Updated Portfolio 6/30/05

Here is an updated list of my top holdings as of 6/30/05. Always subject to change.

LONG
1. St. Jude Medical (STJ)
2. Tyco International (TYC)
3. Google (GOOG)
4. Lennar Corporation (LEN)
5. Altria (MO)
6. Citigroup (C)
7. Cerner (CERN)
8. Chesapeake Energy (CHK)
9. Coca-Cola (KO)
10. Sears Holdings (SHLD)
11. Halliburton (HAL)

SHORT
None