 670 PerkinElmer, Inc~~958.76 ~~Common Stock 714046109~~ 2,~~586 115~~883,000 SH SOLE ~~115~~2,883,000 ~~Power~~Zebra ~~Integrations,~~Technologies ~~Inc.~~Corporation Common Stock ~~739276103~~989207105 2$ 4,~~562~~866.71 ~~129~~124,~~530~~500 SH SOLE ~~129~~124,~~530~~500 ~~Vyyo, Inc~~IAC/InterActiveCorp. Common Stock ~~918458209~~44919P300 2$ 4,~~298~~789.72 ~~266~~188,~~945~~944 SH SOLE ~~266~~188,~~945~~724 ~~Applied~~220 ~~Films~~Sybase, ~~Corp~~Inc. Common Stock ~~038197109~~871130100 2$ 4,~~001~~684.00 92200,~~800~~000 SH SOLE 92200,~~800~~000 ~~Monster Worldwide~~Anaren, Inc. Common Stock ~~611742107~~032744104 ~~1,981~~$ 584,~~900 SH SOLE 58,900 Alvarion Ltd~~410.06 ~~Common Stock M0861T100 1~~312,~~977~~770 ~~148,900~~ SH SOLE ~~148~~312,~~900~~770 ~~MIPS Technologies~~Teradyne, Inc. Common Stock ~~604567107~~880770102 1$ 4,~~970~~295.45 ~~200~~260,~~000~~330 SH SOLE ~~200~~260,~~000~~080 ~~Cognizant~~250 ~~Technology~~Harris ~~Solutions~~Corp. Common Stock ~~192446102~~413875105 ~~1,943~~$ 454,~~900 SH SOLE 45,900 Ceragon Networks Ltd~~204.66 ~~Common Stock M22013102 1~~100,~~872~~590 ~~278,100~~ SH SOLE ~~278,~~100,590 ~~REMEC~~ViaSat, Inc. Common Stock ~~759543101~~92552V100 1$ 3,~~730~~957.80 ~~240~~154,~~000~~300 SH SOLE ~~240~~154,~~000~~300 ~~PEC~~Skyworks Solutions, Inc. Common Stock ~~705107100~~83088M102 ~~1,649~~$ ~~116~~3,~~400 SH SOLE 116,400 Airspan Networks, Inc~~498.07 ~~Common Stock 00950H102 1~~498,~~592~~300 ~~293,100~~ SH SOLE ~~293~~498,~~100~~300 ~~First~~SpectraLink ~~Data~~ Corp. Common Stock ~~319963104~~847580107 1$ 3,~~489~~145.43 35246,~~000~~700 SH SOLE 35246,~~000~~700 ~~Verint Systems~~Intevac, Inc. Common Stock ~~92343X100~~461148108 1$ 3,~~388~~030.78 38293,~~200~~965 SH SOLE 38293,~~200~~965 ~~Microvision,~~Kopin ~~Inc~~Corp. Common Stock ~~594960106~~500600101 1$ 2,~~380~~633.46 ~~197~~378,~~170~~915 SH SOLE ~~197~~378,~~170~~915 ~~Chordiant~~PDF ~~Software~~Solutions, Inc. Common Stock ~~170404107~~693282105 1$ 2,~~368~~400.69 ~~600~~144,~~000~~620 SH SOLE ~~600~~144,~~000~~620 ~~Amazon.com~~Monster Worldwide, Inc. Common Stock ~~023135106~~611742107 1$ 2,~~329~~146.63 3069,~~000~~900 SH SOLE 3069,~~000~~900 ~~Freescale~~TeleCommunication ~~Semiconductor~~Systems, Inc. ~~Common Stock 35687M206 1,399 76,208 SH SOLE 76,208 M~~-~~Systems~~ ~~Flash~~A ~~Disk Pioneers~~ Common Stock ~~M7061C100~~87929J103 ~~1,282~~$ 652,~~000 SH SOLE 65,000 WebMD Corporation Common Stock 94769M105 1,224 150,000 SH SOLE 150,000 Finisar Corp~~060.49 ~~Common Stock 31787A101 1~~788,~~223~~100 ~~536,500~~ SH SOLE ~~536~~788,~~500~~100 ~~Time~~Lexar ~~Warner~~Media, Inc. Common Stock ~~887317105~~52886P104 $ 1,~~217~~919.90 62299,~~600~~985 SH SOLE 62299,~~600~~985 ~~Digital~~Yahoo! ~~Insight Corp~~Inc. Common Stock ~~25385P106~~984332106 $ 1,~~196~~861.20 6555,000 SH SOLE 6555,000 ~~Powerwave~~Time ~~Technologies~~Warner, Inc. Common Stock ~~739363109~~887317105 $ 1,~~182 139,400 SH SOLE 139,400 Cognos, Inc~~858.09 ~~Common Stock 19244C109 1,~~102 25,~~000~~600 SH SOLE 25102,~~000~~600 ~~Asyst~~Applied ~~Technologies,~~Micro ~~Inc~~Circuits Corp. Common Stock ~~04648X107~~03822W109 $ 1,~~018 200,000 SH SOLE 200,000 Agere Systems, Inc~~799.70 ~~- A Common Stock 00845V100 998 728~~599,~~690~~900 SH SOLE ~~728~~599,~~690~~900 ~~Lionbridge~~Freescale ~~Technologies~~Semiconductor, Inc. Common Stock ~~536252109~~35687M206 ~~960~~$ ~~142~~1,~~800 SH SOLE 142,800 E*TRADE FINANCIAL Corp~~796.98 ~~Common Stock 269246104 897 60~~76,~~000~~208 SH SOLE 6076,~~000~~208 ~~Amkor Technology, Inc. Common Stock 031652100 838 125,500 SH SOLE 125,500~~ Novell, Inc. Common Stock 670006105 ~~828~~$ ~~122~~1,~~600 SH SOLE 122,600 Drugstore~~759.~~com,~~69 ~~Inc. Common Stock 262241102 757 222~~236,~~700~~200 SH SOLE ~~222~~236,~~700~~200 ~~Universal~~Emdeon ~~Display~~ Corp. Common Stock ~~91347P105~~290849108 ~~720~~$ 801,~~000 SH SOLE 80,000 Ameritrade Holding Corp~~440.40 ~~Common Stock 03074K100 711 50~~130,000 SH SOLE 50130,000 ~~Volterra~~First ~~Semiconductor~~Data Corp. Common Stock ~~928708106~~319963104 ~~665~~$ 301,~~000~~400.00 ~~SH SOLE 30~~35,000 ~~Nokia Corp. - ADR ADR 654902204 619 39,500~~ SH SOLE 3935,~~500~~000 ~~LeapFrog~~CNET ~~Enterprises~~Networks, Inc. Common Stock ~~52186N106~~12613R104 ~~565~~$ 411,~~570~~346.14 99,200 SH SOLE 4199,~~570~~200 Fair Isaac Corp. Common Stock 303250104 ~~550~~$ 151,~~000 SH SOLE 15,000 RADWARE LTD~~344.00 ~~Common Stock M81873107 523 20~~30,000 SH SOLE 2030,000 j2Applied ~~Global~~Films ~~Communications, Inc~~Corp. Common Stock ~~46626E205~~038197109 ~~509~~$ 141,~~755 SH SOLE 14,755 O2Micro International Ltd~~339.80 ~~Common Stock G6797E106 428 37~~63,~~400~~800 SH SOLE 3763,~~400~~800 ~~Autobytel,~~CheckFree ~~Inc~~Corp. Common Stock ~~05275N106~~162813109 ~~362~~$ 601,323.70 35,000 SH SOLE 6035,000 ~~Celeritek~~Packeteer, Inc. Common Stock ~~150926103~~695210104 ~~355~~$ ~~232~~1,~~200~~321.52 ~~SH SOLE 232~~105,~~200~~300 ~~Liberty Media International Common Stock 530719103 352 7,623~~ SH SOLE 7105,~~623~~300 ~~Sportsman's~~Airspan ~~Guide~~Networks, Inc. Common Stock ~~848907200~~00950H102 ~~338~~$ 151,~~000 SH SOLE 15,000 LivePerson, Inc~~286.85 ~~Common Stock 538146101 314 100~~255,~~000~~835 SH SOLE ~~100~~255,~~000~~835 ~~Infineon~~Power ~~Technologies-ADR ADR 45662N103 313 28~~Integrations,~~700~~ ~~SH SOLE 28,700 Ask Jeeves,~~ Inc. Common Stock ~~045174109~~739276103 ~~268~~$ 101,~~000~~256.06 57,750 SH SOLE 1057,~~000~~750 ~~Red~~Avici ~~Hat~~Systems, Inc. Common Stock ~~756577102~~05367L802 ~~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~~149.03 ~~- A Common Stock 68243Q106 84 10~~252,~~000~~535 SH SOLE 10252,~~000 119 954,847~~535

Alvarion Ltd. Common Stock M0861T100 $ 1,129.59 138,600 SH SOLE 138,600 Overstock.com, Inc. Common Stock 690370101 $ 1,104.48 28,800 SH SOLE 28,800 ActivCard Corp. Common Stock 00506J107 $ 1,104.15 255,000 SH SOLE 255,000 Microvision, Inc. Common Stock 594960106 $ 1,083.74 183,685 SH SOLE 183,685 Dell, Inc. Common Stock 24702R101 $ 1,026.00 30,000 SH SOLE 30,000 Symantec Corp. Common Stock 871503108 $ 1,006.97 44,438 SH SOLE 44,438 Verint Systems, Inc. Common Stock 92343X100 $ 990.75 24,200 SH SOLE 24,200 Expedia Inc. Common Stock 30212P105 $ 984.24 49,684 SH SOLE 49,684 InfoSpace, Inc. Common Stock 45678T201 $ 890.35 37,300 SH SOLE 37,300 Synaptics, Inc. Common Stock 87157D109 $ 795.24 42,300 SH SOLE 42,300 