-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, I0b9jsMBrE6otSioGq5uUPznpqDwdKXCUchQL3+Lie2eJmFzDNcJKun876s105gr tj5fZ2pqpwzKt+cki5ZX5g== 0000828405-08-000005.txt : 20080814 0000828405-08-000005.hdr.sgml : 20080814 20080814092851 ACCESSION NUMBER: 0000828405-08-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080814 DATE AS OF CHANGE: 20080814 EFFECTIVENESS DATE: 20080814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALL STREET ASSOCIATES CENTRAL INDEX KEY: 0000828405 IRS NUMBER: 330238287 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02192 FILM NUMBER: 081015613 BUSINESS ADDRESS: STREET 1: 1200 PROSPECT ST STE 100 STREET 2: P O BOX 8589 CITY: LAJOLLA STATE: CA ZIP: 92038-8589 BUSINESS PHONE: 8585516321 MAIL ADDRESS: STREET 1: 1200 PROSPECT STREET STREET 2: SUITE 100 CITY: LA JOLLA STATE: CA ZIP: 92038 13F-HR 1 inftable.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AGCO Corp (AG) COM 001084102 13742 262200 SH SOLE 91600 170600 ASML HLDG NV(ASML) COM N07059186 6259 256501 SH SOLE 87583 168918 AZZ Inc (AZZ) COM 002474104 4473 112100 SH SOLE 106800 5300 Abercrombie and Fitch (ANF) COM 002896207 15902 253700 SH SOLE 96800 156900 Abiomed Inc (ABMD) COM 003654100 6035 340000 SH SOLE 111100 228900 Acorda Therapeutics (ACOR) COM 00484M106 4645 141500 SH SOLE 141500 Actel Corp(ACTL) COM 004934105 2094 124300 SH SOLE 124300 Aeropostale Inc (ARO) COM 007865108 7327 233850 SH SOLE 223500 10350 Agilent Technologies (A) COM 00846U101 19259 541900 SH SOLE 185700 356200 Akamai Technologies (AKAM) COM 00971T101 5038 144800 SH SOLE 52700 92100 Akorn (AKRX) COM 009728106 1111 335500 SH SOLE 335500 Align Technology (ALGN) COM 016255101 17230 1642500 SH SOLE 898900 743600 Altria Group (MO) COM 02209S103 257 12500 SH SOLE 12500 Amazon.com Inc. (AMZN) COM 023135106 733 10000 SH SOLE 10000 American Medical Systems (AMMD COM 02744M108 26186 1751600 SH SOLE 949000 802600 American Public Education (APE COM 02913V103 13801 353500 SH SOLE 295900 57600 Amerigon Inc (ARGN) COM 03070L300 3682 517800 SH SOLE 168400 349400 Analog Devices (ADI) COM 032654105 13877 436800 SH SOLE 152900 283900 Ansys Inc (ANSS) COM 03662Q105 19296 409500 SH SOLE 218100 191400 Apple Inc. (AAPL) COM 037833100 1256 7500 SH SOLE 7500 Array Biopharma (ARRY) COM 04269X105 1841 391700 SH SOLE 374700 17000 Atheros Communications (ATHR) COM 04743P108 5169 172300 SH SOLE 164300 8000 Auxilium Pharmaceutical (AUXL) COM 05334D107 12275 365100 SH SOLE 116900 248200 BJ Services (BJS) COM 055482103 12651 396100 SH SOLE 137100 259000 BJ'S Restaurant, Inc (BJRI) COM 09180C106 825 84800 SH SOLE 84800 Bebe Stores (BEBE) COM 075571109 2783 289618 SH SOLE 276743 12875 Beckman Coulter Inc (BEC) COM 075811109 18058 267400 SH SOLE 100700 166700 BigBand Networks (BBND) COM 089750509 1190 251500 SH SOLE 251500 Bio Imaging Tech (BITI) COM 09056N103 1148 155100 SH SOLE 155100 Blackbaud Inc (BLKB) COM 09227Q100 2758 128900 SH SOLE 76400 52500 Blackboard Inc (BBBB) COM 091935502 7160 187300 SH SOLE 178700 8600 Blue Coat Systems (BCSI) COM 09534T508 3060 216900 SH SOLE 54900 162000 Brigham Exploration