for July 10, 2007
  1. MTL is running nicely.  25% profit is certainly a nice point to sell some here, but we are going to formally let it run a bit more.
  2. All other positions are tracking expected patterns.
  3. We still have room for up to 8 more positions, and will release at least one more this week.
  4. I think we missed PCU, but we will give it a couple more days.  If it keeps running we will give up on this one.