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Top Current Holdings And Total Returns Since Purchase

|Includes: Akorn, Inc. (AKRX), JKS, KSS, LCUT, NOV, PWER, RES, SFD, THO

Currently long 12 stocks and short 7 stocks with 80-85% cash on hand.

stock symbol – % return since purchase – date of purchase

 

longs:

LCUT 138% 11/2/09
AKRX 28% 5/25/10
PWER 27% 7/7/10
RES 15% 7/13/10
JKS 11% 7/13/10

shorts:

SFD 12% 6/17/10
KSS 10% 5/13/10
NOV 7% 5/11/10
THO 5% 5/20/10




Disclosure: Long LCUT AKRX PWER JKS RES Short SFD KSS NOV THO