Co (BEXP) COM 109178103 3799 240000 SH SOLE 144200 95800 Broadcom Corp (BRCM) COM 111320107 11198 410317 SH SOLE 159100 251217 Bruker Corp (BRKR) COM 116794108 2804 218200 SH SOLE 129000 89200 Burlington Northern (BNI) COM 12189T104 1249 12500 SH SOLE 12500 Cameron International Corp. (C COM 13342B105 3834 69260 SH SOLE 16300 52960 Cavium Networks (CAVM) COM 14965A101 7012 333900 SH SOLE 194900 139000 Ceco Environmental Corp (CECE) COM 125141101 589 100000 SH SOLE 100000 Celera Corp(CRA) COM 15100E106 5426 477600 SH SOLE 456400 21200 Cephalon (CEPH) COM 156708109 30272 453921 SH SOLE 248821 205100 Charles River Laboratories (CR COM 159864107 12733 199200 SH SOLE 68900 130300 Chevron Corp (CVX) COM 166764100 1586 16000 SH SOLE 16000 Chicago Bridge & Iron Co. (CBI COM 167250109 21662 544000 SH SOLE 205500 338500 Citi Trends (CTRN) COM 17306X102 5733 253000 SH SOLE 81100 171900 Coinstar (CSTR) COM 19259P300 7343 224500 SH SOLE 214400 10100 Colfax Corp(CFX) COM 194014106 15654 623900 SH SOLE 596300 27600 Commvault(CVLT) COM 204166102 12510 751800 SH SOLE 718400 33400 Comscore(SCOR) COM 20564w105 7384 338400 SH SOLE 221100 117300 Comtech Group Inc (COGO) COM 192448108 3453 379000 SH SOLE 121700 257300 Concur Technologies (CNQR) COM 206708109 31808 957200 SH SOLE 530100 427100 Consol Energy (CNX) COM 20854P109 11484 102200 SH SOLE 35700 66500 Constant Contact (CTCT) COM 210313102 3761 199500 SH SOLE 64100 135400 Costco (COST) COM 22160Q102 701 10000 SH SOLE 10000 Cubist Pharma (CBST) COM 229678107 3472 194400 SH SOLE 185700 8700 Cybersource (CYBS) COM 23251J106 7758 463700 SH SOLE 300600 163100 Cymer Inc (CYMI) COM 232572107 242 9000 SH SOLE 9000 Cypress Semi (CY) COM 232806109 4985 201400 SH SOLE 73100 128300 DG Fast Channel (DGIT) COM 23326R109 6441 373400 SH SOLE 112700 260700 DXP Enterprises(DXPE) COM 233377407 6321 151800 SH SOLE 49100 102700 De Vry Inc (DV) COM 251893103 29732 554500 SH SOLE 196800 357700 Deere & Co. (DE) COM 244199105 721 10000 SH SOLE 10000 Demandtec (DMAN) COM 24802R506 2071 275700 SH SOLE 88400 187300 Double Take Software (DBTK) COM 258598101 3509 255400 SH SOLE 243500 11900 Dresser Rand (DRC) COM 261608103 15628 399700 SH SOLE 145000 254700 Dyax Corp (DYAX) COM 26746E103 946 305200 SH SOLE 184100 121100 EMCOR Grp Inc (EME) COM 29084Q100 16060 562900 SH SOLE 204500 358400 Eagle Test Systems (EGLT) COM 270006109 1698 151600 SH SOLE 90400 61200 Energy Conversion Devices(ENER COM 292659109 13432 182400 SH SOLE 174800 7600 Englobal Corp (ENG) COM 293306106 5163 362600 SH SOLE 117700 244900 Ensco Intl (ESV) COM 26874Q100 36936 457469 SH SOLE 187646 269823 Entropic Communications (ENTR) COM 29384R105 1511 318200 SH SOLE 318200 Equinix Inc (EQIX) COM 29444U502 12071 135300 SH SOLE 74600 60700 Evergreen Solar Inc (ESLR) COM 30033R108 2572 265400 SH SOLE 252800 12600 Exfo Electro Optical Engineeri COM 302043104 3007 675700 SH SOLE 216100 459600 F5 Networks (FFIV) COM 315616102 9802 344900 SH SOLE 119900 225000 Falcon Store (FALC) COM 306137100 2213 312600 SH SOLE 99400 213200 Flotek Industries (FTK) COM 343389102 15145 734500 SH