Very Quick Update

On vacation. Earnings are pouring in. Looks like bad news tomorrow for BLDR. Portfolio is doing ok. ASEI has been on fire.

Current Portfolio
Stock	Cost	Current	Gain
UST	$39.36	$53.89	41.2%
MTEX	$13.11	$17.90	37.8%
ANF	$61.13	$78.91	29.7%
PNCL	$6.68	$8.48	26.9%
TGIS	$10.34	$12.80	25.7%
MSTR	$94.36	$115.55	22.5%
TRLG	$17.02	$20.82	22.3%
ASEI	$45.85	$55.59	21.2%
MGLN	$38.34	$44.31	15.6%
VPHM	$11.80	$13.47	14.2%
BBSI	$19.18	$21.71	13.2%
ELX	$17.85	$19.88	11.4%
PGI	$7.71	$8.44	9.5%
ISNS	$13.17	$14.30	8.6%
CHKE	$37.55	$38.34	5.3%
FTO	$28.76	$29.80	3.8%
BLDR	$16.10	$16.00	-0.6%
PACR	$32.53	$31.66	-1.7%
KG	$17.31	$16.76	-3.2%
RAIL	$58.18	$54.65	-6.0%
PTEN	$26.72	$23.99	-9.8%
PONR	$30.98	$26.80	-13.5%
DLX	$26.36	$21.78	-14.9%
TBL	$34.50	$28.93	-16.1%
FDG	$34.03	$24.93	-22.0%
HW	$33.04	$25.30	-23.4%
ORCT	$11.83	$8.68	-26.6%
EZEN	$2.84	$1.85	-34.7%
OVTI	$27.79	$16.10	-42.1%
Current Gain/Loss ($)			$6,801
Current Gain/Loss (%)			2.1%
Sold Gain/Loss ($)			$10,050
Sold Gain/Loss (%)			25.0%
Total Gain/Loss ($)			$16,851
Benchmark Gain/Loss ($)			$23,825
Annual IRR			12.1%
Total Gain/Loss (%)			5.3%