YTD Summary

Sell in May, Go Away? Guess we'll find out shortly whether that is good advice. My portfolio has really done well, YTD I am up 42% and am still a bit over 100% up over my lows in November. But I have been taking some profits and probably have about 25% of my MFI portfolio in cash.

I know that MFI purists will say I am breaking the rules, and I admit it... I am. But it is different for me with real money (and these are not inconsequential amounts) opposed to theory and I have had too many cliffs in my 3+ year MFI experience.

One of the stocks I sold, LINE, wasn't really on the MFI lists. My MFI does also include some extreme value stocks that gurus had bought (I use www.gurufocus.com) and LINE was from watching Seth Klarman. It had poppped up from a favorable Mad Money review and I decided to take the cash at $18. If it drops back towards $15 I'll look to buy back in.

I also sold TRA and VSNT. I was surprised that VSNT had actually recovered all its losses from when the preannounced the year was going to be about $1 under previous guidance. That isn't a minor miss. I still like VSNT and when things settle down will consider buying back in.

I did buy a few news things. I bought UEPS. This is a South African company which as far as I can tell helps put in some sort of credit card payment systems. They had a "bad" quarter, but only because of the exchange rates, this is a company doing very well and the South African currency has gained a lot against the USD since quarter-end. I also bought WH. They are not technically on the list but they are a Chinese company that makes tubing for oil and gas exploration and basically have a zero enterprise value and are doing very well. So they are extremely cheap. I owned them about a year ago and have good memories.

The basic theme is that I am moving away from US and towards Intl, I am nervous about the US dollar and inflation... so I am leaning towards commodities (like ICO, FSUMF, CDII and TC) and non-US companies.

Here is my mechanical portfolio, still kicking tail. I will actually list both mechanical portfolios this time, they both use the same approach but the 2nd was originally based on the top 100.

Mechanical Portfolio: top 25/30 (up 16.6% over baseline and 4.7% actual gain)

