On Vacation - Short Update

On vacation, so this will be quick. Had a bunch of new stocks added over weekend to Mechanical portfolio: ITWO, RGR, AGX, BBND, and LHCG. Here is top 30 after today. Open stocks up 47% and overall beating benchmarks by whopping 22%.

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
BARE	8/26/08	12.81	9.53	-	127.39	2.49	-25.6%	-18.8%	-6.8%
EGN	8/26/08	53.56	43.18	0.25	127.39	2.49	-18.9%	-18.8%	-0.2%
PRM	8/26/08	3.02	2.42	0.07	127.39	2.49	-17.5%	-18.8%	1.2%
LOV	8/26/08	4.26	2.70	-	127.39	2.49	-36.6%	-18.8%	-17.8%
SCMP	8/31/08	9.50	7.16	-	128.79	2.49	-24.6%	-19.7%	-5.0%
EGMI.OB	9/6/08	0.69	1.63	-	124.42	2.49	136.2%	-16.8%	153.1%
MLNX	9/6/08	10.61	13.91	-	124.42	2.49	31.1%	-16.8%	47.9%
WFR	9/13/08	34.34	17.34	-	126.09	2.49	-49.5%	-17.9%	-31.6%
KBR	9/13/08	19.17	23.00	0.05	126.09	2.49	20.2%	-17.9%	38.2%
DELL	9/20/08	16.63	13.59	-	124.12	2.49	-18.3%	-16.6%	-1.6%
NGA	9/20/08	6.50	5.32	-	124.12	2.49	-18.2%	-16.6%	-1.5%
TTWO	9/20/08	16.57	9.79	-	124.12	2.49	-40.9%	-16.6%	-24.3%
FWLT	10/5/08	31.91	29.99	-	110.34	1.80	-6.0%	-6.8%	0.8%
MOS	10/5/08	40.88	52.90	0.05	110.34	1.80	29.5%	-6.8%	36.4%
WRLS	10/5/08	1.82	2.62	-	110.34	1.80	44.0%	-6.8%	50.8%
TSCM	10/5/08	5.09	2.30	0.03	110.34	1.80	-54.3%	-6.8%	-47.5%
CTCM	10/10/08	9.02	14.39	-	88.50	1.80	59.5%	16.1%	43.4%
DAR	10/10/08	7.55	7.21	-	88.50	1.80	-4.5%	16.1%	-20.6%
NOV	10/10/08	23.42	37.10	-	88.50	1.80	58.4%	16.1%	42.3%
PRGX	10/10/08	4.69	5.09	-	88.50	1.80	8.5%	16.1%	-7.6%
PCP	10/10/08	54.15	83.19	0.04	88.50	1.80	53.7%	16.1%	37.6%
ALDN	10/10/08	9.64	11.49	-	88.50	1.80	19.2%	16.1%	3.0%
GPX	10/17/08	5.03	6.79	-	93.21	1.80	35.0%	10.3%	24.7%
BKE	11/1/08	26.34	26.87	0.20	96.83	1.80	2.8%	6.2%	-3.4%
CYNO	11/1/08	8.76	10.11	-	96.83	1.80	15.4%	6.2%	9.3%
DHX	11/1/08	4.06	5.14	-	96.83	1.80	26.6%	6.2%	20.4%
GES	11/1/08	21.77	28.98	0.10	96.83	1.80	33.6%	6.2%	27.4%
HWAY	11/1/08	10.10	13.89	-	96.83	1.80	37.5%	6.2%	31.4%
WBC	11/1/08	18.37	19.40	0.07	96.83	1.80	6.0%	6.2%	-0.2%
GTLS	11/7/08	11.62	21.29	-	93.86	1.80	83.2%	9.5%	73.7%
CDII	11/7/08	2.77	1.87	-	93.86	1.80	-32.5%	9.5%	-42.0%
IPHS	11/7/08	19.97	18.05	0.17	93.86	1.80	-8.8%	9.5%	-18.3%
MSPD	11/7/08	1.31	2.74	-	93.86	1.80	109.2%	9.5%	99.6%
QLGC	11/7/08	11.49	13.37	-	93.86	1.80	16.4%	9.5%	6.9%
SCHN	11/7/08	27.07	52.61	-	93.86	1.80	94.3%	9.5%	84.8%
SVR	11/7/08	8.92	14.84	-	93.86	1.80	66.4%	9.5%	56.9%
TDC	11/7/08	14.48	26.58	-	93.86	1.80	83.6%	9.5%	74.1%
