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| Google Incorporated | 38259P508 | GOOG | $13,959,047.40 |
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| Cisco Systems Incorporated | 17275R102 | CSCO | $10,848,526.20 |
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| Wells Fargo Advantage Cash Investment Money Market Fund | 9499999G3 | N/A | $9,714,844.04 |
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| Microsoft Corporation | 594918104 | MSFT | $8,676,983.85 |
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| eBay Incorporated | 278642103 | EBAY | $8,437,716.40 |
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| Amazon.com Incorporated | 023135106 | AMZN | $8,243,868.15 |
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| Apple Incorporated | 037833100 | AAPL | $8,230,704.85 |
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| Salesforce.com Incorporated | 79466L302 | CRM | $8,122,458.60 |
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| Qualcomm Incorporated | 747525103 | QCOM | $6,720,106.25 |
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| Sandisk Corporation | 80004C101 | SNDK | $6,712,200.00 |
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| Visa Incorporated | 92826C839 | V | $6,575,355.60 |
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| Oracle Corporation | 68389X105 | ORCL | $6,439,379.10 |
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| Micron Technology Incorporated | 595112103 | MU | $5,904,168.00 |
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| Xilinx Incorporated | 983919101 | XLNX | $4,434,208.90 |
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| Applied Materials Incorporated | 038222105 | AMAT | $4,427,910.40 |
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| Priceline.com Incorporated | 741503403 | PCLN | $4,378,674.45 |
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| IBM Corporation | 459200101 | IBM | $4,359,852.00 |
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| Aspen Technology Incorporated | 045327103 | AZPN | $3,890,783.55 |
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| Netease.com ADR + | 64110W102 | NTES | $3,831,435.35 |
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| Intuit Incorporated | 461202103 | INTU | $3,598,604.75 |
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| Ericsson Tel Sp ADR | 294821608 | ERIC | $3,369,681.00 |
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| Quanta Services Incorporated | 74762E102 | PWR | $3,300,132.60 |
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| Fortinet Incorporated Common Stock | 34959E109 | FTNT | $3,181,408.00 |
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| Cognizant Technology Solutions Corporation | 192446102 | CTSH | $3,031,457.70 |
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| Analog Devices Incorporated | 032654105 | ADI | $2,994,885.80 |
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| Tesla Motors Incorporated Common Stock Usd.001 | 88160R101 | TSLA | $2,896,425.27 |
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| MasterCard Incorporated | 57636Q104 | MA | $2,884,222.90 |
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| Microchip Technology | 595017104 | MCHP | $2,853,862.60 |
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| Symantec Corporation | 871503108 | SYMC | $2,706,532.20 |
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| Lam Research Corporation | 512807108 | LRCX | $2,704,850.40 |
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| Yahoo! Incorporated | 984332106 | YHOO | $2,621,477.30 |
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| Texas Instruments Incorporated | 882508104 | TXN | $2,414,946.20 |
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| Fusion Io Incorporated Common Stock | 36112J107 | FIO | $2,330,023.95 |
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| Motorola Solutions Inc. | 620076307 | MSI | $2,266,982.15 |
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| Computer Sciences Corporation | 205363104 | CSC | $2,200,088.70 |
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| Asustek Computer Gdr Reg S Gdr | 04648R605 | ASUUY | $2,181,565.44 |
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| Adobe Systems Incorporated | 00724F101 | ADBE | $2,046,710.40 |
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| Freescale Semiconductor Hold | G3727Q101 | FSL | $1,996,525.65 |
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| Maxim Integrated Products Incorporated | 57772K101 | MXIM | $1,825,135.00 |
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| Lenovo Group Ltd Hkd0.025 | 621808906 | N/A | $1,781,855.19 |
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| Linkedin Corp - A | 53578A108 | LNKD | $1,773,804.50 |
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| Palo Alto Networks Incorporated Common Stock Usd.0001 | 697435105 | PANW | $1,659,795.00 |
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| Qihoo 360 Technology CO ADR ADR | 74734M109 | QIHU | $1,656,317.00 |
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| ON Semiconductor Corporation | 682189105 | ONNN | $1,593,651.60 |
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| Avago Technologies Ltd Common Stock | Y0486S104 | AVGO | $1,349,514.40 |
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| Yandex Nv A Common Stock Eur.01 | N97284108 | YNDX | $1,319,920.80 |
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| Workday Incorporated Common Stock | 98138H101 | WDAY | $1,317,156.36 |
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| KLA-Tencor Corporation | 482480100 | KLAC | $1,230,951.60 |
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| Fiserv Incorporated | 337738108 | FISV | $1,224,789.35 |
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| Western Union Company | 959802109 | WU | $1,131,534.40 |
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| Samsung Electronics Company Limited | 677172009 | N/A | $1,112,888.73 |
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| Taiwan Semiconductor Manufacturing Company Limited | 874039100 | TSM | $1,082,970.00 |
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| Monsanto Company | 61166W101 | MON | $1,078,482.30 |
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| Nxp Semiconductors Nv Common Stock | N6596X109 | NXPI | $1,077,709.90 |
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| Activision Blizzard Incorporated | 00507V109 | ATVI | $1,009,118.20 |
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| Seagate Technology PLC Common Stock | G7945M107 | STX | $975,420.80 |
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| Nitto Denko Corporation | 664180007 | N/A | $950,942.79 |
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| Nec Corp Npv | 664040003 | N/A | $945,450.68 |
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| Tokyo Electron Jpy50 | 689567006 | N/A | $940,967.76 |
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| Netflix.com Incorporated | 64110L106 | NFLX | $925,267.85 |
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| Hirose Electric Jpy50 | 642872006 | N/A | $722,738.62 |
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| Keyence Corp Jpy50 | 649099009 | N/A | $673,075.90 |
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| Western Digital Corporation | 958102105 | WDC | $529,951.20 |
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| Qlik Technologies Incorporated Common Stock | 74733T105 | QLIK | $523,315.80 |
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| Vipshop Holdings Ltd Ads ADR Usd.0001 | 92763W103 | VIPS | $465,450.62 |
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| Aruba Networks Incorporated | 043176106 | ARUN | $461,648.40 |
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| Skyworks Solutions Incorporate | 83088M102 | SWKS | $440,600.00 |
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| Marvell Technology Group Limited | G5876H105 | MRVL | $436,477.90 |
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| Automatic Data Processing Incorporated | 053015103 | ADP | $232,121.40 |
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| Facebook Incorporated A Common Stock Usd.000006 | 30303M102 | FB | $214,999.90 |
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| Phoenix New Media Ltd ADR ADR | 71910C103 | FENG | $126,942.40 |
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| Asml Holding Nv NY Reg Shs NY Reg Shrs Eur.09 | N07059210 | ASML | $43,186.35 |
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| Renren Incorporated ADR ADR Usd.001 | 759892102 | RENN | $2,632.79 |
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