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Strategies & Market Trends : Z PORTFOLIO

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To: Ron McKinnon who wrote (7662) 7/6/2002 8:11:46 PM From: DanZ   Read Replies (1) of 11568   Closed Positions Through Second Quarter 2002 Stock Date # Opening Opening Date Closing Closing G/L % Days Position Opened Shares Cost Cost $ Closed Price Price $ Held Bill AYE 01/31/02 1000 32.900 32900 2/6 33.080 33080 180 1% 6 long LEN 06/20/01 500 46.820 23410 1/31 55.500 27750 4340 19% 225 long LEN 06/22/01 500 46.820 23410 1/31 55.500 27750 4340 19% 223 long Q1 Total 79720 88580 8860 11% 151 100% long AYE 02/19/02 1000 35.390 35390 5/3 39.450 39450 4060 11% 73 long SOSS 03/28/01 10000 1.110 11100 5/23 0.790 7900 -3200 -29% 421 long WEC 02/19/02 1000 23.720 23720 5/3 25.900 25900 2180 9% 73 long Q2 Total 70210 73250 3040 4% 189 100% long YTD Total 149930 161830 11900 8% 170 100% long Dan CIEN 02/05/02 2000 9.020 18040 2/11 10.040 20080 2040 11% 6 long CIEN 02/15/02 2000 8.790 17580 3/7 9.980 19960 2380 14% 20 long CSCO 02/22/02 1200 14.710 17652 2/25 15.360 18432 780 4% 3 long ERICY 01/22/01 3000 5.220 15660 2/15 4.030 12090 -3570 -23% 389 long ERICY 02/07/01 3000 5.220 15660 2/15 4.030 12090 -3570 -23% 373 long INTV 01/18/02 2000 9.750 19500 1/22 8.950 17900 -1600 -8% 4 long NUAN 02/25/02 2000 5.600 11200 3/4 6.450 12900 1700 15% 7 long NUAN 02/04/02 1000 7.600 7600 3/13 8.200 8200 600 8% 152 long NUAN 02/04/02 1500 7.600 11400 3/13 8.150 12225 825 7% 152 long SPWX 01/14/02 2000 12.360 24720 2/4 13.430 26860 2140 9% 21 long SPWX 03/04/02 1000 8.100 8100 3/7 8.830 8830 730 9% 3 long Q1 Total 167112 169567 2455 1% 103 100% long CIEN 03/13/02 1000 9.290 9290 4/1 9.580 9580 290 3% 19 long CIEN 04/03/02 2000 8.600 17200 4/17 8.750 17500 300 2% 14 long CSCO 04/23/02 1500 14.250 21375 4/24 14.740 22110 735 3% 1 long GLW 04/03/02 2000 7.130 14260 4/9 7.450 14900 640 4% 6 long GLW 04/15/02 2000 6.940 13880 4/16 7.390 14780 900 6% 1 long GLW 04/24/02 2000 6.710 13420 4/29 6.910 13820 400 3% 5 long IBM 04/11/02 300 83.800 25140 4/12 87.500 26250 1110 4% 1 long INTV 06/07/02 2000 2.240 4480 6/7 2.540 5080 600 13% 0 long INTV 02/15/02 2000 7.760 15520 6/11 2.850 5700 -9820 -63% 116 long NUAN 03/28/02 2000 6.370 12740 4/1 7.075 14150 1410 11% 4 long NUAN 04/08/02 1500 5.850 8775 4/15 6.300 9450 675 8% 7 long ORCL 05/01/02 2000 9.780 19560 6/18 10.160 20320 760 4% 48 long ORCL 05/03/02 2000 8.280 16560 6/18 10.220 20440 3880 23% 46 long ORCL 06/20/02 2000 8.640 17280 6/26 8.750 17500 220 1% 6 long SPWX 03/28/02 