EBAY	11/7/08	14.19	22.49	-	96.83	1.80	58.5%	6.2%	52.3%
TKTM	11/15/08	5.87	9.13	-	86.62	1.80	55.5%	18.7%	36.9%
ERES	11/15/08	4.65	5.84	-	86.62	1.80	25.6%	18.7%	6.9%
FEED	11/15/08	1.76	5.93	-	86.62	1.80	236.9%	18.7%	218.3%
HCKT	11/15/08	2.57	3.18	-	86.62	1.80	23.7%	18.7%	5.1%
FLR	11/15/08	35.73	57.49	0.13	86.62	1.80	61.3%	18.7%	42.6%
GTI	11/15/08	4.79	15.10	-	86.62	1.80	215.2%	18.7%	196.6%
INTX	11/15/08	4.10	5.32	-	86.62	1.80	29.8%	18.7%	11.1%
MSO	11/15/08	3.91	3.93	-	86.62	1.80	0.5%	18.7%	-18.2%
JCG	11/15/08	11.22	30.82	-	86.62	1.80	174.7%	18.7%	156.0%
MDR	11/15/08	7.80	21.32	-	86.62	1.80	173.3%	18.7%	154.7%
ABAT	11/22/08	1.34	4.83	-	79.52	1.80	260.4%	29.3%	231.2%
ADSK	11/22/08	14.37	23.87	-	79.52	1.80	66.1%	29.3%	36.9%
GIGM	11/22/08	3.79	4.94	-	79.52	1.80	30.3%	29.3%	1.1%
OPTV	11/22/08	0.94	1.37	-	79.52	1.80	45.7%	29.3%	16.5%
PRO	11/22/08	4.14	7.60	-	79.52	1.80	83.6%	29.3%	54.3%
WTSLA	11/22/08	2.20	3.35	-	79.52	1.80	52.3%	29.3%	23.0%
AIRT	11/29/08	6.08	9.00	-	90.09	1.80	48.0%	14.1%	33.9%
BSQR	11/29/08	2.48	2.51	-	90.09	1.80	1.2%	14.1%	-12.9%
CKSW	11/29/08	2.20	8.00	-	90.09	1.80	263.6%	14.1%	249.5%
IILG	11/29/08	5.30	11.19	-	90.09	1.80	111.1%	14.1%	97.0%
PBSO.PK	11/29/08	0.39	0.33	-	90.09	1.80	-15.4%	14.1%	-29.5%
DIVX	12/8/08	4.37	5.24	-	87.93	1.80	19.9%	16.9%	3.0%
GSIT	12/8/08	2.94	3.61	-	87.93	1.80	22.8%	16.9%	5.9%
HGRD	12/8/08	1.35	4.64	-	87.93	1.80	243.7%	16.9%	226.8%
ISIL	12/8/08	7.92	13.70	0.12	87.93	1.80	74.5%	16.9%	57.6%
MAXY	12/8/08	5.80	7.46	-	87.93	1.80	28.6%	13.6%	15.1%
PVSW	12/8/08	3.80	5.30	-	87.93	1.80	39.5%	13.6%	25.9%
DDMX	12/13/08	11.13	16.82	-	88.99	1.80	51.1%	15.5%	35.6%
PSOF	12/13/08	2.74	5.20	-	88.99	1.80	89.8%	15.5%	74.3%
ITWO	12/27/08	5.61	14.92	-	87.16	1.08	166.0%	17.1%	148.8%
JOYG	12/27/08	21.95	42.51	-	87.16	1.08	93.7%	17.1%	76.6%
TRMS	12/27/08	1.03	2.37	-	87.16	1.08	130.1%	17.1%	113.0%
CTGX	1/3/09	3.18	6.57	-	92.96	1.08	106.6%	9.8%	96.8%
PMD	1/3/09	6.44	6.41	-	92.96	1.08	-0.5%	9.8%	-10.3%
HPY	1/24/09	8.54	10.94	-	83.11	1.08	28.1%	22.8%	5.3%
HLIT	1/31/09	5.15	6.59	-	82.83	1.08	28.0%	23.2%	4.7%
HGT	1/31/09	13.06	14.59	-	82.83	1.08	11.7%	23.2%	-11.5%
CNU	2/8/09	1.96	2.63	-	86.98	1.08	34.2%	17.3%	16.8%
SJT	2/8/09	19.05	14.00	-	86.98	1.08	-26.5%	17.3%	-43.9%
SGU	2/8/09	2.55	3.46	0.07	86.98	1.08	38.4%	17.3%	21.0%
TC	2/8/09	4.33	14.39	-	86.98	1.08	232.3%	17.3%	215.0%
bioc	2/14/09	3.72	3.74	-	82.76	1.08	0.5%	23.3%	-22.8%
FORR	2/14/09	17.56	22.44	-	82.76	1.08	27.8%	23.3%	4.5%
