Porfolio

TECH-- AKAM 9% JAVA 4% CSCO 3% CX 3% VMW 2.5% EBAY 2.5%

OIL-- DO 7.5%

BIOTECH-- SQNM 5.5% AMLN 2%

MINERALS/METALS -- CLF 3.5% X 8.5%

FINNIES -- MS 3.5% JPM 2.5%

INDUSTRIALS-- SGR 2.5%

AND WILL BUY MORE WITH ANY WEAKNESS
IN CELG MS JPM CLF FCX SQNM AMLN