SOLE 489400 245100 Flowserve Corp (FLS) COM 34354P105 11743 85900 SH SOLE 30000 55900 Foster Wheeler LTD (FWLT) COM G36535139 20292 277400 SH SOLE 96600 180800 Gaiam (GAIA) COM 36268Q103 3246 240300 SH SOLE 59600 180700 Gamestop Corp (GME) COM 36467W109 18721 463400 SH SOLE 170000 293400 GenProbe Inc (GPRO) COM 36866T103 7364 155000 SH SOLE 56600 98400 Genoptix(GXDX) COM 37243V100 8503 269500 SH SOLE 160600 108900 Genzyme (GENZ) COM 372917104 13393 186320 SH SOLE 72400 113920 Gilead Science (GILD) COM 375558103 1112 21000 SH SOLE 21000 Global Traffic Network (GNET) COM 37947B103 3899 436100 SH SOLE 140400 295700 Goldcorp Inc., (GG) COM 380956409 624 13520 SH SOLE 13520 Google Inc (GOOG) COM 38259P508 1158 2200 SH SOLE 2200 Graham Corp. (GHM) COM 384556106 8575 115700 SH SOLE 37600 78100 Greatbatch Inc. (GB) COM 39153L106 3119 180300 SH SOLE 116000 64300 Grubb & Eliss Co (GBE) COM 400095204 2076 539200 SH SOLE 171400 367800 Guidance Software(GUID) COM 401692108 2557 267800 SH SOLE 87200 180600 Gymboree (GYMB) COM 403777105 3706 92500 SH SOLE 88200 4300 Hardinge Inc (HDNG) COM 412324303 790 60000 SH SOLE 60000 Harmonic Inc. (HLIT) COM 413160102 4085 429600 SH SOLE 409600 20000 Health Grade Inc (HGRD) COM 42218Q102 5196 1157200 SH SOLE 379800 777400 Hill International Inc., (HIL) COM 431466101 5096 310000 SH SOLE 295900 14100 Hunt (JB) Transport Srvcs (JBH COM 445658107 17362 521700 SH SOLE 314100 207600 I2 Technologies (ITWO) COM 465754208 1981 159400 SH SOLE 95300 64100 IXYS Corporation (IXYS) COM 46600W106 3735 312800 SH SOLE 298600 14200 Illumina (ILMN) COM 452327109 13964 160300 SH SOLE 152800 7500 Imclone Systems (IMCL) COM 45245W109 8687 214700 SH SOLE 75000 139700 Intellon (ITLN) COM 45816W504 627 190000 SH SOLE 190000 Intermune Inc. (ITMN) COM 45884X103 5123 390500 SH SOLE 327900 62600 Internet Brands (INET) COM 460608102 1876 282900 SH SOLE 92200 190700 Intersil Corp (ISIL) COM 46069S109 12500 514000 SH SOLE 179200 334800 Intervoice (INTV) COM 461142101 1369 240100 SH SOLE 142900 97200 Ishare Brazil msci (EWZ) COM 464286400 741 8300 SH SOLE 8300 Ishares DJ US Energy (IYE) COM 464287796 1575 10400 SH SOLE 10400 Ishares DJ US OE&SI (IEZ) COM 464288844 1191 15000 SH SOLE 15000 Ishares MSCI Emerging Market ( COM 464287234 556 4100 SH SOLE 4100 Ishares Russell 2000 Growth In COM 464287648 366 4800 SH SOLE 4800 Joy Global(JOYG) COM 481165108 11450 151000 SH SOLE 52400 98600 Juniper Networks Inc (JNPR) COM 48203R104 8961 404000 SH SOLE 146200 257800 KLA-Tencor (KLAC) COM 482480100 9685 237900 SH SOLE 91700 146200 Kendle International (KNDL) COM 48880L107 4047 111400 SH SOLE 106500 4900 Key Energy Services (KEG) COM 492914106 27450 1413500 SH SOLE 703400 710100 Lam Research (LRCX) COM 512807108 6070 167900 SH SOLE 70600 97300 Lawson Software Inc. (LWSN) COM 52078P102 2101 289000 SH SOLE 171100 117900 Leap Wireless Int (LEAP) COM 521863308 6147 142400 SH SOLE 55700 86700 MDC Partners Inc (MDCA) COM 552697104 7466 1039900 SH SOLE 561900 478000 MEMC Elect Mat (WFR) COM 552715104 10419 169300 SH SOLE 61500 107800 MPS Group Inc (MPS) COM 553409103 