ZYXI.OB	2/14/09	1.20	1.05	-	82.76	1.08	-12.5%	23.3%	-35.8%
FRD	2/21/09	4.95	6.39	-	77.42	1.08	29.1%	31.8%	-2.7%
SOLR	2/21/09	4.22	6.50	-	77.42	1.08	54.0%	31.8%	22.2%
MTXX	2/21/09	17.90	5.82	-	77.42	1.08	-67.5%	31.8%	-99.3%
TYPE	2/21/09	3.02	6.90	-	77.42	1.08	128.5%	31.8%	96.6%
PTIE	2/21/09	5.41	4.57	-	77.42	1.08	-15.5%	31.8%	-47.4%
PDO	2/21/09	3.19	4.95	-	77.42	1.08	55.2%	31.8%	23.3%
SAPE	2/21/09	3.38	7.00	-	77.42	1.08	107.1%	31.8%	75.3%
VDSI	2/21/09	5.25	7.93	-	77.42	1.08	51.0%	31.8%	19.2%
IGTE	2/21/09	2.99	7.42	-	77.42	1.08	148.2%	31.8%	116.3%
DECK	2/28/09	41.27	68.79	-	73.93	1.08	66.7%	38.1%	28.6%
KTII	2/28/09	55.48	90.26	-	73.93	1.08	62.7%	38.1%	24.6%
INT	2/28/09	29.01	46.32	-	73.93	1.08	59.7%	38.1%	21.6%
ICAD	2/28/09	0.90	1.55	-	77.42	1.08	72.2%	31.8%	40.4%
EXBD	3/6/09	12.96	24.13	-	68.92	1.08	86.2%	48.1%	38.1%
DISH	3/6/09	9.27	19.30	-	68.92	1.08	108.2%	48.1%	60.1%
QLTI	3/6/09	1.41	3.95	-	68.92	1.08	180.1%	48.1%	132.0%
SRDX	3/6/09	16.87	22.15	-	68.92	1.08	31.3%	48.1%	-16.8%
INFI	4/16/09	5.83	6.98	-	87.08	0.52	19.7%	16.6%	3.2%
CRAY	5/1/09	3.98	8.31	-	87.89	0.52	108.8%	15.5%	93.3%
TWX	5/1/09	22.84	28.25	-	87.89	0.52	23.7%	15.5%	8.2%
RST	5/1/09	29.83	29.82	-	87.89	0.52	0.0%	15.5%	-15.5%
ULCM.PK	5/1/09	2.18	2.00	-	87.89	0.52	-8.3%	15.5%	-23.8%
AAV	5/15/09	3.41	5.04	-	88.71	0.52	47.8%	14.4%	33.4%
AMED	5/29/09	30.43	44.67	-	92.53	0.52	46.8%	9.7%	37.1%
UTA	5/29/09	7.90	15.22	-	92.53	0.52	92.7%	9.7%	83.0%
PFE	6/5/09	14.51	15.91	-	94.55	0.52	9.6%	7.4%	2.3%
VM	6/5/09	4.55	4.72	-	94.55	0.52	3.7%	7.4%	-3.6%
ONTY	6/11/09	2.60	5.89	-	95.08	0.52	126.5%	6.8%	119.8%
BPI	6/19/09	16.74	19.34	-	92.04	-	15.5%	9.7%	5.8%
GME	6/19/09	22.95	24.16	-	92.04	-	5.3%	9.7%	-4.5%
SGR	7/10/09	23.69	31.20	-	87.96	-	31.7%	14.8%	16.9%
RTN	7/24/09	45.39	47.11	-	98.06	-	3.8%	3.0%	0.8%
CBZ	7/31/09	6.54	6.56	-	98.81	-	0.3%	2.2%	-1.9%
CBI	7/31/09	13.95	15.00	-	98.81	-	7.5%	2.2%	5.3%
DRC	7/31/09	29.11	30.98	-	98.81	-	6.4%	2.2%	4.2%
JEC	7/31/09	40.98	43.62	-	98.81	-	6.4%	2.2%	4.2%
NPSP	7/31/09	3.89	4.19	-	98.81	-	7.7%	2.2%	5.5%
ASGN	7/31/09	4.23	4.03	-	98.81	-	-4.7%	2.2%	-6.9%
AGX	8/7/09	12.35	13.48	-	98.81	-	9.1%	2.2%	6.9%
BBND	8/7/09	4.00	3.96	-	98.81	-	-1.0%	2.2%	-3.2%
LHCG	8/7/09	24.55	24.58	-	98.81	-	0.1%	2.2%	-2.1%
RGR	8/7/09	11.45	11.58	-	98.81	-	1.1%	2.2%	-1.1%
						Totals	16.8%	-5.2%	22.0%
56.6% of stocks beat the S&P 500 Benchmark						Closed	-28.8%	-32.6%	3.9%
S&P C			100.99			Open	47.3%	13.2%	34.0%