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DTPI	2/2/08	4.75	2.60	0.35	139.58	2.72	-37.9%	-38.7%	0.8%
AIRV	2/13/08	5.08	5.57	-	136.37	2.72	9.6%	-37.3%	47.0%
CITP	2/16/08	9.98	2.21	-	135.14	2.72	-77.9%	-36.7%	-41.1%
PRXI	2/16/08	4.29	1.00	-	135.14	2.72	-76.7%	-36.7%	-39.9%
CAST	2/23/08	5.06	2.83	-	135.62	2.72	-44.1%	-40.9%	-3.2%
GSB	3/12/08	2.08	0.52	-	131.36	2.72	-75.0%	-45.5%	-29.5%
IGC	3/12/08	3.70	0.44	-	131.36	2.72	-88.1%	-45.5%	-42.6%
LGTY	3/12/08	6.70	4.78	0.09	131.36	2.72	-27.3%	-45.5%	18.1%
MRX	3/12/08	19.45	10.26	0.12	131.36	2.08	-46.6%	-46.0%	-0.7%
DEPO	3/22/08	2.74	2.55	-	132.08	2.08	-6.9%	-36.4%	29.5%
NVTL	3/22/08	8.98	6.08	-	132.08	2.08	-32.3%	-36.4%	4.1%
VRGY	3/22/08	17.42	7.62	-	132.08	2.08	-56.3%	-36.4%	-19.8%
DLX	4/6/08	19.58	11.70	1.00	136.89	2.08	-35.1%	-34.9%	-0.3%
NTRI	4/6/08	14.94	14.25	0.70	136.89	2.08	0.1%	-34.9%	34.9%
IUSA	4/6/08	5.28	4.77	-	136.89	2.08	-9.7%	-34.9%	25.2%
LRCX	4/11/08	41.08	27.81	-	133.38	2.08	-32.3%	-33.2%	0.9%
SLXP	4/11/08	6.47	10.88	-	133.38	2.08	68.2%	-33.2%	101.3%
CHRD	4/19/08	5.03	3.52	-	138.48	2.08	-30.0%	-35.6%	5.6%
QXM	4/26/08	6.26	2.73	-	139.60	2.64	-56.4%	-36.0%	-20.4%
MDP	5/9/08	33.79	28.51	0.65	138.90	2.64	-13.7%	-31.2%	17.4%
OMPI	5/9/08	7.11	6.75	-	138.90	2.64	-5.1%	-31.2%	26.1%
PPD	5/9/08	43.45	40.06	-	138.90	2.64	-7.8%	-31.2%	23.4%
ELNK	5/25/08	9.21	7.36	-	137.64	2.64	-20.1%	-33.4%	13.3%
FTAR.ob	5/25/08	4.37	0.87	3.00	137.64	2.64	-11.4%	-33.4%	22.0%
CHKE	5/31/08	27.25	18.36	1.50	140.35	2.64	-27.1%	-34.7%	7.6%
APKT	7/5/08	4.62	7.90	-	126.31	1.97	71.0%	-28.0%	99.0%
CSKI	7/5/08	11.06	13.51	-	126.31	1.97	22.2%	-28.0%	50.1%
VALU	7/5/08	32.00	27.22	1.20	126.31	1.97	-11.2%	-28.0%	16.8%
QCOR	7/26/08	4.84	4.03	-	125.48	1.97	-16.7%	-27.5%	10.8%
MSTR	8/1/08	60.56	45.31	-	126.16	1.97	-25.2%	-27.9%	2.7%
NVDA	8/8/08	11.00	9.82	-	129.37	1.97	-10.7%	-29.7%	18.9%
SWIR	8/8/08	12.41	6.08	-	129.37	1.97	-51.0%	-29.7%	-21.3%
CF	8/8/08	134.65	80.76	0.10	129.37	1.97	-39.9%	-29.7%	-10.3%
SIGM	8/8/08	15.93	15.93	-	129.37	1.97	0.0%	-29.7%	29.7%
EGMI.OB	9/5/08	0.69	0.87	-	124.42	1.97	25.4%	-26.9%	52.2%
KHD	9/15/08	20.68	8.03	-	126.09	1.97	-61.2%	-27.8%	-33.3%
TTWO	9/22/08	16.57	9.00	-	124.12	1.97	-45.7%	-26.7%	-19.0%
SCMP	9/29/08	8.29	5.21	-	120.85	1.28	-37.2%	-25.3%	-11.9%