2000 7.460 14920 4/1 8.050 16100 1180 8% 4 long SPWX 04/08/02 1500 6.610 9915 4/15 6.940 10410 495 5% 7 long SPWX 04/25/02 1000 4.590 4590 4/25 4.990 4990 400 9% 0 long SPWX 04/25/02 1000 5.080 5080 4/26 5.480 5480 400 8% 1 long SPWX 04/25/02 1000 5.540 5540 6/6 4.730 4730 -810 -15% 42 long SPWX 02/11/02 2000 11.560 23120 6/25 4.040 8080 -15040 -65% 134 long Q2 Total 272645 261370 -11275 -4% 23 100% long YTD Total 439757 430937 -8820 -2% 51 100% long Kelvin AFCI 01/10/02 2000 18.59 37180 1/23 17.000 34000 -3180 -9% 13 long AFCI 02/14/02 1000 14.970 14970 3/7 18.880 18880 3910 26% 21 long BEAS 01/24/02 2000 20.870 41740 1/25 19.980 39960 1780 4% 1 short CCMP 01/02/02 500 81.000 40500 1/3 82.500 41250 -750 -2% 1 short CCMP 01/04/02 500 85.050 42525 1/8 83.200 41600 925 2% 4 short CCMP 01/08/02 500 81.460 40730 1/9 85.000 42500 1770 4% 1 long GNSS 01/25/02 500 54.050 27025 1/28 59.050 29525 2500 9% 3 long GNSS 02/07/02 1000 49.320 49320 2/7 47.000 47000 -2320 -5% 0 long GNSS 02/28/02 1000 25.550 25550 3/7 28.310 28310 2760 11% 7 long GNSS 03/20/02 1000 25.970 25970 3/21 28.030 28030 2060 8% 1 long INTU 01/07/02 1500 40.390 60585 1/10 37.250 55875 -4710 -8% 3 long INTU 01/07/02 1000 37.480 37480 1/10 37.250 37250 -230 -1% 3 long INTU 02/14/02 500 38.720 19360 2/21 38.200 19100 260 1% 7 short ITWO 01/24/02 5000 7.950 39750 1/25 7.470 37350 2400 6% 1 short ITWO 01/24/02 2500 8.300 20750 1/25 7.470 18675 2075 10% 1 short MSCC 01/02/02 2000 29.500 59000 1/4 33.500 67000 8000 14% 2 long MSCC 01/22/02 2500 21.750 54375 1/25 19.500 48750 -5625 -10% 3 long SMTC 01/10/02 1000 38.350 38350 1/16 34.000 34000 -4350 -11% 6 long SMTC 01/11/02 1000 37.500 37500 1/16 34.000 34000 -3500 -9% 5 long SMTC 01/16/02 1000 34.700 34700 1/16 34.000 34000 -700 -2% 0 long SMTC 01/17/02 1000 33.850 33850 1/23 33.090 33090 -760 -2% 6 long Q1 Total 781210 770145 2315 0% 4 71% long, 29% short AFCI 01/28/02 2000 18.510 37020 4/15 19.050 38100 1080 3% 77 long INTU 03/07/02 2000 37.845 75690 4/15 39.550 79100 3410 5% 39 long SMTC 01/28/02 1000 34.060 34060 4/15 35.560 35560 1500 4% 77 long SMTC 06/05/02 1000 30.460 30460 6/21 26.150 26150 -4310 -14% 16 long SMTC 06/26/02 1000 24.790 24790 6/27 26.630 26630 1840 7% 1 long TYC 06/26/02 2000 12.300 24600 6/26 11.600 23200 -1400 -6% 0 long Q2 Total 226620 228740 2120 1% 35 100% long YTD Total 1007830 998885 4435 0% 11 78% long, 22% short Larry AMRN 01/29/02 2000 18.880 37760 1/31 20.100 40200 2440 6% 2 long AMRN 02/04/02 3000 17.253 51760 2/15 13.250 39750 -12010 -23% 11 long BLS 01/14/02 1400 38.600 54040 1/25 38.600 54040 