Long 33 stocks Short 1 stock (Longs make up 45% of portfolio, shorts make up less than .5%, and cash makes up 55%) after Monday’s open.
top holdings:
ticker symbol – total returns – date of purchase
LCUT 135% 11/2/09
JKS 92% 7/13/10
RDCM 44% 8/2/10
PWER 39% 7/7/10
RES 31% 7/13/10
NR 23% 7/20/10
RDWR 18% 8/17/10
MIPS 18% 8/20/10
ISLN 12% 8/31/10
NSU 12% 8/20/10
AMRN 11% 8/18/10
LGL 10% 9/8/10
