Tahithromos

Tahithromos as of March 31, 2011

Portfolio Holdings for Tahithromos

Tahithromos holds 37 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exide Technologies 10.5 $32M 2.9M 11.17
Williams Companies (WMB) 8.7 $27M 855k 31.18
Fuel Systems Solutions 7.2 $22M 734k 30.18
Seagate Technology Com Stk 6.7 $21M 1.4M 14.40
Rambus (RMBS) 6.4 $20M 994k 19.75
Materion Corporation (MTRN) 6.1 $19M 461k 40.80
Westport Innovations 6.0 $18M 835k 21.98
MIPS Technologies 5.5 $17M 1.6M 10.49
Om 5.4 $17M 455k 36.54
Houston American Energy Corporation 4.0 $12M 798k 15.41
Madison Square Garden 4.0 $12M 456k 26.99
Wabash National Corporation (WNC) 3.5 $11M 941k 11.58
EnerSys (ENS) 2.9 $8.8M 222k 39.75
MasTec (MTZ) 2.9 $8.8M 422k 20.80
Myr (MYRG) 2.6 $8.1M 338k 23.92
Maxwell Technologies 2.2 $6.7M 386k 17.29
Alpha & Omega Semiconductor (AOSL) 1.8 $5.4M 425k 12.69
Furniture Brands International 1.6 $4.9M 1.1M 4.55
Kronos Worldwide (KRO) 1.6 $4.9M 83k 58.45
Quanta Services (PWR) 1.4 $4.2M 186k 22.43
Cognizant Technology Solutions (CTSH) 1.3 $4.1M 50k 81.40
Clean Energy Fuels (CLNE) 1.2 $3.8M 233k 16.38
La-Z-Boy Incorporated (LZB) 1.1 $3.4M 354k 9.55
EOG Resources (EOG) 0.9 $2.9M 25k 118.50
Richardson Electronics (RELL) 0.7 $2.2M 164k 13.18
Solutia 0.6 $1.7M 69k 25.39
Insituform Technologies 0.5 $1.7M 62k 26.75
DOUBLE HULL TANKERS INC COM Stk 0.5 $1.7M 347k 4.81
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.5 $1.6M 17k 92.12
iShares Silver Trust (SLV) 0.4 $1.3M 36k 36.78
Cloud Peak Energy 0.3 $916k 43k 21.58
Eagle Rock Energy Partners L *w exp 05/15/201 0.3 $818k 204k 4.00
Broadwind Energy 0.2 $517k 394k 1.31
Forestar 0.1 $407k 21k 19.02
CECO Environmental (CECO) 0.1 $338k 57k 5.90
UTStar 0.1 $247k 105k 2.35
ArcelorMittal 0.1 $237k 52k 4.58