0 0% 11 long CD 02/07/02 3000 15.480 46440 2/14 16.810 50430 3990 9% 7 long CSGS 01/17/02 1500 34.167 51251 2/11 36.520 54780 3530 7% 25 long ELNK 01/23/02 3000 9.000 27000 1/23 8.300 24900 -2100 -8% 0 long GLW 01/15/02 5000 9.900 49500 1/17 9.000 45000 -4500 -9% 2 long ITWO 01/02/02 3000 8.170 24510 1/3 8.170 24510 0 0% 1 long PAYX 01/09/02 1400 35.700 49980 1/14 37.350 52290 2310 5% 5 long PNC 01/29/02 500 54.600 27300 2/15 56.780 28390 1090 4% 17 long SBL 01/04/02 3000 17.220 51660 2/15 7.830 23490 -28170 -55% 42 long TYC 01/16/02 1000 47.800 47800 1/28 39.000 39000 -8800 -18% 12 long Q1 Total 519001 476780 -42221 -8% 11 100% long BLS 04/09/02 1000 32.900 32900 4/9 32.300 32300 -600 -2% 0 long Q2 Total 32900 32300 -600 -2% 100% long YTD Total 551901 509080 -42821 -8% 10 100% long Paul M AOL 01/25/02 800 27.520 22016 2/13 28.200 22560 544 2% 19 long CPN 03/12/02 1000 12.200 12200 3/19 14.160 14160 1960 16% 7 long CPN 03/12/02 1000 12.200 12200 3/21 14.310 14310 2110 17% 9 long FMO 01/02/02 10000 0.810 8100 1/4 1.120 11200 3100 38% 2 long FMO 01/02/02 10000 0.810 8100 1/9 1.020 10200 2100 26% 7 long FMO 01/08/02 20000 0.930 18600 1/9 1.050 21000 2400 13% 1 long FMO 01/16/02 20000 0.930 18600 1/25 1.080 21600 3000 16% 9 long FWC 02/13/02 4000 2.820 11280 3/22 3.180 12720 1440 13% 37 long FWC 02/13/02 4000 2.820 11280 3/27 3.460 13840 2560 23% 42 long HAL 01/04/02 2000 9.050 18100 1/7 10.730 21460 3360 19% 3 long HAL 01/03/02 2000 11.120 22240 1/9 11.920 23840 1600 7% 6 long IDTI 01/02/02 500 27.000 13500 1/3 29.650 14825 1325 10% 1 long IDTI 01/02/02 500 27.000 13500 1/4 31.850 15925 2425 18% 2 long KM 01/04/02 2500 3.910 9775 1/7 4.950 12375 2600 27% 3 long KM 01/02/02 5000 4.850 24250 1/8 5.030 25150 900 4% 6 long MIR 01/24/02 2000 11.630 23260 3/7 12.950 25900 2640 11% 42 long NXTL 02/19/02 2500 3.970 9925 2/20 4.420 11050 1125 11% 1 long NXTL 02/19/02 2500 3.970 9925 2/21 4.630 11575 1650 17% 2 long PMTR 01/17/02 2000 10.800 21600 3/8 10.950 21900 300 1% 50 long QCOM 02/21/02 500 33.820 16910 3/4 37.930 18965 2055 12% 11 long SEPR 03/08/02 1000 19.950 19950 3/25 21.450 21450 1500 8% 17 long TFS 01/18/02 1500 13.550 20325 1/24 14.250 21375 1050 5% 6 long VSR 01/09/02 5000 3.750 18750 1/16 4.550 22750 4000 21% 7 long Q1 Total 364386 410130 45744 13% 13 100% long ADBE 06/21/02 700 26.650 18655 6/24 26.850 18795 140 1% 3 long BA 04/18/02 500 42.300 21150 4/30 44.930 22465 1315 6% 12 long BA 04/17/02 500 46.750 23375 6/14 42.580 21290 -2085 -9% 58 long BMET 03/22/02 500 27.980 13990 4/23 27.330 13665 -325 -2% 32 long CPN 03/26/02 2000 