Current Stock Positions

I'm currently holding positions in the following stocks based on their strong fundamentals and recent market performance. I'll be reviewing each position every month to assess whether it's still worth holding. At any one time I plan to hold a maximum of 10 stocks, and will be rotating old ones out and new ones into the list periodically.

Ticker	Company Name
AXR	AMREP Corporation
CPS	Cohen & Steers Inc
CPA	Copa Holdings Sa
EZPW	EZCORP Inc
GES	Guess?, Inc
HMIN	Home Inns & Hotels Mgmt Inc
HRT	Arrhythmia Research Technology, Inc
ICE	Intercontinentalexchange Inc
KNOT	Knot Inc
SYX	Systemax Inc