-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Mbrn2kxr4yGuJnLgTQhbXYfnosQuVfztT3QmRy8J4pkefCwJlqFLiVHmBbKjGfQ7 XON/FFvmpwVZ6PJj7D18bw== 0000950134-08-009225.txt : 20080512 0000950134-08-009225.hdr.sgml : 20080512 20080512125949 ACCESSION NUMBER: 0000950134-08-009225 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080512 DATE AS OF CHANGE: 20080512 EFFECTIVENESS DATE: 20080512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 7x7 Asset Management LLC CENTRAL INDEX KEY: 0001388558 IRS NUMBER: 202498157 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12134 FILM NUMBER: 08822017 BUSINESS ADDRESS: STREET 1: 201 CALIFORNIA STREET, SUITE 930 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 4152496800 MAIL ADDRESS: STREET 1: 201 CALIFORNIA STREET, SUITE 930 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 f40113e13fvhr.txt FORM 13F - HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2008 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: 7x7 Asset Management LLC Address: 201 California Street, Suite 930 San Francisco, CA 94111 Form 13F File Number: 28- 12134 ------------ 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: Douglas K Lee Title: Manager Phone: 415-249-6800 Signature, Place, and Date of Signing: /s/ Douglas K Lee San Francisco, CA May 12, 2008 - ------------------------------------- -------------------- ----------------- (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: 0 ------------------ Form 13F Information Table Entry Total: 27 ------------------ Form 13F Information Table Value Total: 196,896 ------------------ (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 FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------------------------------------------------------------------------------------------------------ TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------------------------------------------------------------------------------------------------------------ ACTEL CORP COM 004934105 16,923 1,105,337 SH SOLE N/A 1,105,337 ALTERA CORP COM 021441100 3,686 200,000 SH SOLE N/A 200,000 APPLIED MATLS INC COM 038222105 8,292 425,000 SH SOLE N/A 425,000 ARIBA INC COM NEW 04033V203 7,970 825,000 SH SOLE N/A 825,000 BAIDU COM INC SPON ADR REP A 056752108 2,157 9,000 SH SOLE N/A 9,000 CIENA CORP COM NEW 171779309 1,542 50,000 SH SOLE N/A 50,000 COMTECH GROUP INC COM NEW 205821200 13,218 1,225,000 SH SOLE N/A 1,225,000 CORNING INC COM 219350105 6,010 250,000 SH SOLE N/A 250,000 DATA DOMAIN INC COM 23767P109 25,585 1,075,000 SH SOLE N/A 1,075,000 EAGLE TEST SYS INC COM 270006109 735 70,000 SH SOLE N/A 70,000 FIRST SOLAR INC COM 336433107 693 3,000 SH SOLE N/A 3,000 GOOGLE INC CL A 38259P508 529 1,200 SH SOLE N/A 1,200 INFORMATICA CORP COM 45666Q102 15,822 927,460 SH SOLE N/A 927,460 INTEGRATED DEVICE TECHNOLOGY COM 458118106 4,019 450,000 SH SOLE N/A 450,000 LATTICE SEMICONDUCTOR CORP COM 518415104 1,262 444,300 SH SOLE N/A 444,300 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,168 475,000 SH SOLE N/A 475,000 MCAFEE INC COM 579064106 21,509 650,000 SH SOLE N/A 650,000 MICREL INC COM 594793101 14,779 1,594,300 SH SOLE N/A 1,594,300 MICROCHIP TECHNOLOGY INC COM 595017104 20,456 625,000 SH SOLE N/A 625,000 POWERSHARES QQQ TRUST UNIT SERIES 1 73935A104 1,733 22,500 SH PUT SOLE N/A 0 RED HAT INC COM 756577102 3,678 200,000 SH SOLE N/A 200,000 RESEARCH IN MOTION LTD COM 760975102 3,367 30,000 SH SOLE N/A 30,000 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1,412 100,000 SH SOLE N/A 100,000 TIBCO SOFTWARE INC COM 88632Q103 3,570 500,000 SH SOLE N/A 500,000 UNITED ONLINE INC COM 911268100 8,448 800,000 SH SOLE N/A 800,000 VMWARE INC CL A COM 928563402 3,200 4,000 SH PUT SOLE N/A 0 VOLTERRA SEMICONDUCTOR CORP COM 928708106 1,133 100,000 SH SOLE N/A 100,000
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