DTLK	9/29/08	4.34	3.96	-	120.85	1.28	-8.8%	-25.3%	16.5%
TRA	9/29/08	28.42	30.02	0.10	120.85	1.28	6.0%	-25.3%	31.3%
MSB	10/10/08	10.12	11.75	0.11	88.50	1.28	17.2%	2.0%	15.2%
UEPS	10/10/08	14.58	12.91	-	88.50	1.28	-11.5%	2.0%	-13.5%
TSCM	10/17/08	3.67	1.90	0.03	93.21	1.28	-47.5%	-3.1%	-44.4%
EME	10/31/08	17.77	21.08	-	96.83	1.28	18.6%	-6.7%	25.4%
CTCM	10/31/08	7.40	9.62	-	96.83	1.28	30.0%	-6.7%	36.7%
PRGX	10/31/08	4.24	2.80	-	96.83	1.28	-34.0%	-6.7%	-27.2%
HLF	11/7/08	20.17	27.88	0.40	93.86	1.28	40.2%	-3.8%	44.0%
GHM	11/7/08	13.60	14.32	0.02	93.86	1.28	5.4%	-3.8%	9.2%
BIDZ	11/21/08	2.39	3.32	-	79.52	1.28	38.9%	13.6%	25.4%
KBR	11/21/08	10.45	16.71	0.10	79.52	1.28	60.9%	13.6%	47.3%
OPTV	11/21/08	0.94	1.59	-	79.52	1.28	69.1%	13.6%	55.6%
IBAS	11/21/08	1.21	1.15	-	79.52	1.28	-5.0%	13.6%	-18.5%
Vclk	11/28/08	6.17	10.03	-	90.09	1.28	62.6%	0.2%	62.3%
DIVX	12/8/08	4.37	4.94	-	87.93	1.28	13.0%	2.7%	10.3%
MAXY	12/8/08	5.80	5.95	-	87.93	1.28	2.6%	2.7%	-0.1%
ESIC	12/14/08	1.13	1.90	-	88.99	1.28	68.1%	1.5%	66.7%
MSO	12/29/08	2.80	3.14	-	87.16	0.56	12.1%	2.8%	9.4%
TRMS	12/29/08	1.03	2.19	-	87.16	0.56	112.6%	2.8%	109.8%
WFR	12/29/08	13.43	17.06	-	87.16	0.56	27.0%	2.8%	24.3%
AHCI	1/5/09	1.15	1.96	-	92.96	0.56	70.4%	-3.6%	74.1%
CKSW	1/5/09	1.99	4.08	-	92.96	0.56	105.0%	-3.6%	108.7%
COH	2/16/09	13.97	24.35	-	82.76	0.56	74.3%	8.2%	66.1%
DELL	2/23/09	8.41	10.85	-	77.42	0.56	29.0%	15.7%	13.3%
SOLR	2/23/09	4.22	6.25	-	77.42	0.56	48.1%	15.7%	32.4%
DECK	3/2/09	41.27	50.21	-	73.93	0.56	21.7%	21.2%	0.5%
FWLT	3/2/09	15.04	24.01	-	73.93	0.56	59.6%	21.2%	38.5%
HCKT	3/2/09	2.56	2.02	-	73.93	0.56	-21.1%	21.2%	-42.3%
MWW	3/2/09	6.59	12.45	-	73.93	0.56	88.9%	21.2%	67.8%
PTIE	3/2/09	4.53	4.36	-	73.93	0.56	-3.8%	21.2%	-24.9%
TRLG	3/2/09	10.22	20.39	-	73.93	0.56	99.5%	21.2%	78.3%
qlti	3/9/09	1.41	2.34	-	68.92	0.56	66.0%	30.0%	36.0%
exbd	3/9/09	12.96	17.07	0.44	68.92	0.56	35.1%	30.0%	5.1%
FIX	3/16/09	9.73	8.93		76.09	0.56	-8.2%	17.7%	-26.0%
DBTK	3/16/09	6.65	8.68	-	76.09	0.56	30.5%	17.7%	12.8%
LOOP	3/16/09	5.77	8.00	-	76.09	0.56	38.6%	17.7%	20.9%
PRO	3/30/09	4.29	6.98	-	81.61	-	62.7%	9.1%	53.6%
ACN	4/13/09	27.71	30.32	-	85.81	-	9.4%	3.7%	5.7%
INFI	4/20/09	5.83	6.45	-	87.08	-	10.6%	2.2%	8.4%
RST	5/3/09	29.83	24.23	-	87.89	-	-18.8%	1.3%	-20.1%
