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| Microsoft Corporation | 594918104 | MSFT | $20,390,427.50 |
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| Google Incorporated | 38259P508 | GOOG | $14,495,940.60 |
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| Wells Fargo Advantage Cash Investment Money Market Fund | 9499999G3 | N/A | $13,932,811.34 |
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| Cisco Systems Incorporated | 17275R102 | CSCO | $10,853,714.40 |
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| Salesforce.com Incorporated | 79466L302 | CRM | $7,468,864.80 |
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| Sandisk Corporation | 80004C101 | SNDK | $7,363,624.80 |
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| Amazon.com Incorporated | 023135106 | AMZN | $7,248,813.60 |
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| Visa Incorporated | 92826C839 | V | $6,521,928.90 |
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| Western Digital Corporation | 958102105 | WDC | $6,162,614.40 |
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| Micron Technology Incorporated | 595112103 | MU | $5,572,872.00 |
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| Tesla Motors Incorporated Common Stock Usd.001 | 88160R101 | TSLA | $5,141,737.65 |
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| Priceline.com Incorporated | 741503403 | PCLN | $5,108,566.60 |
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| eBay Incorporated | 278642103 | EBAY | $5,032,059.50 |
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| Xilinx Incorporated | 983919101 | XLNX | $4,331,217.50 |
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| Applied Materials Incorporated | 038222105 | AMAT | $4,016,730.75 |
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| Qualcomm Incorporated | 747525103 | QCOM | $3,896,848.80 |
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| Aspen Technology Incorporated | 045327103 | AZPN | $3,672,687.60 |
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| Yahoo! Incorporated | 984332106 | YHOO | $3,660,781.90 |
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| Netease.com ADR + | 64110W102 | NTES | $3,616,290.70 |
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| Oracle Corporation | 68389X105 | ORCL | $3,397,319.20 |
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| Fusion Io Incorporated Common Stock | 36112J107 | FIO | $3,358,371.06 |
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| Seagate Technology PLC Common Stock | G7945M107 | STX | $3,339,700.00 |
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| MasterCard Incorporated | 57636Q104 | MA | $2,947,116.90 |
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| Lam Research Corporation | 512807108 | LRCX | $2,899,149.50 |
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| Symantec Corporation | 871503108 | SYMC | $2,664,859.50 |
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| Qihoo 360 Technology CO ADR ADR | 74734M109 | QIHU | $2,547,804.00 |
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| Akamai Technologies Incorporated | 00971T101 | AKAM | $2,530,401.57 |
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| Ericsson Tel Sp ADR | 294821608 | ERIC | $2,468,155.00 |
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| Texas Instruments Incorporated | 882508104 | TXN | $2,464,633.65 |
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| Asustek Computer Gdr Reg S Gdr | 04648R605 | ASUUY | $2,135,818.89 |
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| Adobe Systems Incorporated | 00724F101 | ADBE | $2,120,563.20 |
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| Palo Alto Networks Incorporated Common Stock Usd.0001 | 697435105 | PANW | $2,109,900.00 |
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| Nitto Denko Corporation | 664180007 | N/A | $2,100,836.03 |
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| Computer Sciences Corporation | 205363104 | CSC | $2,093,726.50 |
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| Quanta Services Incorporated | 74762E102 | PWR | $2,091,640.20 |
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| IBM Corporation | 459200101 | IBM | $2,043,628.60 |
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| Hirose Electric Jpy50 | 642872006 | N/A | $1,996,204.54 |
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| Workday Incorporated Common Stock | 98138H101 | WDAY | $1,991,142.30 |
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| Linkedin Corp - A | 53578A108 | LNKD | $1,935,306.75 |
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| Freescale Semiconductor Hold | G3727Q101 | FSL | $1,787,553.00 |
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| Analog Devices Incorporated | 032654105 | ADI | $1,765,538.65 |
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| Yandex Nv A Common Stock Eur.01 | N97284108 | YNDX | $1,754,052.30 |
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| Keyence Corp Jpy50 | 649099009 | N/A | $1,743,345.13 |
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| ON Semiconductor Corporation | 682189105 | ONNN | $1,512,814.20 |
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| Pandora Media Incorporated | 698354107 | P | $1,478,251.60 |
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| Yahoo Japan Corp Jpy50000 | 608484903 | N/A | $1,382,212.65 |
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| Nec Corp Npv | 664040003 | N/A | $1,365,112.58 |
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| Intuit Incorporated | 461202103 | INTU | $1,339,812.60 |
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| Fiserv Incorporated | 337738108 | FISV | $1,270,528.95 |
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| Taiwan Semiconductor Manufacturing Company Limited | 874039100 | TSM | $1,202,040.00 |
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| Tokyo Electron Jpy50 | 689567006 | N/A | $1,136,359.44 |
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| Omron Corp Npv | 665942009 | N/A | $1,129,250.65 |
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| Western Union Company | 959802109 | WU | $1,114,230.35 |
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| Monsanto Company | 61166W101 | MON | $1,090,632.20 |
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| Netflix.com Incorporated | 64110L106 | NFLX | $1,055,501.95 |
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| Activision Blizzard Incorporated | 00507V109 | ATVI | $1,035,437.00 |
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| Motorola Solutions Inc. | 620076307 | MSI | $1,010,438.00 |
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| Murata Mfg CO Npv | 661040006 | N/A | $943,611.84 |
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| Lenovo Group Ltd Hkd0.025 | 621808906 | N/A | $814,968.78 |
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| Fortinet Incorporated Common Stock | 34959E109 | FTNT | $809,277.60 |
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| Maxim Integrated Products Incorporated | 57772K101 | MXIM | $749,588.55 |
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| Qlik Technologies Incorporated Common Stock | 74733T105 | QLIK | $526,962.60 |
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| KLA-Tencor Corporation | 482480100 | KLAC | $506,695.00 |
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| Vipshop Holdings Ltd Ads ADR Usd.0001 | 92763W103 | VIPS | $471,887.54 |
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| Angie's List Incorporated | 034754101 | ANGI | $462,165.34 |
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| Marvell Technology Group Limited | G5876H105 | MRVL | $443,903.80 |
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| Anritsu Corp Npv | 604410001 | N/A | $435,820.90 |
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| Aruba Networks Incorporated | 043176106 | ARUN | $419,663.40 |
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| Automatic Data Processing Incorporated | 053015103 | ADP | $240,403.80 |
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| Facebook Incorporated A Common Stock Usd.000006 | 30303M102 | FB | $233,322.80 |
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| Samsung Electronics Company Limited | 677172009 | N/A | $117,315.90 |
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| Phoenix New Media Ltd ADR ADR | 71910C103 | FENG | $111,379.75 |
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| Toyota Motor Corp | 892331307 | TM | $103,972.20 |
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| Asml Holding Nv NY Reg Shs NY Reg Shrs Eur.09 | N07059210 | ASML | $47,224.95 |
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| Renren Incorporated ADR ADR Usd.001 | 759892102 | RENN | $2,550.80 |
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