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| Position | Commentary | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Holding | Return | Exposure | Trades | Last | Price | Rationale | Votes | ||
| ISRG | -39.70% |
|
61 | 04-Jun-08 | 289.01 | 15-Aug-07 | 0 | ||
| QID | 113.16% |
|
2 | 14-Jul-07 | n/a | n/a | 0 | ||
| JOYG | -70.49% |
|
2 | 03-Sep-08 | n/a | n/a | 0 | ||
| RTP | -66.52% |
|
29 | 03-Sep-08 | 478.47 | n/a | 0 | ||
| NVR | -53.02% |
|
9 | 18-Jun-08 | 544.01 | n/a | 0 | ||
| GOOG | 110.67% |
|
18 | 05-May-08 | 588.90 | n/a | 0 | ||
| PTR | 51.11% |
|
3 | 05-Sep-08 | 147.31 | n/a | 0 | ||
| WFC | -35.32% |
|
8 | 05-Nov-08 | 26.75 | n/a | 0 | ||
| MA | -56.08% |
|
28 | 08-Oct-08 | 293.70 | n/a | 0 | ||
| AAPL | 124.25% |
|
40 | 17-Jun-08 | 181.68 | 31-Jul-07 | 0 | ||
| SWN | 5.10% |
|
3 | 07-May-08 | 44.97 | n/a | 0 | ||
| NOV | -73.50% |
|
21 | 24-Jun-08 | 90.01 | n/a | 0 | ||
| COST | 14.09% |
|
2 | 12-Nov-08 | 60.15 | n/a | 0 | ||
| BG | -65.14% |
|
7 | 14-Nov-08 | 108.35 | n/a | 0 | ||
| FSLR | -58.77% |
|
29 | 01-Jul-08 | 265.90 | n/a | 0 | ||
| EXP | -67.78% |
|
1 | 02-Oct-08 | n/a | n/a | 0 | ||
| RIMM | 48.37% |
|
85 | 02-Jul-08 | 119.76 | 13-Aug-07 | 0 | ||
| SGP | 7.22% |
|
4 | 05-Nov-08 | 18.65 | n/a | 0 | ||
| PCLN | -60.33% |
|
11 | 05-Jun-08 | 138.61 | n/a | 0 | ||
| INTC | 51.46% |
|
3 | 05-Nov-08 | 22.59 | n/a | 0 | ||
| AMZN | -61.19% |
|
12 | 17-Jun-08 | 82.97 | n/a | 0 | ||
| PBR | -74.17% |
|
21 | 30-Jun-08 | 71.05 | n/a | 0 | ||
| STI | -52.69% |
|
2 | 28-Aug-08 | 62.90 | n/a | 0 | ||
| ICE | -66.88% |
|
7 | 31-Dec-07 | 193.15 | n/a | 0 | ||
| CME | -27.34% |
|
20 | 23-Sep-08 | 447.36 | n/a | 0 | ||
| UNP | -33.22% |
|
10 | 27-Aug-08 | 75.80 | n/a | 0 | ||
| BVN | -60.59% |
|
1 | 14-Nov-08 | 60.48 | n/a | 0 | ||
| SONO | 53.36% |
|
1 | 30-Apr-08 | 32.10 | n/a | 0 | ||
| AMGN | -3.96% |
|
1 | 06-Sep-07 | 52.40 | n/a | 0 | ||
| YHOO | -66.95% |
|
1 | 26-Oct-07 | 33.15 | n/a | 0 | ||
| VCLK | -83.04% |
|
1 | 16-Jul-07 | 29.54 | n/a | 0 | ||
| XTO | 3.95% |
|
1 | 26-Sep-08 | 64.58 | n/a | 0 | ||
| SLAB | -44.54% |
|
1 | 14-Jul-07 | n/a | n/a | 0 | ||
| CRUS | -57.55% |
|
3 | 14-Jul-07 | n/a | n/a | 0 | ||
| SPWRA | -79.99% |
|
25 | 01-Jul-08 | 65.34 | n/a | 0 | ||
| WFT | 42.61% |
|
1 | 27-May-08 | 66.42 | n/a | 0 | ||
| CCE | -67.34% |
|
1 | 10-Sep-08 | 26.27 | n/a | 0 | ||
| NILE | -75.08% |
|
4 | 08-Nov-07 | 79.06 | n/a | 0 | ||
| FLR | -68.13% |
|
3 | 03-Sep-08 | 202.37 | n/a | 0 | ||
| TSO | -86.74% |
|
6 | 28-Aug-08 | 48.38 | n/a | 0 | ||
| CELG | |||||||||