ULCM.pk	5/3/09	2.18	2.10	-	87.89	-	-3.7%	1.3%	-5.0%
TYPE	5/3/09	3.80	5.17	-	87.89	-	36.1%	1.3%	34.8%
CRAY	5/3/09	3.98	4.10	-	87.89	-	3.0%	1.3%	1.7%
INT	5/10/09	41.90	41.11	-	92.98	-	-1.9%	-4.3%	2.4%
IPHS	5/18/09	15.03	15.47	-	88.71	-	2.9%	0.3%	2.6%
						Totals	4.7%	-11.9%	16.6%
75.9% of stocks beat the S&P 500 Benchmark						Closed	-29.7%	-36.9%	7.2%
S&P C			89.02			Open	18.4%	-2.0%	20.4%

Mechanical Portfolio top 100/50 (up 15.5% over bench mark and 0.6% total)

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
MFLO	1/26/08	12.42	22.01	-	133.04	1.31	77.2%	-0.4%	77.6%
AIRV	2/2/08	5.22	5.09	-	139.58	2.72	-2.5%	-38.7%	36.2%
CDNS	2/2/08	10.61	3.78	-	139.58	2.72	-64.4%	-38.7%	-25.7%
GHM	2/2/08	17.01	9.96	0.08	139.58	2.72	-41.0%	-38.7%	-2.3%
LIVE	2/2/08	5.25	1.50	-	139.58	2.72	-71.4%	-38.7%	-32.7%
VSEC	2/2/08	28.07	28.76	0.09	139.58	2.72	2.8%	-38.7%	41.5%
CJR	2/13/08	21.81	11.10	0.48	136.37	2.72	-46.9%	-37.3%	-9.6%
FORM	2/13/08	20.09	16.06	-	136.37	2.72	-20.1%	-37.3%	17.3%
MMS	2/13/08	37.32	37.59	0.42	136.37	2.72	1.8%	-37.3%	39.2%
KLAC	2/16/08	40.75	19.70	0.60	135.14	2.72	-50.2%	-36.7%	-13.8%
NVTL	2/16/08	13.35	6.34	-	135.14	2.72	-52.5%	-36.7%	-15.8%
GSB	2/23/08	3.53	0.56	-	135.62	2.72	-84.1%	-40.9%	-43.2%
TPX	2/23/08	16.67	6.46	0.24	135.62	2.72	-59.8%	-40.9%	-18.9%
VSEA	2/23/08	32.87	18.90	-	135.62	2.72	-42.5%	-40.9%	-1.6%
BOLT	3/1/08	17.39	6.43	-	133.82	2.72	-63.0%	-42.7%	-20.3%
CHRD	3/1/08	5.78	2.14	-	133.82	2.72	-63.0%	-42.7%	-20.3%
MRX	3/1/08	20.47	11.28	0.12	133.82	2.72	-44.3%	-42.7%	-1.6%
ELOS	3/1/08	16.19	5.22	-	133.82	2.72	-67.8%	-42.7%	-25.0%
AMSWA	3/12/08	5.76	3.17	0.36	131.36	2.08	-38.7%	-46.0%	7.2%
CRDN	3/12/08	29.28	14.87	-	131.36	2.08	-49.2%	-46.0%	-3.3%
CROX	3/12/08	20.59	1.19	-	131.36	2.08	-94.2%	-46.0%	-48.3%
DEPO	3/12/08	2.97	2.12	-	131.36	2.08	-28.6%	-46.0%	17.3%
EME	3/12/08	22.24	14.31	-	131.36	2.08	-35.7%	-46.0%	10.3%
ELNK	3/12/08	7.34	6.13	-	131.36	2.08	-16.5%	-46.0%	29.5%
IGC	3/12/08	3.70	0.44	-	131.36	2.08	-88.1%	-46.0%	-42.2%
OMPI	3/12/08	9.55	4.05	-	131.36	2.08	-57.6%	-46.0%	-11.6%
SNVNF.PK	3/12/08	1.18	0.52	-	131.36	2.08	-56.3%	-46.0%	-10.3%
TBI	3/12/08	12.42	6.17	-	131.36	2.08	-50.3%	-46.0%	-4.4%
ALLI	3/22/08	4.08	4.43	-	132.08	2.08	8.6%	-36.4%	45.0%
FIX	3/22/08	12.93	10.52	0.14	132.08	2.08	-17.6%	-36.4%	18.8%
