These are my personal trading returns as of month-end May 2008.

Current Month Return: 2.0%
Year To Date Return: 3.2%
3 Month Return: 2.7%
6 Month Return: 2.1%
12 Month Return: 11.8%
24 Month Return: 21.8%
24 Month Annualized Return: 10.4%
36 Month Return: 65.8%
36 Month Annualized Return: 18.4%
Since Inception Return: 57.1%
Since Inception, Annualized Return: 15.3%

These are my current personal positions, along with portfolio weight, as of Friday, May 30, 2008.

BJ’s Wholesale Club Inc (BJ): 10.3%
Celestica, Inc. (CLS): 10.0%
Chiquita Brands International, Inc. (CQB): 10.4%
Companhia Brasileira De Distribuicao (CBD): 10.2%
IPC The Hospitalist Company, Inc. (IPCM): 10.5%
Laclede Group Inc (LG): 10.1%
Owens and Minor Inc (OMI): 10.4%
SIAC Inc (SAI): 10.4%
Stepan Co. (SCL): 10.5%
Unifi Inc (UFI): 10.5%

I’m holding NO cash, I am approximately 103.3% long.