Ken Heebner Stock Picks

Ken Heebner current portfolio Capital Growth Management L.P. ended Sept 30 submitted Nov 13, 2009

BOLD – BIG POSTION

AFLAC INC
AGNICO EAGLE MINES LTD
ALASKA AIR GROUP INC
ALEXANDRIA REAL ESTATE EQ
AMERICAN INTL GROUP INC
ANNALY CAP MGMT INC
APOLLO GROUP INC
APPLE INC
ASIAINFO HLDGS INC
AVIS BUDGET GROUP
BAIDU INC
BANCO BRADESCO S A
BANK OF AMERICA CORPORATI
BEST BUY INC
CVS CORP
CASUAL MALE RETAIL GRP IN
CHESAPEAKE ENERGY CORP
CHIMERA INVT CORP
CITIGROUP INC
COLGATE PALMOLIVE CO
CREDIT SUISSE GROUP
CUMMINS INC
DESARROLLADORA HOMEX S A
DEVELOPERS DIVERSIFIED RL
DIAMONDROCK HOSPITALITY C
DIGITAL RLTY TR INC
EOG RES INC
EXPRESS SCRIPTS INC
FEDERAL REALTY INVT TR
FEDEX CORP
FELCOR LODGING TR INC
FORD MTR CO DEL
FREEPORT-MCMORAN COPPER &
FUQI INTERNATIONAL INC
GAFISA S A
GOLDMAN SACHS GROUP INC
GOOGLE INC
GUESS INC
HARTFORD FINL SVCS GROUP
HATTERAS FINL CORP
HOST HOTELS & RESORTS INC
INTERNATIONAL BUSINESS MA
ITAU UNIBANCO HOLDING S. A.
JP MORGAN CHASE & CO
JOS A BANK CLOTHIERS INC
KOHLS CORP
LASALLE HOTEL PPTYS
MACERICH CO
MARRIOTT INTL INC NEW
MASTERCARD INC
METLIFE INC
MORGAN STANLEY
NVR INC
NIKE INC
ORACLE CORP
PERFECT WORLD CO LTD
PHILIP MORRIS INTL INC
PRUDENTIAL FINL INC
SL GREEN RLTY CORP
SCHLUMBERGER LTD
SIMON PPTY GROUP INC NEW
SOUTHERN COPPER CORP.
SOUTHWESTERN ENERGY CO
STARWOOD HOTELS&RESORTS W
STATE STR CORP
SUNSTONE HOTEL INVS INC N
TANGER FACTORY OUTLET CTR
TARGET CORP
TECH DATA CORP
TEXAS INSTRS INC
UNITED PARCEL SERVICE INC
UNITED THERAPEUTICS CORP
VALE S A
VENTAS INC
VORNADO RLTY TR
WELLPOINT INC.COM
ASSURED GUARANTY LTD