ValueClick, Inc. Common Stock 92046N102 $ 791.27 46,300 SH SOLE 46,300 Cognos, Inc. Common Stock 19244C109 $ 790.28 20,300 SH SOLE 20,300 Altiris, Inc. Common Stock 02148M100 $ 779.79 51,000 SH SOLE 51,000 OpenTV Corp. Common Stock G67543101 $ 770.02 268,300 SH SOLE 268,300 RSA Security, Inc. Common Stock 749719100 $ 762.60 60,000 SH SOLE 60,000 Microtunes, Inc. Common Stock 59514P109 $ 723.30 116,100 SH SOLE 116,100 WebEx Communications, Inc. Common Stock 94767L109 $ 661.77 27,000 SH SOLE 27,000 Finisar Corp. Common Stock 31787A101 $ 652.81 476,500 SH SOLE 476,500 Lionbridge Technologies, Inc. Common Stock 536252109 $ 626.40 92,800 SH SOLE 92,800 EMC Corp. Common Stock 268648102 $ 613.68 47,425 SH SOLE 47,425 HI/FN, Inc. Common Stock 428358105 $ 555.00 100,000 SH SOLE 100,000 Vyyo, Inc. Common Stock 918458209 $ 537.40 139,585 SH SOLE 139,585 WebSideStory, Inc. Common Stock 947685103 $ 531.60 30,000 SH SOLE 30,000 Agere Systems, Inc. - A Common Stock 00845V308 $ 523.82 50,319 SH SOLE 50,319 Ceragon Networks Ltd. Common Stock M22013102 $ 513.23 106,700 SH SOLE 106,700 Anteon Corp Common Stock 03674E108 $ 500.29 11,700 SH SOLE 11,700 Volterra Semiconductor Corp. Common Stock 928708106 $ 490.80 40,000 SH SOLE 40,000 LivePerson, Inc. Common Stock 538146101 $ 480.45 127,100 SH SOLE 127,100 Trident Microsystems, Inc. Common Stock 895919108 $ 477.15 15,000 SH SOLE 15,000 Amazon.com, Inc. Common Stock 023135106 $ 453.00 10,000 SH SOLE 10,000 Comcast Corp. - Special CL A Common Stock 20030N200 $ 431.70 15,000 SH SOLE 15,000 Red Hat, Inc. Common Stock 756577102 $ 423.80 20,000 SH SOLE 20,000 International Business Machines Corp. Common Stock 459200101 $ 401.10 5,000 SH SOLE 5,000 Priceline.com, Inc. Common Stock 741503403 $ 386.40 20,000 SH SOLE 20,000 Dassault Systemes SA Common Stock 237545108 $ 383.39 7,400 SH SOLE 7,400 RADWARE LTD. Common Stock M81873107 $ 381.00 20,000 SH SOLE 20,000 iVillage, Inc. Common Stock 46588H105 $ 363.00 50,000 SH SOLE 50,000 PlanetOut, Inc. Common Stock 727058109 $ 337.60 40,000 SH SOLE 40,000 Universal Display Corp Common Stock 91347P105 $ 334.50 30,000 SH SOLE 30,000 JDS Uniphase Corp. Common Stock 46612J101 $ 333.00 150,000 SH SOLE 150,000 PowerDsine, Ltd. Common Stock M41415106 $ 330.60 30,000 SH SOLE 30,000 JAMDAT Mobile, Inc. Common Stock 47023T100 $ 315.00 15,000 SH SOLE 15,000 Affiliated Computer Services, Inc. Common Stock 008190100 $ 273.00 5,000 SH SOLE 5,000 3D Systems Corporation Common Stock 88554D205 $ 264.54 11,900 SH SOLE 11,900 NIDEC Corp Common Stock 654090109 $ 262.30 8,600 SH SOLE 8,600 Accenture Ltd. - A Common Stock G1150G111 $ 254.60 10,000 SH SOLE 10,000 Liberty Global, Inc. Common Stock 530555101 $ 206.43 7,623 SH SOLE 7,623 Mobile TeleSystems - ADR ADR 607409109 $ 203.40 5,000 SH SOLE 5,000 Syntel, Inc. Common Stock 87162H103 $ 194.90 10,000 SH SOLE 10,000 Liberty Global, Inc. Series C Common Stock 530555309 $ 193.13 7,500 SH SOLE 7,500 Symmetricom, Inc. Common Stock 871543104 $ 170.28 22,000 SH SOLE 22,000 Therma-Wave, Inc. Common Stock 88343A108 $ 112.23 62,700 SH SOLE 62,700 Ramtron International Corp. Common Stock 751907304 $ 84.45 28,150 SH SOLE 28,150 129 $ 748,430

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