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Here’s a list of my positions, from largest notional to smallest…

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Cypress Google Nuance Corning Apple Visteon DBA Ciena Celestica Adtran Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation

Cody Willard

24 Jun 2011

Here’s a list of my positions, from largest notional to smallest:

Longs –

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

Shorts –

Lender Processing Services
SLV
GLD
Cablevision
XLF
Live Nation

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