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

Cody Willard

20 May 2011

Here’s a list of my positions, in approximate order from largest to smallest, though the variations between relative sizes are decreasing as time wears on and I get these longer positions built up. We’ll have some shorter-term and newer name trades in coming weeks to complement these longer-term positions.

Longs –

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

Shorts –

I’ve got some important errands to run as I start getting permits for electricity, wells, and so on for the land I’ve started buying/investing in down here in New Mexico, so I’ll probably be out the rest of the afternoon. Thanks for reading and I’ll see you all Monday.

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