3261 306800 SH SOLE 293600 13200 MTS Medication Technologies In COM 553773102 1049 136600 SH SOLE 136600 Magma Design Automation (LAVA) COM 559181102 2463 405700 SH SOLE 262700 143000 Marvell Technology Group (MRVL COM G5876H105 7666 434100 SH SOLE 147000 287100 Matrix Service Co. (MTRX) COM 576853105 4402 190900 SH SOLE 181900 9000 Mattson Tech (MTSN) COM 577223100 907 190600 SH SOLE 113500 77100 Maxim Integrated Products (MXI COM 57772K101 3524 166600 SH SOLE 58300 108300 Maxwell Technologies (MXWL) COM 577767106 1520 143100 SH SOLE 143100 Mc Donald's Corporation (MCD) COM 580135101 511 9089 SH SOLE 9089 McAfee (MFE) COM 579064106 4914 144400 SH SOLE 57100 87300 McCormick & Schmick's Seafood COM 579793100 1929 200100 SH SOLE 71000 129100 McDermott International (MDR) COM 580037109 22107 357200 SH SOLE 124500 232700 Medco Health Solutions(MHS) COM 58405U101 670 14200 SH SOLE 14200 Medicines Co, The (MDCO) COM 584688105 6287 317200 SH SOLE 303100 14100 Medicis Pharmaceutical (MRX) COM 584690309 16481 793098 SH SOLE 445198 347900 Mellanox Technology (MLNX) COM M51363113 2730 201600 SH SOLE 66000 135600 Metalico Inc (MEA) COM 591176102 9771 557700 SH SOLE 181800 375900 Metro PCS Comm. (PCS) COM 591708102 999 56400 SH SOLE 19500 36900 Mettler-Toledo International ( COM 592688105 15576 164200 SH SOLE 56700 107500 Micro Semi Corp (MSCC) COM 595137100 5932 235600 SH SOLE 224400 11200 Micros Systems (MCRS) COM 594901100 18151 595300 SH SOLE 342600 252700 Microtune Inc (TUNE) COM 59514P109 3545 1024600 SH SOLE 330400 694200 Micrus Endovascular (MEND) COM 59518V102 3114 222100 SH SOLE 68300 153800 Mobile Telesystems(MBT) COM 607409109 383 5000 SH SOLE 5000 Monolithic Power (MPWR) COM 609839105 2824 130600 SH SOLE 124800 5800 Monsanto (MON) COM 61166W101 1264 10000 SH SOLE 10000 NICE System (NICE) COM 653656108 5707 193000 SH SOLE 184400 8600 NVIDIA Corp (NVDA) COM 67066G104 4744 253400 SH SOLE 91950 161450 Nabors Industries (NBR) COM G6359F103 24773 503200 SH SOLE 181100 322100 Natco Group (NTG) COM 63227W203 12667 232300 SH SOLE 75600 156700 National Oil Well Varco, Inc. COM 637071101 32570 367106 SH SOLE 141476 225630 Natural Gas Services (NGS) COM 63886Q109 6130 201100 SH SOLE 65600 135500 NetApp Inc. (NTAP) COM 64110D104 6647 306900 SH SOLE 125000 181900 NetScout Systems (NTCT) COM 64115T104 2589 242400 SH SOLE 149000 93400 Netezza Corp (NZ) COM 64111N101 1380 119500 SH SOLE 114200 5300 Netlogic Microsystems Inc (NET COM 64118B100 16182 487400 SH SOLE 314700 172700 Nike Inc (NKE) COM 654106103 596 10000 SH SOLE 10000 Norfolk Southern (NSC) COM 655844108 501 8000 SH SOLE 8000 North American Energy Par (NOA COM 656844107 5518 254500 SH SOLE 243000 11500 NuVasive Inc (NUVA) COM 670704105 5248 117500 SH SOLE 69700 47800 Nuance Communications (NUAN) COM 67020y100 1926 122900 SH SOLE 117100 5800 Nucor (NUE) COM 670346105 747 10000 SH SOLE 10000 Nutri/System (NTRI) COM 67069D108 7958 562800 SH SOLE 323300 239500 Nymex Hldgs (NMX) COM 62948N104 4773 56500 SH SOLE 21400 35100 OBAGI Medical Products (OMPI) COM 67423R108 3409 398700 SH SOLE 133600 265100 ON