DWCH	3/22/08	3.18	1.18	-	132.08	2.08	-62.9%	-36.4%	-26.5%
TRA	3/22/08	35.85	28.25	0.40	132.08	2.08	-20.1%	-36.4%	16.3%
NTRI	4/6/08	14.91	14.25	0.70	136.89	2.08	0.3%	-34.9%	35.1%
BID	4/6/08	26.57	10.00	0.60	136.89	2.08	-60.1%	-34.9%	-25.2%
FDRY	4/11/08	11.57	16.66	-	133.38	2.08	44.0%	-33.2%	77.1%
MWW	4/11/08	22.23	11.89	-	133.38	2.08	-46.5%	-33.2%	-13.4%
CHE	4/19/08	40.84	41.47	0.18	138.48	2.08	2.0%	-35.6%	37.6%
SLP	4/19/08	1.71	1.19	-	138.48	2.08	-30.4%	-35.6%	5.2%
LQDT	4/26/08	8.43	8.94	-	139.60	2.64	6.0%	-36.0%	42.1%
NHWK	4/26/08	7.28	2.99	-	139.60	2.64	-58.9%	-36.0%	-22.9%
QCOR	5/2/08	4.38	4.49	-	141.51	2.64	2.5%	-36.0%	38.5%
WINS	5/2/08	4.86	6.24	-	141.51	2.08	28.4%	-34.7%	63.1%
SILC	5/2/08	8.80	6.73	-	141.51	2.64	-23.5%	-36.0%	12.5%
SYX	5/2/08	16.50	16.93	-	141.51	2.64	2.6%	-36.0%	38.6%
ASF	5/9/08	27.44	22.67	0.39	138.90	2.64	-16.0%	-34.0%	18.0%
SWIR	5/9/08	17.73	6.08	-	138.90	2.64	-65.7%	-34.0%	-31.7%
SNCR	5/9/08	12.79	11.31	-	138.90	2.64	-11.6%	-34.0%	22.4%
BR	5/16/08	21.68	17.39	0.19	142.66	2.64	-18.9%	-35.8%	16.8%
PROJ	5/16/08	9.00	4.08	-	142.66	2.64	-54.7%	-35.8%	-18.9%
MD	5/16/08	55.75	41.67	-	142.66	2.64	-25.3%	-35.8%	10.5%
NSR	5/25/08	22.27	19.59	-	137.64	2.64	-12.0%	-33.4%	21.4%
SPSS	5/28/08	38.89	32.79	-	139.30	2.64	-15.7%	-34.2%	18.5%
CSKI	5/31/08	13.30	13.51	-	140.35	2.64	1.6%	-34.7%	36.3%
SIGM	5/31/08	18.50	15.93	-	140.35	2.64	-13.9%	-34.7%	20.8%
ZINC	6/6/08	12.78	6.53	-	136.29	2.64	-48.9%	-32.7%	-16.2%
DYII	6/15/08	7.00	3.36	-	136.15	2.64	-52.0%	-32.7%	-19.3%
ESIC	6/21/08	3.44	1.90	-	131.58	2.64	-44.8%	-30.3%	-14.4%
NCMI	6/21/08	12.59	11.47	0.32	131.58	2.64	-6.4%	-30.3%	24.0%
BIDZ	6/28/08	8.85	3.32	-	127.53	2.64	-62.5%	-28.1%	-34.4%
RMCF	6/28/08	9.63	8.14	0.20	127.53	2.64	-13.4%	-28.1%	14.7%
APKT	7/5/08	4.62	7.90	-	126.31	1.97	71.0%	-28.0%	99.0%
HANS	7/5/08	25.25	39.31	-	126.31	1.97	55.7%	-28.0%	83.6%
MTW	7/5/08	27.58	6.05	0.08	126.31	1.97	-77.8%	-28.0%	-49.8%
NVDA	7/5/08	12.49	9.82	-	126.31	1.97	-21.4%	-28.0%	6.6%
BA	7/12/08	63.28	42.94	1.22	123.84	1.97	-30.2%	-26.5%	-3.7%
CHH	7/12/08	23.24	25.93	0.37	123.84	1.97	13.2%	-26.5%	39.7%
MSFT	7/20/08	25.86	19.75	0.26	125.98	1.97	-22.6%	-27.8%	5.2%
VCLK	7/20/08	10.20	10.03	-	125.98	1.97	-1.7%	-27.8%	26.1%
