Heading into vacation, here are my current holdings, all are long, no shorts at the moment.

Asbury Automotive
Ace
American Eagle
Baxter International
Dorel Industries
Ennis
Entercom Communications
Hartmarx
Huaneng Power
Ingles Markets
Mastercard
NewMarket
Oxford Industries
Southern Copper
SEI Investments
Ultrapar Participacoes
WD-40 Companies