INDUSTRIAL MATERIALS AND SERVICES

CONSUMER PRODUCTS AND SERVICES

Consumer Products
Arctic Cat (ACAT)
Bare Escentuals (BARE)
Callaway Golf Company (ELY)
Elizabeth Arden (RDEN)
Helen of Troy Limited (HELE)
Herbalife Ltd. (HLF)
Inter Parfums, Inc. (IPAR)
Marine Products (MPX)
Nautilus (NLS)
NBTY (NTY)
Nu Skin Enterprises (NUS)
Parlux Fragrances (PARL)
Polaris Industries (PII)
Smith & Wesson (SWHC)
Sotheby's Holdings (BID)
USANA Health Sciences (USNA)

Entertainment Retail
Blockbuster (BBI)
GameStop (GME)
Trans World Entertainment (TWMC)

Footwear and Apparel
Crocs (CROX)
Deckers Outdoor (DECK)
DSW (DSW)
Perry Ellis International (PERY)
Phillips-Van Heusen (PVH)
Phoenix Footwear Group (PXG)
Quiksilver (ZQK)
Shoe Pavilion (SHOE)
SKECHERS USA (SKX)
Steven Madden (SHOO)
True Religion Apparel (TRLG)
Volcom (VLCM)
Wolverine World Wide (WWW)

Internet Retailing
Akamai Technologies (AKAM)
Limelight Networks (LLNW)
Netflix (NFLX)
PetMed Express (PETS)

Restaurants
BJ's Restaurants (BJRI)
California Pizza Kitchen
Cheesecake Factory (CAKE)
CKE Restaurants (CKR)
Cosi (COSI)
Denny's (DENN)
Jack in the Box (JBX)
Jamba (JMBA)
Kona Grill (KONA)
Peet's Coffee & Tea (PEET)
PF Chang's China Bistro

Specialty Retail - Hardlines
99 Cents Only Stores (NDN)
A.C. Moore Arts & Crafts (ACMR)
Big Lots (BIG)
Cost Plus (CPWM)
Dollar Tree Stores (DLTR)
Fred's (FRED)
PetSmart (PETM)
Pier 1 Imports (PIR)
Pool (POOL)
Select Comfort (SCSS)
Tempur-Pedic International (TPX)
Tractor Supply Company (TSCO)
Williams-Sonoma (WSM)

Specialty Retail - Softlines
Aeropostale (ARO)
AnnTaylor Stores (ANN)
Bebe Stores (BEBE)
Casual Male Retail Group (CMRG)
Charlotte Russe Holding (CHIC)
Guess? (GES)
Gymboree (GYMB)
J.Crew Group (JCG)
Men's Wearhouse (MW)
Pacific Sunwear of California (PSUN)
The Children's Place Retail Stores (PLCM)
The Talbots (TLB)
Urban Outfitters (URBN)
Zumiez Inc. (ZUMZ)

Specialty Retail - Sporting Goods
Big 5 Sporting Goods (BGFV)
Dick's Sporting Goods (DKS)
Hibbett Sporting Goods (HIBB)
Sport Chalet (SPCH)

Interactive Entertainment: Toys
Hasbro (HAS)
JAKKS Pacific (JAKK)
LeapFrog Enterprises (LF)
Mattel (MAT)
RC2 (RCRC)

NEW MEDIA/ENTERTAINMENT

Entertainment Software
Activision (ATVI)
Atari (ATAR)
Callidus Software (CALD)
Concur Technologies (CNQR)
Electronic Arts (ERTS)
Majesco Entertainment Company (COOL)
Midway Games (MWY)
Nintendo (NTDOY.US)
Take-Two Interactive Software (TTWO)
THQ (THQI)
UBISOFT Entertainment (UBI.FP)

Internet Advertising/Media
Travelzoo (TZOO)

Media
Cinemark Holdings (CNK)
Regal Entertainment Group (RGC)

TECHNOLOGY

Enterprise Software
Blackboard (BBBB)
DemandTec (DMAN)
Fair Isaac (FIC)
Informatica (INFA)
IONA Technologies PLC (IONA)
Kenexa (KNXA)
MicroStrategy (MSTR)
Saba Software (SABA)
Salesforce.com (CRM)
SAP AG (SAP)
SuccessFactors (SFSF)
SumTotal Systems (SUMT)
Taleo (TLEO)
Ultimate Software (ULTI)

Next Generation Energy
Evergreen Solar (ESLR)
First Solar (FSLR)
SunPower Corporation

Transaction Processing and Hardware
ACI Worldwide (ACIW)
CyberSource (CYBS)
Diebold (DBD)
Fundtech (FNDT)
Hypercom (HYC)
Jack Henry & Associates (JKHY)
Micros Systems (MCRS)
NCR (NCR)
Qualstar (QBAK)
Radiant Systems (RADS)
VeriFone (PAY)

Semiconductors
Advanced Micro Devices Inc. (AMD)
Intel Corp. (INTC)
Intersil (ISIL)
Jazz Technologies (JAZ)
Microsemi (MSCC)
Monolithic Power Systems (MPWR)
NVIDIA Corp. (NVDA)
O2Micro International Ltd. (OIIM)
ON Semiconductor (ONNN)
Volterra Semiconductor (VLTR)

Telecommunications Equipment
Blue Coat Systems (BCSI)
Extreme Networks (EXTR)
F5 Networks (FFIV)
Foundry Networks (FDRY)
Netgear (NTGR)
NetScout (NTCT)
Plantronics (PLT)
Radvision Ltd. (RVSN)
Radware Ltd. (RDWR)
Riverbed Technology (RVBD)
ShoreTel (SHOR)

Telecommunications Software
Amdocs Ltd. (DOX)
Comverse Technology (CMVT)
Convergys (CVG)
CSG Systems International (CSGS)
Intervoice (INTV)
NeuStar (NSR)
Nuance Communications (NUAN)
Openwave Systems (OPWV)
Polycom (PLCM)
Synchronoss (SNCR)
Syniverse (SVR)
TeleCommunication Systems (TSYS)
Ulticom (ULCM)
VeriSign (VRSN)

Wireless Equipment
LoJack Corporation (LOJN)
Trimble Navigation (TRMB)
Garmin International (GRMN)