Semiconductor Corp (ONNN) COM 682189105 570 62200 SH SOLE 62200 Occidental Petroleum Corp (OXY COM 674599105 1438 16000 SH SOLE 16000 Omniture Inc (OMTR) COM 68212S109 34171 1840123 SH SOLE 919582 920541 Omrix Biropharmaceuticals (OMR COM 681989109 1895 120400 SH SOLE 114000 6400 Orion Marine (OMGI) COM 68628V308 3937 278600 SH SOLE 90600 188000 Oxford Industries Inc (OXM) COM 691497309 2271 118600 SH SOLE 113700 4900 PDF Solutions Inc (PDFS) COM 693282105 1831 307700 SH SOLE 307700 Parallel Petroleum Corp (PLLL) COM 699157103 4493 223200 SH SOLE 213000 10200 Patterson Energy (PTEN) COM 703481101 28204 780622 SH SOLE 492938 287684 Penwest Pharmaceuticals (PPCO) COM 709754105 750 277800 SH SOLE 174300 103500 Pericon Semiconductor (PSEM) COM 713831105 2165 145900 SH SOLE 145900 Perkin Elmer Inc (PKI) COM 714046109 19863 713200 SH SOLE 468400 244800 Petreleo Brasileiro SA (PBR) COM 71654V408 708 10000 SH SOLE 10000 Pharmaceutical Prod Devp. (PPD COM 717124101 11772 274400 SH SOLE 95800 178600 Phase Forward (PFWD) COM 71721R406 18554 1032500 SH SOLE 602500 430000 Philip Morris Int.(PM) COM 718172109 617 12500 SH SOLE 12500 Phoenix Tech (PTEC) COM 719153108 2622 238400 SH SOLE 77200 161200 Pioneer Drilling (PDC) COM 723655106 7674 408000 SH SOLE 388800 19200 Polo Ralph Lauren (RL) COM 731572103 15030 239400 SH SOLE 82700 156700 Powel Industries Inc. (POWL) COM 739128106 17134 339900 SH SOLE 228300 111600 Power Integration (POWI) COM 739276103 5924 187400 SH SOLE 179100 8300 Power One (PWER) COM 739308104 2762 1461400 SH SOLE 886700 574700 Pride International (PDE) COM 74153Q102 25499 539200 SH SOLE 202400 336800 Pros Holdings (PRO) COM 74346Y103 2645 235500 SH SOLE 77100 158400 Providence Service Corp (PRSC) COM 743815102 3760 178100 SH SOLE 57400 120700 Qualcomm (QCOM) COM 747525103 1633 36800 SH SOLE 36800 Quanta Services (PWR) COM 74762E102 18778 564400 SH SOLE 197200 367200 Questcor Pharmaceuticals (QCOR COM 74835Y101 6843 1474800 SH SOLE 529900 944900 Quidel (QDEL) COM 74838J101 11674 705800 SH SOLE 213900 491900 RF Micro Devices Inc (RFMD) COM 749941100 1625 560300 SH SOLE 196700 363600 RHI Entertainment (RHIE) COM 74957T104 974 75000 SH SOLE 45000 30000 RRSAT Global Com. Networks (RR COM M8183P102 2609 241600 SH SOLE 79900 161700 Red Robin Gourmet Burgers (RRG COM 75689M101 5745 207100 SH SOLE 118000 89100 RenaSola Ltd. (SOL) COM 75971T103 1976 114200 SH SOLE 108800 5400 Rentrak Corp (RENT) COM 760174102 5356 380400 SH SOLE 158500 221900 Repros Therapeutics (RPRX) COM 76028H100 2604 275000 SH SOLE 275000 Research in Motion (RIMM) COM 760975102 1169 10000 SH SOLE 10000 Rex Stores Corp (RSC) COM 761624105 1244 107700 SH SOLE 107700 Rightnow Techology(RNOW) COM 76657R106 6408 468800 SH SOLE 290900 177900 Riverbed Technology (RVBD) COM 768573107 2990 217954 SH SOLE 210054 7900 Rubicon Technology (RBCN) COM 78112T107 3312 163000 SH SOLE 52100 110900 Ruth Hospitality Group, Inc. ( COM 783332109 1120 216200 SH SOLE 65000 151200 Sandisk (SNDK) COM 80004C101 5329 285000 SH SOLE 103600 181400 Sciele Pharma Inc. (SCRX) COM 808627103 10105 522200 SH SOLE 374150 