12.380 24760 4/23 13.470 26940 2180 9% 28 long FMO 03/04/02 20000 0.910 18200 6/3 0.770 15400 -2800 -15% 91 long GNSS 05/30/02 1500 17.960 26940 6/14 8.970 13455 -13485 -50% 37 long GNSS 06/03/02 1000 15.420 15420 6/14 8.970 8970 -6450 -42% 33 long KM 01/10/02 5000 4.540 22700 6/14 0.880 4400 -18300 -81% 155 long KM 01/10/02 3000 4.090 12270 6/14 0.880 2640 -9630 -78% 155 long KM 01/11/02 7000 3.420 23940 6/14 0.880 6160 -17780 -74% 154 long KM 01/14/02 10000 2.590 25900 6/14 0.880 8800 -17100 -66% 151 long PMTR 01/10/02 2000 12.450 24900 6/14 1.460 2920 -21980 -88% 155 long PMTR 05/06/02 5000 3.080 15400 6/14 1.460 7300 -8100 -53% 39 long QCOM 05/01/02 700 29.400 20580 5/14 30.900 21630 1050 5% 66 long TARO 04/23/02 600 22.870 13722 4/24 24.800 14880 1158 8% 1 long TARO 03/28/02 700 29.040 20328 5/17 29.140 20398 70 0% 100 long TFS 01/14/02 1500 14.980 22470 4/16 15.150 22725 255 1% 92 long TFS 05/28/02 2000 12.580 25160 6/14 9.000 18000 -7160 -28% 17 long Q2 Total 389860 270833 -119027 -31% 73 100% long YTD Total 754246 680963 -73283 -10% 40 100% long Ron ACAM 01/18/02 400 51.200 20480 1/29 45.600 18240 2240 11% 11 short ACAM 01/22/02 200 54.000 10800 1/29 45.600 9120 1680 16% 7 short EMC 03/07/02 1000 10.940 10940 3/8 11.500 11500 560 5% 1 long EMLX 01/03/02 200 43.980 8796 1/16 40.850 8170 626 7% 13 short EMLX 01/09/02 100 47.000 4700 1/22 39.700 3970 730 16% 13 short EMLX 01/09/02 100 47.000 4700 1/22 39.400 3940 760 16% 13 short EMLX 01/23/02 200 43.950 8790 2/4 43.760 8752 38 0% 12 short FRED 01/24/02 267 28.200 7520 2/5 27.650 7373 147 2% 12 short GLW 01/23/02 1000 8.260 8260 2/11 8.280 8280 20 0% 19 long GLW 02/05/02 1000 6.950 6950 2/11 7.860 7860 910 13% 6 long GLW 02/19/02 2000 6.960 13920 3/4 7.130 14260 340 2% 13 long GLW 01/29/02 1000 7.940 7940 3/7 8.150 8150 210 3% 37 long GLW 01/18/02 1000 8.580 8580 3/11 8.630 8630 50 1% 52 long GLW 03/20/02 2000 7.170 14340 3/26 7.290 14580 240 2% 6 long GNSS 01/03/02 100 69.250 6925 1/16 64.500 6450 475 7% 13 short GNSS 01/09/02 100 73.200 7320 1/22 57.200 5720 1600 22% 13 short GNSS 01/17/02 100 68.000 6800 1/22 59.370 5937 863 13% 5 short INVN 02/06/02 200 44.600 8920 2/7 39.750 7950 970 11% 1 short INVN 02/06/02 100 44.600 4460 2/8 36.730 3673 787 18% 2 short INVN 03/13/02 200 47.700 9540 3/26 41.510 8302 1238 13% 13 short NVDA 01/03/02 100 70.100 7010 1/14 59.800 5980 1030 15% 11 short NVDA 01/15/02 100 64.000 6400 1/30 63.800 6380 20 0% 15 short NVR 03/01/02 50 292.000 14600 3/6 288.000 14400 200 1% 5 short NVR 03/06/02 50 296.000 14800 3/18 285.000 14250 550 4% 12 short NVR 