SHFK.PK	7/26/08	27.50	14.25	-	125.48	1.97	-48.2%	-27.5%	-20.7%
IBAS	7/26/08	3.90	1.15	-	125.48	1.97	-70.5%	-27.5%	-43.0%
CF	8/8/08	134.65	80.76	0.20	129.37	1.97	-39.9%	-29.7%	-10.2%
ANF	8/8/08	50.38	26.48	0.35	129.37	1.97	-46.7%	-29.7%	-17.1%
AYSI.OB	8/8/08	1.77	0.23	-	129.37	1.97	-87.0%	-29.7%	-57.3%
DEIX	8/8/08	1.70	0.16	-	129.37	1.97	-90.6%	-29.7%	-60.9%
PRFT	8/8/08	7.36	6.56	-	129.37	1.97	-10.9%	-29.7%	18.8%
TEX	8/8/08	47.22	14.94	-	129.37	1.97	-68.4%	-29.7%	-38.7%
DBTK	8/8/08	11.20	8.68	-	129.37	1.97	-22.5%	-29.7%	7.2%
GRMN	8/8/08	37.09	19.74	0.38	129.37	1.97	-45.8%	-29.7%	-16.1%
KHD	8/8/08	25.26	8.03	-	129.37	1.97	-68.2%	-29.7%	-38.5%
LOOP	8/8/08	10.50	8.00	-	129.37	1.97	-23.8%	-29.7%	5.9%
LO	8/8/08	68.41	67.77	1.84	129.37	1.97	1.8%	-29.7%	31.4%
MPAA	8/8/08	6.60	4.65	-	129.37	1.97	-29.5%	-29.7%	0.1%
STX	8/8/08	15.00	8.44	0.12	129.37	1.97	-42.9%	-29.7%	-13.3%
BARE	8/26/08	12.81	8.40	-	127.39	1.97	-34.4%	-28.6%	-5.9%
EGN	8/26/08	53.56	36.53	0.25	127.39	1.97	-31.3%	-28.6%	-2.8%
PRM	8/26/08	3.02	2.30	0.07	127.39	1.97	-21.5%	-28.6%	7.1%
LOV	8/26/08	4.26	2.25	-	127.39	1.97	-47.2%	-28.6%	-18.6%
SCMP	9/2/08	9.50	5.21	-	128.79	1.97	-45.2%	-29.4%	-15.8%
EGMI.OB	9/6/08	0.69	0.87	-	124.42	1.97	25.4%	-26.9%	52.2%
MLNX	9/6/08	10.61	11.67	-	124.42	1.97	10.0%	-26.9%	36.9%
WFR	9/15/08	34.34	17.06	-	126.09	1.97	-50.3%	-27.8%	-22.5%
KBR	9/15/08	19.17	16.71	0.05	126.09	1.97	-12.6%	-27.8%	15.3%
DELL	9/22/08	16.63	10.85	-	124.12	1.97	-34.8%	-26.7%	-8.1%
NGA	9/22/08	6.50	5.73	-	124.12	1.97	-11.8%	-26.7%	14.8%
TTWO	9/22/08	16.57	9.00	-	124.12	1.97	-45.7%	-26.7%	-19.0%
FWLT	10/6/08	31.91	24.01	-	110.34	1.28	-24.8%	-18.2%	-6.6%
MOS	10/6/08	40.88	55.36	0.05	110.34	1.28	35.5%	-18.2%	53.7%
WRLS	10/6/08	1.82	2.10	-	110.34	1.28	15.4%	-18.2%	33.5%
TSCM	10/6/08	5.09	1.90	0.03	110.34	1.28	-62.2%	-18.2%	-44.0%
CTCM	10/10/08	9.02	9.62	-	88.50	1.28	6.7%	2.0%	4.6%
DAR	10/10/08	7.55	7.11	-	88.50	1.28	-5.8%	2.0%	-7.9%
NOV	10/10/08	23.42	35.35	-	88.50	1.28	50.9%	2.0%	48.9%
PRGX	10/10/08	4.69	2.80	-	88.50	1.28	-40.3%	2.0%	-42.3%
PCP	10/10/08	54.15	78.94	0.04	88.50	1.28	45.9%	2.0%	43.8%
ALDN	10/10/08	9.64	11.49	-	88.50	1.28	19.2%	2.0%	17.2%
GPX	10/17/08	5.03	5.26	-	93.21	1.28	4.6%	-3.1%	7.7%
BKE	10/31/08	26.34	34.43	0.20	96.83	1.28	31.5%	-6.7%	38.2%
CYNO	10/31/08	8.76	6.72	-	96.83	1.28	-23.3%	-6.7%	-16.5%
