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Top Holdings, Current Returns, And Date Of Purchase

|Includes:AMRN, ISLN, JKS, Lifetime Brands, Inc. (LCUT), MIPS, NR, NSU, PWER, RDCM, RDWR, RES, SLGLF

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




Disclosure: Long: LCUT JKS RDCM PWER RES NR RDWR MIPS ISLN NSU AMRN LGL
Stocks: LCUT, JKS, RDCM, PWER, RES, NR, RDWR, MIPS, ISLN, NSU, AMRN, SLGLF