WOW !! GOOD LUCK !!
2 ??'s
#1 - Why so many ? Many small mutual funds don't hold that many
#2 - What are you using for selection?
For what its worth I've rated your holdings as I see it as follows:
KEY ---> p= possible winner y = Yes, Good Pick yy= Excellent Pick
ATMI 100 @ 31.02 p
CARS 100 @ 39.00
CD 100 @ 21.22
DRE 100 @ 33.25
DRI 100 @ 34.18
KBAY 100 @ 22.46
SCI 100 @ 8.63
DCI 100 @ 32.52
MDP 100 @ 49.10
MDU 100 @ 30.40 p
MKTX 100 @ 10.62
NCC 100 @ 36.89
ORLY 100 @ 31.46 y
DD 100 @ 43.00
PSA 100 @ 64.55 p
PTV 100 @ 21.68
GTK 100 @ 29.30 p
GY 100 @ 19.96 p
ISLE 100 @ 27.91 y
CMN -100 @ 18.66
CUZ 100 @ 29.92
FNM 100 @ 55.05
GAS 100 @ 40.28
HIB -100 @ 34.06 y
IVIL -100 @ 6.03 p
AOC -100 @ 29.08 y
MTD 100 @ 50.50 p
APD -100 @ 60.43 y
SSFT -100 @ 4.43 yy
TQNT 100 @ 3.68
RD -100 @ 63.99
ANLY -100 @ 3.80
BJS -100 @ 62.18 yy
CRMT 100 @ 21.25
CBE -100 @ 63.76
LF -100 @ 13.03 y
R 100 @ 36.45
TPX 100 @ 17.67 yy
UMC -100 @ 3.65 p
WOOF -100 @ 23.61 yy
ABI -100 @ 21.13
ANN -100 @ 25.30 p
CRM -100 @ 24.27 yy
EPEX -100 @ 18.45 y
HOC -100 @ 48.50 yy
ISSX -100 @ 21.43 p
LNCR -100 @ 43.56 p
RBAK -100 @ 9.10 y
RCI -100 @ 46.95 p
RIO -100 @ 35.55 yy
SHPGY -100 @ 35.72 yy
Only holding I share with you presently is EPEX . I brought the breakout @ 15 a couple weeks ago but have now hedged with sale of 17 1/2 call options as I don't see real big upside short-term (I could be wrong on this, but I've locked up real nice profit).
I also trade RIO HOC & CRM