DHX	10/31/08	4.06	4.23	-	96.83	1.28	4.2%	-6.7%	10.9%
GES	10/31/08	21.77	23.10	0.10	96.83	1.28	6.6%	-6.7%	13.3%
HWAY	10/31/08	10.10	11.71	-	96.83	1.28	15.9%	-6.7%	22.7%
WBC	10/31/08	18.37	16.24	0.07	96.83	1.28	-11.2%	-6.7%	-4.5%
GTLS	11/7/08	11.62	19.14	-	93.86	1.28	64.7%	-3.8%	68.5%
CDII	11/7/08	2.77	1.31	-	93.86	1.28	-52.7%	-3.8%	-48.9%
IPHS	11/7/08	19.97	15.47	0.17	93.86	1.28	-21.7%	-3.8%	-17.9%
MSPD	11/7/08	1.31	1.84	-	93.86	1.28	40.5%	-3.8%	44.3%
QLGC	11/7/08	11.49	13.65	-	93.86	1.28	18.8%	-3.8%	22.6%
SCHN	11/7/08	27.07	51.21	-	93.86	1.28	89.2%	-3.8%	93.0%
SVR	11/7/08	8.92	14.13	-	93.86	1.28	58.4%	-3.8%	62.2%
TDC	11/7/08	14.48	21.07	-	93.86	1.28	45.5%	-3.8%	49.3%
EBAY	10/31/08	14.19	17.36	-	96.83	1.28	22.3%	-6.7%	29.1%
TKTM	11/14/08	5.87	7.30	-	86.62	1.28	24.4%	4.2%	20.1%
ERES	11/14/08	4.65	5.51	-	86.62	1.28	18.5%	4.2%	14.2%
FEED	11/14/08	1.76	5.15	-	86.62	1.28	192.6%	4.2%	188.4%
HCKT	11/14/08	2.57	2.02	-	86.62	1.28	-21.4%	4.2%	-25.6%
FLR	11/14/08	35.73	43.61	0.13	86.62	1.28	22.4%	4.2%	18.2%
GTI	11/14/08	4.79	9.15	-	86.62	1.28	91.0%	4.2%	86.8%
INTX	11/14/08	4.10	3.12	-	86.62	1.28	-23.9%	4.2%	-28.1%
MSO	11/14/08	3.91	3.14	-	86.62	1.28	-19.7%	4.2%	-23.9%
JCG	11/14/08	11.22	19.72	-	86.62	1.28	75.8%	4.2%	71.5%
MDR	11/14/08	7.80	19.72	-	86.62	1.28	152.8%	4.2%	148.6%
ABAT	11/21/08	1.34	3.60	-	79.52	1.28	168.7%	13.6%	155.1%
ADSK	11/21/08	14.37	20.70	-	79.52	1.28	44.1%	13.6%	30.5%
GIGM	11/21/08	3.79	5.95	-	79.52	1.28	57.0%	13.6%	43.4%
OPTV	11/21/08	0.94	1.59	-	79.52	1.28	69.1%	13.6%	55.6%
PRO	11/21/08	4.14	6.98	-	79.52	1.28	68.6%	13.6%	55.0%
WTSLA	11/21/08	2.20	3.52	-	79.52	1.28	60.0%	13.6%	46.4%
AIRT	11/28/08	6.08	8.30	-	90.09	1.28	36.5%	0.2%	36.3%
BSQR	11/28/08	2.48	1.86	-	90.09	1.28	-25.0%	0.2%	-25.2%
CKSW	11/28/08	2.20	4.08	-	90.09	1.28	85.5%	0.2%	85.2%
IILG	11/28/08	5.30	9.19	-	90.09	1.28	73.4%	0.2%	73.2%
PBSO.PK	11/28/08	0.39	0.40	-	90.09	1.28	2.6%	0.2%	2.3%
DIVX	12/8/08	4.37	4.94	-	87.93	1.28	13.0%	2.7%	10.3%
GSIT	12/8/08	2.94	3.49	-	87.93	1.28	18.7%	2.7%	16.0%
HGRD	12/8/08	1.35	3.41	-	87.93	1.28	152.6%	2.7%	149.9%
ISIL	12/8/08	7.92	11.94	0.12	87.93	1.28	52.3%	2.7%	49.6%
MAXY	12/8/08	5.80	5.95	-	87.93	1.28	2.6%	2.7%	-0.1%
PVSW	12/8/08	3.80	5.64	-	87.93	1.28	48.4%	2.7%	45.7%