02/25/02 50 276.000 13800 3/20 274.000 13700 100 1% 23 short PG 02/07/02 400 82.600 33040 3/4 86.700 34680 -1640 -5% 25 short PNRA 01/11/02 100 56.400 5640 2/7 56.350 5635 5 0% 27 short PNRA 01/15/02 200 56.400 11280 2/7 56.350 11270 10 0% 23 short PNRA 01/25/02 100 59.200 5920 2/15 57.620 5762 158 3% 21 short PNRA 01/07/02 100 53.200 5320 2/20 52.000 5200 120 2% 44 short PNRA 02/04/02 100 64.500 6450 2/22 50.700 5070 1380 21% 18 short PVN 02/08/02 3000 4.150 12450 2/8 4.480 13440 990 8% 0 long PVN 02/08/02 2000 4.150 8300 2/8 4.600 9200 900 11% 0 long PVN 02/08/02 3000 4.020 12060 2/13 4.570 13710 1650 14% 5 long PVN 02/08/02 2000 4.020 8040 3/4 4.400 8800 760 9% 24 long ROOM 03/20/02 100 69.510 6951 3/26 62.400 6240 711 10% 6 short ROOM 03/20/02 50 69.510 3476 3/27 57.000 2850 626 18% 7 short SUNW 02/07/02 1000 9.260 9260 2/11 9.850 9850 590 6% 4 long SUNW 02/19/02 2000 8.510 17020 2/25 8.780 17560 540 3% 6 long SUNW 01/29/02 500 10.650 5325 3/7 9.380 4690 -635 -12% 37 long SUNW 02/01/02 500 10.170 5085 3/7 9.380 4690 -395 -8% 34 long SUNW 03/20/02 2000 8.590 17180 3/28 8.890 17780 600 3% 8 long TASR 01/10/02 500 18.600 9300 2/21 16.650 8325 975 10% 42 short VTSS 02/26/02 500 7.470 3735 3/4 8.080 4040 305 8% 6 long VTSS 02/26/02 500 7.470 3735 3/4 8.500 4250 515 14% 6 long WAK 01/24/02 500 28.000 14000 2/8 27.750 13875 125 1% 15 short WAK 02/01/02 400 31.000 12400 3/12 33.150 13260 -860 -7% 39 short WCOM 02/05/02 500 7.660 3830 2/11 8.360 4180 350 9% 6 long WCOM 02/14/02 1000 7.080 7080 3/1 7.700 7700 620 9% 15 long WCOM 01/29/02 500 10.000 5000 3/4 8.280 4140 -860 -17% 34 long WCOM 02/04/02 1000 8.900 8900 3/4 8.280 8280 -620 -7% 28 long WMT 01/24/02 400 59.500 23800 1/25 58.100 23240 560 2% 1 short Q1 Total 501868 493284 23863 5% 16 42% long, 58% short ANN 01/15/02 500 35.650 17825 6/4 26.800 13400 4425 25% 140 short ANN 02/22/02 500 40.200 20100 6/4 26.800 13400 6700 33% 102 short AOL 04/03/02 400 23.300 9320 4/9 23.300 9320 0 0% 6 long AOL 03/21/02 400 24.500 9800 6/4 17.070 6828 -2972 -30% 75 long AOL 04/08/02 400 21.520 8608 6/4 17.070 6828 -1780 -21% 57 long EBAY 06/17/02 200 62.710 12542 6/18 62.140 12428 114 1% 1 short EBAY 06/18/02 200 63.870 12774 6/20 60.300 12060 714 6% 2 short KKD 03/25/02 300 41.900 12570 4/3 39.400 11820 750 6% 9 short KRB 06/20/02 500 33.020 16510 6/28 34.050 17025 515 3% 8 long MIK 03/25/02 300 38.200 11460 4/3 35.420 10626 834 7% 9 short NVR 01/28/02 100 225.000 22500 6/4 316.000 31600 -9100 -40% 127 short NVR 01/29/02 100 238.000 23800 6/4 316.000 31600 -7800 -33% 126 short NVR 02/04/02 100 248.000 24800 