My Portfolio

Below are my ten largest holdings ranked by position as of 6/17/05. Positions may change

Long
1. Tyco International (TYC)
2. Citigroup (C)
3. Altria (MO)
4. Lennar (LEN)
5. Cerner (CERN)
6. Chesapeake Energy (CHK)
7. Coca Cola (KO)
8. Sears Holdings (SHLD)
9. Halliburton (HAL)
10. Maxim Integrated Products (MXIM)

Short
None