Friday, July 24, 2009


Laying low today, after unloading nearly everything yesterday. Will research over the weekend and decide how to proceed. Only BIDU and NTAP long here at moment.

Total Position: 100% net-long, 12.9% invested

Currently Long (according to size): BIDU (7.2%), NTAP (5.7%)

Currently Short (according to size):
no current position

Futures Accounts: no current position

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