Added MPWR to the portfolio today.

In the meantime, a couple of positions look to be in trouble, namely IDIX and FOXH.

NRMX and NURO continue to do well.

CURRENT HOLDINGS (Gain/Loss since purchase)
ACAD(+22%), CBG(+25%), CONN(+61%), FOXH(+35%), HEP(+14%), IDIX(+6%), MPWR(+0) , NRMX(+19%), NURO(+173%), PRPX(+44%), RTSX(+51%), TRW(+18%), WSSI(+18%)