6/4 316.000 31600 -6800 -27% 120 short NVR 02/04/02 50 261.000 13050 6/4 316.000 15800 -2750 -21% 120 short NVR 03/22/02 25 282.000 7050 6/4 316.000 7900 -850 -12% 74 short NVR 03/22/02 25 291.000 7275 6/4 316.000 7900 -625 -9% 74 short NVR 03/26/02 25 315.000 7875 6/4 316.000 7900 -25 0% 70 short ORCL 06/20/02 1000 8.240 8240 6/24 8.740 8740 500 6% 4 long PER 06/05/02 2000 14.000 28000 6/5 14.200 28400 400 1% 0 long PER 06/05/02 1000 13.200 13200 6/7 13.280 13280 80 1% 31 long PNRA 03/19/02 200 63.550 12710 4/3 61.610 12322 388 3% 15 short QQQ 06/04/02 1000 28.680 28680 6/17 28.680 28680 0 0% 13 long QQQ 06/21/02 500 26.120 13060 6/28 26.480 13240 180 1% 7 long ROOM 03/20/02 50 69.510 3476 4/3 56.900 2845 631 18% 14 short TSCO 06/18/02 200 72.200 14440 6/26 68.500 13700 740 5% 8 short TYC 06/07/02 500 10.300 5150 6/12 13.110 6555 1405 27% 5 long TYC 06/06/02 500 14.850 7425 6/18 14.850 7425 0 0% 12 long TYC 06/07/02 200 9.610 1922 6/19 14.950 2990 1068 56% 12 long TYC 06/07/02 200 9.610 1922 6/19 15.520 3104 1182 61% 12 long TYC 06/07/02 200 9.610 1922 6/20 16.200 3240 1318 69% 13 long WFMI 03/19/02 200 45.800 9160 4/2 44.960 8992 168 2% 14 short WFMI 03/20/02 300 47.400 14220 4/3 44.250 13275 945 7% 14 short Q2 Total 401386 414823 -9646 -2% 40 44% long, 56% short YTD Total 903253 908107 14218 2% 25 43% long, 57% short Sue ANAD 01/03/02 2000 15.940 31880 1/15 12.720 25440 -6440 -20% 12 long GLW 01/15/02 5000 9.650 48250 2/16 8.990 44950 -3300 -7% 32 long RAD 01/10/02 4000 2.930 11720 1/11 3.090 12360 640 5% 1 long RAD 01/10/02 4000 3.140 12560 1/11 3.090 12360 -200 -2% 1 long WCOM 02/04/02 2000 7.990 15980 2/4 7.900 15800 -180 -1% 0 long Q1 Total 120390 110910 -9480 -8% 9 100% long ANAD 01/03/02 2000 15.270 30540 5/23 10.960 21920 -8620 -28% 140 long CSCO 04/24/02 2000 14.720 29440 5/10 15.360 30720 1280 4% 16 long CSCO 05/09/02 2000 15.720 31440 5/10 15.360 30720 -720 -2% 1 long EMC 05/13/02 4000 7.610 30440 5/21 7.700 30800 360 1% 8 long JDSU 05/13/02 5000 3.700 18500 5/17 4.450 22250 3750 20% 54 long MSCC 04/30/02 2000 12.950 25900 5/10 13.300 26600 700 3% 10 long MSCC 05/09/02 2000 14.300 28600 5/10 13.300 26600 -2000 -7% 1 long RRI 05/21/02 4000 8.360 33440 5/28 9.950 39800 6360 19% 7 long Q2 Total 228300 229410 1110 0% 30 100% long YTD Total 348690 340320 -8370 -2% 22 100% long Portfolio Total Q1 Total 2533686 2519396 31537 1% 23.3 72% long, 28% short Q2 Total 1621921 1510726 -134278 -8% 46.6 80% long, 20% short YTD Total 4155607 4030122 -102741 -2% 32.9 75% long, 25% short

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