RE:RE:Avigilon Getting Attention from Global Tech FundIt's about halfway down, talking about the fund's activity during April.
What I found interesting is that they sold off Canon and bought Avigilon. I'm not reading too much into that, but it's an original take given Canon's recent acquisitions of of Milestone and Axis.
Here's the so-so translation from Google:
During the month, the fund management of Deka technology have shares of Canon sold and realized gains on Lenovo and Checkpoint. Newly admitted had been the share of the security camera manufacturer Avigilon from Canada. Engagements in the storage system provider EMC in database software manufacturer Oracle and in Taiwanese technology suppliers were increased. The fund manager has also participated selectively in various IPOs and capital increases.End of April was fully invested the Technology Fund.