Market Cap $679.53MM GY manufactures aerospace and defense products and systems in the United States. It operates through two segments, Aerospace and Defense, and Real Estate. The Aerospace and Defense segment manufactures defense systems products, which include liquid, solid, and air-breathing propulsion for strategic and tactical missiles; precision strike missiles. Total Revenue is $668.70MM with 15% Qtrly Revenue Growth (YOY), Short Position of 11.5% -- Near its 52-week low. May be a takeover target from BA, LMT or any other aerospace company. Sowood owned 2,992,400 Million Shares

Market Cap $278.33MM TLCV an eye care services company, provides eye doctors with facilities, technologies, and staffing support needed to deliver patient care in the United States and Canada. Near its 52-week low TLCV has Revenue of $287.44MM with $23MM in debt. The company also has a book value of 3.24. If this company expanded into Asia it could double. Sowood owns 5,581,368 Million Shares

MGAM is a supplier of central-determinant driven online gaming systems and as a provider of linked, interactive electronic gaming systems, and content to place gaming systems and terminals in the Native American, charity, video lottery, and other domestic and international gaming markets. Short Position of 19%; Book Value of $6.02 I dont like the balance sheet here. I would pass on this one Sowood owned 2,297,284 Million Shares

GLTA provides Internet Protocol (IP)-based digital satellite communication and networking products and services worldwide. Mgmt seems really bad; book value of $5.5, I would pass on this one. Sowwod owned 2,440,000 Million Shares

IPHS specialty phosphates in the United States, Canada, and Mexico. Its products include specialty salts, which are used in food, beverage, and pharmaceutical applications; specialty acids that are used in industrial applications, such as asphalt modification and petrochemical catalysis; technical sodium tripolyphosphate, which is used in detergent applications, such as automatic dishwashing, commercial/industrial detergents, and home laundry detergents; and other products, such as phosphate fertilizers that are used as co-products of manufacturing purified phosphoric acid; which has been in a total bull market. Market Cap of $260.63MM yet total revenue is $548.14MM ( total debt of 400MM though)-- Short position of 7% With the whole phosphate sector booming (POT and THN) IPHS seems like a good small cap to own. Sowood owned 850,000 shares

DIO engages in the development and commercialization of minimally invasive medical procedures that employ its laser technologies and associated disposable products. It offers endovenous laser treatment (EVLT), a minimally invasive laser procedure for the treatment of varicose veins caused by greater saphenous vein reflux. Great baby boomer play. People hate varicose veins as they look ugly and nasty etc. Great small cap play. Down 32% for the year so something has to be up; it seems as though their books are horrible. Sowood owned 1,900,000 Million Shares

OCCX provides treatments for eye diseases. Its treatments primarily include age-related macular degeneration and glaucoma. It seems that Sowood thinks this was going to be a good sector as they also owned TLCV. Another horrible balance sheet but book value of $1.25 Sowood owned 3,648,649 Million Shares

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