The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 51JOB INC | SP ADR REP COM | 316827104 | 10,242 | 317,435 | SH | SOLE | 317,435 | 0 | 0 | ||
| ADVANCED SEMICONDUCTOR ENGR | SPONSORED ADR | 00756M404 | 1,215 | 168,700 | SH | SOLE | 168,700 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 13,318 | 320,533 | SH | SOLE | 320,533 | 0 | 0 | ||
| ALPHA & OMEGA SEMICONDUCTOR | SHS | G6331P104 | 1,096 | 122,999 | SH | SOLE | 122,999 | 0 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 1,039 | 117,600 | SH | SOLE | 117,600 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 8,561 | 68,800 | SH | SOLE | 68,800 | 0 | 0 | ||
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 2,045 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
| AVX CORP NEW | COM | 002444107 | 8,061 | 564,861 | SH | SOLE | 564,861 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 24,716 | 118,600 | SH | SOLE | 118,600 | 0 | 0 | ||
| CABOT CORP | COM | 127055101 | 22,139 | 491,971 | SH | SOLE | 491,971 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 406 | 19,030 | SH | SOLE | 19,030 | 0 | 0 | ||
| CHANGYOU COM LTD | ADS REP CL A | 15911M107 | 8,630 | 333,326 | SH | SOLE | 333,326 | 0 | 0 | ||
| CHINA AUTOMOTIVE SYS INC | COM | 16936R105 | 500 | 68,663 | SH | SOLE | 68,663 | 0 | 0 | ||
| CHINA DIGITAL TV HLDG CO LTD | SPONSORED ADR | 16938G107 | 1,100 | 298,225 | SH | SOLE | 298,225 | 0 | 0 | ||
| CHINA DISTANCE ED HLDGS LTD | SPONS ADR | 16944W104 | 3,417 | 203,853 | SH | SOLE | 203,853 | 0 | 0 | ||
| CHIPMOS TECH BERMUDA LTD | SHS | G2110R114 | 4,783 | 193,939 | SH | SOLE | 193,939 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 226 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM | 25659T107 | 17,352 | 454,708 | SH | SOLE | 454,708 | 0 | 0 | ||
| DSP GROUP INC | COM | 23332B106 | 2,432 | 203,036 | SH | SOLE | 203,036 | 0 | 0 | ||
| DTS INC | COM | 23335C101 | 7,458 | 218,893 | SH | SOLE | 218,893 | 0 | 0 | ||
| E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 142 | 26,100 | SH | SOLE | 26,100 | 0 | 0 | ||
| EXLSERVICE HOLDINGS INC | COM | 302081104 | 276 | 7,430 | SH | SOLE | 7,430 | 0 | 0 | ||
| FAIRCHILD SEMICONDUCTOR INTL | COM | 303726103 | 23,292 | 1,281,213 | SH | SOLE | 1,281,213 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 2,239 | 96,300 | SH | SOLE | 96,300 | 0 | 0 | ||
| GLOBAL SOURCES LTD | ORD | G39300101 | 450 | 76,762 | SH | SOLE | 76,762 | 0 | 0 | ||
| GOLAR LNG PARTNERS LP | COM UNIT LPI | Y2745C102 | 454 | 16,878 | SH | SOLE | 16,878 | 0 | 0 | ||
| HOLLYSYS AUTOMATION TECHNOLO | SHS | G45667105 | 2,973 | 149,616 | SH | SOLE | 149,616 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 404 | 20,200 | SH | SOLE | 20,200 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 23,171 | 741,000 | SH | SOLE | 741,000 | 0 | 0 | ||
| INTERSIL CORP | CL A | 46069S109 | 23,702 | 1,655,166 | SH | SOLE | 1,655,166 | 0 | 0 | ||
| ISHARES | MSCI THI CAP ETF | 464286624 | 11,945 | 150,500 | SH | SOLE | 150,500 | 0 | 0 | ||
| KONGZHONG CORP | SPONSORED ADR | 50047P104 | 743 | 134,390 | SH | SOLE | 134,390 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 16,226 | 1,038,161 | SH | SOLE | 1,038,161 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,387 | 218,710 | SH | SOLE | 218,710 | 0 | 0 | ||
| MICREL INC | COM | 594793101 | 4,698 | 311,507 | SH | SOLE | 311,507 | 0 | 0 | ||
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 25,044 | 915,675 | SH | SOLE | 915,675 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 23,936 | 227,315 | SH | SOLE | 227,315 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 20,931 | 944,110 | SH | SOLE | 944,110 | 0 | 0 | ||
| NOVA MEASURING INSTRUMENTS L | COM | M7516K103 | 781 | 67,796 | SH | SOLE | 67,796 | 0 | 0 | ||
| OMNIVISION TECHNOLOGIES INC | COM | 682128103 | 5,916 | 224,332 | SH | SOLE | 224,332 | 0 | 0 | ||
| ORBOTECH LTD | ORD | M75253100 | 4,139 | 258,201 | SH | SOLE | 258,201 | 0 | 0 | ||
| PERICOM SEMICONDUCTOR CORP | COM | 713831105 | 1,661 | 107,343 | SH | SOLE | 107,343 | 0 | 0 | ||
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 2,626 | 463,172 | SH | SOLE | 463,172 | 0 | 0 | ||
| PRUDENTIAL FINL INC | COM | 744320102 | 8,545 | 106,400 | SH | SOLE | 106,400 | 0 | 0 | ||
| SCICLONE PHARMACEUTICALS INC | COM | 80862K104 | 13,755 | 1,552,482 | SH | SOLE | 1,552,482 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 422 | 8,116 | SH | SOLE | 8,116 | 0 | 0 | ||
| SHANDA GAMES LTD | SP ADR REPTG A | 81941U105 | 12,621 | 1,971,994 | SH | SOLE | 1,971,994 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 23,100 | 859,368 | SH | SOLE | 859,368 | 0 | 0 | ||
| SKY-MOBI LTD | SPONSORED ADS | 83084G109 | 78 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
| SOHU COM INC | COM | 83408W103 | 8,719 | 163,500 | SH | SOLE | 163,500 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 15,472 | 1,669,023 | SH | SOLE | 1,669,023 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 980 | 29,500 | SH | SOLE | 29,500 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 3,271 | 57,198 | SH | SOLE | 57,198 | 0 | 0 | ||
| USANA HEALTH SCIENCES INC | COM | 90328M107 | 6,664 | 59,972 | SH | SOLE | 59,972 | 0 | 0 | ||
| WUXI PHARMATECH CAYMAN INC | SPONS ADR SHS | 929352102 | 26,080 | 672,513 | SH | SOLE | 672,513 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 8,344 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||