DDMX	12/14/08	11.13	15.50	-	88.99	1.28	39.3%	1.5%	37.8%
PSOF	12/14/08	2.74	5.20	-	88.99	1.28	89.8%	1.5%	88.3%
ITWO	12/29/08	5.61	11.67	-	87.16	0.56	108.0%	2.8%	105.2%
JOYG	12/29/08	21.95	29.23	-	87.16	0.56	33.2%	2.8%	30.4%
TRMS	12/29/08	1.03	2.19	-	87.16	0.56	112.6%	2.8%	109.8%
CTGX	1/5/09	3.18	4.55	-	92.96	0.56	43.1%	-3.6%	46.7%
PMD	1/5/09	6.44	6.42	-	92.96	0.56	-0.3%	-3.6%	3.3%
HPY	1/26/09	8.54	7.52	-	83.11	0.56	-11.9%	7.8%	-19.7%
HLIT	1/31/09	5.15	5.19	-	82.83	0.56	0.8%	8.1%	-7.4%
HGT	1/31/09	13.06	12.80	-	82.83	0.56	-2.0%	8.1%	-10.1%
CNU	2/9/09	1.96	2.16	-	86.98	0.56	9.9%	3.0%	7.0%
SJT	2/9/09	19.05	16.61	-	86.98	0.56	-12.8%	3.0%	-15.8%
SGU	2/9/09	2.55	3.49	-	86.98	0.56	36.9%	3.0%	33.9%
TC	2/9/09	4.33	8.64	-	86.98	0.56	99.5%	3.0%	96.5%
BITI	2/16/09	3.72	4.00	-	82.76	0.56	7.5%	8.2%	-0.7%
FORR	2/16/09	17.56	23.05	-	82.76	0.56	31.3%	8.2%	23.0%
ZYXI.OB	2/16/09	1.20	1.06	-	82.76	0.56	-11.7%	8.2%	-19.9%
FRD	2/23/09	4.95	5.29	-	77.42	0.56	6.9%	15.7%	-8.8%
SOLR	2/23/09	4.22	6.25	-	77.42	0.56	48.1%	15.7%	32.4%
MTXX	2/23/09	17.90	17.48	-	77.42	0.56	-2.3%	15.7%	-18.1%
TYPE	2/23/09	3.02	5.17	-	77.42	0.56	71.2%	15.7%	55.5%
PTIE	2/23/09	5.41	4.36	-	77.42	0.56	-19.4%	15.7%	-35.1%
PDO	2/23/09	3.19	5.62	-	77.42	0.56	76.2%	15.7%	60.5%
SAPE	2/23/09	3.38	4.99	-	77.42	0.56	47.6%	15.7%	31.9%
VDSI	2/23/09	5.25	7.02	-	77.42	0.56	33.7%	15.7%	18.0%
IGTE	2/23/09	2.99	4.71	-	77.42	0.56	57.5%	15.7%	41.8%
DECK	3/2/09	41.27	50.21	-	73.93	0.56	21.7%	21.2%	0.5%
KTII	3/2/09	55.48	71.22	-	73.93	0.56	28.4%	21.2%	7.2%
INT	3/2/09	29.01	41.11	-	73.93	0.56	41.7%	21.2%	20.5%
ICAD	3/2/09	0.90	1.28	-	77.42	0.56	42.2%	15.7%	26.5%
EXBD	3/9/09	12.96	17.07	-	68.92	0.56	31.7%	30.0%	1.7%
DISH	3/9/09	9.27	16.82	-	68.92	0.56	81.4%	30.0%	51.5%
QLTI	3/9/09	1.41	2.34	-	68.92	0.56	66.0%	30.0%	36.0%
SRDX	3/9/09	16.87	19.60	-	68.92	0.56	16.2%	30.0%	-13.8%
INFI	4/20/09	5.83	6.45	-	87.08	-	10.6%	2.2%	8.4%
CRAY	5/3/09	3.98	4.10	-	87.89	-	3.0%	1.3%	1.7%
TWX	5/3/09	22.84	22.86	-	87.89	-	0.1%	1.3%	-1.2%
RST	5/3/09	29.83	24.23	-	87.89	-	-18.8%	1.3%	-20.1%
ULCM.PK	5/3/09	2.18	2.10	-	87.89	-	-3.7%	1.3%	-5.0%
AAV	5/18/09	3.41	4.00	-	88.71	-	17.3%	0.3%	17.0%
						Totals	0.6%	-14.9%	15.5%
54.5% of stocks beat the S&P 500 Benchmark						Closed	-36.1%	-38.9%	2.9%
S&P C			89.02			Open	10.5%	-8.5%	18.9%