Here’s a list of my positions, in approx…

Here’s a list of my positions, in approximate order from largest notional size, to smallest: Longs – Corning Nuance Riverbed Cisco Cypress Celestica Ciena Microsoft Apple Google Adtran DBA Visteon Nokia Shorts – GLD SLV LPS LYV XLF CVC

Here’s a list of my positions, in approximate order from largest notional size, to smallest:

Longs –

  • Corning
  • Nuance
  • Riverbed
  • Cisco
  • Cypress
  • Celestica
  • Ciena
  • Microsoft
  • Apple
  • Google
  • Adtran
  • DBA
  • Visteon
  • Nokia

Shorts –

  • GLD
  • SLV
  • LPS
  • LYV
  • XLF
  • CVC