148050 Scientific learning (SCIL) COM 808760102 1499 390400 SH SOLE 126000 264400 Silicon Laboratories (SLAB) COM 826919102 10542 292100 SH SOLE 105700 186400 Sims Group LTD ADR (SMS) COM 829160100 16698 418500 SH SOLE 151600 266900 Sirius XM Radio (SIRI) COM 82967N108 115 59700 SH SOLE 59700 Somanetics Corp (SMTS) COM 834445405 4422 208600 SH SOLE 70300 138300 Spectranetics (SPNC) COM 84760C107 18275 1853400 SH SOLE 1207800 645600 St. Jude Medical (STJ) COM 790849103 9938 243100 SH SOLE 88300 154800 Sun Power Corp (SPWR) COM 867652109 3952 54900 SH SOLE 19200 35700 Supergen(SUPG) COM 868059106 1217 593800 SH SOLE 353200 240600 Superior Energy Svcs (SPN) COM 868157108 14314 259600 SH SOLE 247300 12300 T-3 Energy Services (TTES) COM 87306E107 30127 379100 SH SOLE 243100 136000 TJX Cos (TJX) COM 872540109 9089 288800 SH SOLE 101300 187500 Tessera Tech (TSRA) COM 88164L100 1676 102400 SH SOLE 97700 4700 Texas Instruments (TXN) COM 882508104 301 10700 SH SOLE 10700 Texas Roadhouse (TXRH) COM 882681109 179 20000 SH SOLE 20000 The Mosaic (MOS) COM 61945A107 1013 7000 SH SOLE 7000 Thermo Fisher Scientific (TMO) COM 883556102 29152 523100 SH SOLE 193000 330100 Tiffany & Co (TIF) COM 886547108 11944 293110 SH SOLE 100500 192610 Titan Machinery (TITN) COM 88830R101 13383 427300 SH SOLE 275800 151500 Todd Shipyards (TOD) COM 889039103 340 23900 SH SOLE 23900 Trinity Biotech Plc (TRIB) COM 896438306 1131 292900 SH SOLE 292900 True Religion(TRLG) COM 89784N104 12134 455300 SH SOLE 326900 128400 Ultimate Software Group (ULTI) COM 90385D107 11712 328700 SH SOLE 107500 221200 Ultra Clean (UCTT) COM 90385V107 597 75000 SH SOLE 75000 Ultralife Corporation (ULBI) COM 903899102 5039 471400 SH SOLE 144300 327100 United States Steel (X) COM 912909108 1848 10000 SH SOLE 10000 United Therapeutics (UTHR) COM 91307C102 10792 110400 SH SOLE 38400 72000 Universal Truckload Services ( COM 91388P105 1321 60000 SH SOLE 60000 Urban Outfitters (URBN) COM 917047102 22893 734000 SH SOLE 282500 451500 Varian Inc. (VARI) COM 922206107 24289 475695 SH SOLE 284495 191200 Varian Semiconductor Equipment COM 922207105 4978 142977 SH SOLE 136727 6250 Verisign (VRSN) COM 92343E102 9926 262600 SH SOLE 91900 170700 Vimpel Commun (VIP) COM 68370R109 445 15000 SH SOLE 15000 Vocus Inc (VOCS) COM 928585108 7988 248300 SH SOLE 66700 181600 Volcom (VLCM) COM 92864N101 5176 216300 SH SOLE 65700 150600 Wabtech (WAB) COM 929740108 10983 225900 SH SOLE 216000 9900 Weatherford Int'l (WFT) COM G95089101 36329 732580 SH SOLE 265240 467340 Williams Co (WMB) COM 969457100 1004 24900 SH SOLE 24900 Williams Sonoma (WSM) COM 969904101 319 16100 SH SOLE 16100 XM Satellite Radio Hldgs (XMSR COM 983759101 169 21500 SH SOLE 21500 Xilinx (XLNX) COM 983919101 9666 382800 SH SOLE 133600 249200 Zumiez Inc (ZUMZ) COM 989817101 3629 218900 SH SOLE 208500 10400 PDS TRUST UNITS(PDS-WI) 740215108 19256 706900 SH SOLE 395500 311400 QQQ August 45 Puts (QQQTS) PUT 73935A9T3 422 2500 SH PUT SOLE 2500 SPDR S&P Sept 130 PUT (SFBUZ) PUT 7K599W9U1 660 1100 SH PUT SOLE 1100
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