Funds owning Big Winners

TRANSMETA (TMTA) SHARES MORE THAN DOUBLE ON SETTLEMENT WITH INTEL 10/24/2007

2007-10-25T01:56:00Z

TMTA SEC FILINGS http://livermore.brand.edgar-online.com/?sym=tmta

TMTA 8-k http://livermore.brand.edgar-online.com/fetchFilingFrameset.aspx?FilingID=5491428&Type=HTML

FUNDS WHO OWN TMTA

Company Name	Shares Held	Change in Shares	% Change Shares	$ Market Value	% of Portfolio	% of TSO	Report Date
JDS CAPITAL MANAGEMENT INC	250,000	50,000	25.00	$1,045,000	0.84	2.49	12/31/06
VANGUARD GROUP INC	139,109	(5,312)	-3.68	$581,476	0.00	1.39	06/30/07
PEQUOT CAPITAL MANAGEMENT INC	138,330	0	0.00	$578,219	0.01	1.38	06/30/07
ARTIS CAPITAL MANAGEMENT, L.P.	117,286	(15,000)	-11.34	$490,255	0.02	1.17	06/30/07
BARCLAYS GLOBAL INVESTORS NA /CA/	97,709	(244,352)	-71.44	$408,424	0.00	0.98	06/30/07
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	27,635	0	0.00	$115,514	0.00	0.28	06/30/07
CREDIT SUISSE	26,845	(2,000)	-6.93	$112,212	0.00	0.27	06/30/07
NORTHERN TRUST CORP	17,531	(47,774)	-73.16	$73,280	0.00	0.17	06/30/07
CITIGROUP INC	14,824	14,020	1,743.78	$61,964	0.00	0.15	06/30/07
MELLON FINANCIAL CORP	14,421	2,852	24.65	$60,280	0.00	0.14	12/31/06
STATE STREET CORP	13,541	(132,705)	-90.74	$56,601	0.00	0.14	06/30/07
DIMENSIONAL FUND ADVISORS INC	13,215	(95)	-0.71	$55,239	0.00	0.13	06/30/07
FMR LLC	12,125	0	0.00	$50,683	0.00	0.12	06/30/07
DEUTSCHE BANK AG\	8,163	6,473	383.02	$34,121	0.00	0.08	06/30/07
PRICE T ROWE ASSOCIATES INC /MD/	7,465	(730)	-8.91	$31,204	0.00	0.07	06/30/07
MORGAN STANLEY	5,341	1,837	52.43	$22,325	0.00	0.05	06/30/07
CARL DOMINO INC	5,000	(550)	-9.91	$20,900	0.01	0.05	06/30/07
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,805	0	0.00	$20,085	0.00	0.05	09/30/07
D. E. SHAW & CO., INC.	4,632	(9,181)	-66.47	$19,362	0.00	0.05	03/31/07
FORTRESS INVESTMENT GROUP LLC	4,094	4,094	100.00	$17,113	0.00	0.04	06/30/07
GOLDMAN SACHS GROUP INC/	2,637	(4,719)	-64.15	$11,023	0.00	0.03	06/30/07
CREDIT SUISSE/	1,167	(19,725)	-94.41	$4,878	0.00	0.01	06/30/07
MERRILL LYNCH & CO INC	1,153	(478)	-29.31	$4,820	0.00	0.01	06/30/07
CITADEL L P	1,132	(3,876)	-77.40	$4,732	0.00	0.01	06/30/07
BARCLAYS PLC	860	500	138.89	$3,595	0.00	0.01	06/30/07

WASTE INDUSTRIES USA (WWIN) UP SHARPLY ON TAKEOVER BID 10/23/2007

2007-10-23T17:06:00Z

WWIN SEC FILINGS http://livermore.brand.edgar-online.com/?sym=wwin

FUNDS WHO OWN WWIN

Company Name	Shares Held	Change in Shares	% Change Shares	$ Market Value	% of Portfolio	% of TSO	Report Date
BARCLAYS GLOBAL INVESTORS NA /CA/	591,593	(104,123)	-14.97	$16,842,653	0.00	4.19	06/30/07
BEAR STEARNS ASSET MANAGEMENT INC	584,977	44,723	8.28	$16,654,295	0.09	4.15	06/30/07
DIMENSIONAL FUND ADVISORS INC	547,673	(127,981)	-18.94	$15,592,250	0.02	3.88	06/30/07
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT	520,722	(10,863)	-2.04	$14,824,955	2.60	3.69	06/30/07
AXA	464,947	(15,694)	-3.27	$13,237,041	0.00	3.30	06/30/07
CADENCE CAPITAL MANAGEMENT LLC	288,535	(19,460)	-6.32	$8,214,591	0.11	2.04	06/30/07
VANGUARD GROUP INC	208,646	58,123	38.61	$5,940,152	0.00	1.48	06/30/07
CORBYN INVESTMENT MANAGEMENT INC/MD	174,391	0	0.00	$4,964,912	1.80	1.24	06/30/07
BRIDGEWAY CAPITAL MANAGEMENT INC	162,700	0	0.00	$4,632,069	0.09	1.15	06/30/07
GOLDMAN SACHS GROUP INC/	143,792	(1,083)	-0.75	$4,093,758	0.00	1.02	06/30/07
MESIROW FINANCIAL INVESTMENT MANAGEMENT	133,995	0	0.00	$3,814,838	0.33	0.95	06/30/07
MARTINGALE ASSET MANAGEMENT L P	124,213	6,800	5.79	$3,536,344	0.08	0.88	06/30/07
LORD ABBETT & CO LLC	100,353	35,400	54.50	$2,857,050	0.00	0.71	06/30/07
INVESCO PLC/LONDON/	97,168	76,689	374.48	$2,766,373	0.00	0.69	06/30/07
REICH & TANG ASSET MANAGEMENT LP	89,800	(4,600)	-4.87	$2,556,606	0.23	0.64	06/30/07
DUNCAN HURST CAPITAL MANAGEMENT LP	82,860	8,460	11.37	$2,359,024	0.41	0.59	06/30/07
LSV ASSET MANAGEMENT	76,165	0	0.00	$2,168,418	0.01	0.54	06/30/07
STATE STREET CORP	75,959	(14,983)	-16.48	$2,162,553	0.00	0.54	06/30/07
NORTHERN TRUST CORP	69,138	(16,451)	-19.22	$1,968,359	0.00	0.49	06/30/07
HIGHBRIDGE CAPITAL MANAGEMENT LLC	63,051	63,051	100.00	$1,795,062	0.01	0.45	06/30/07
MORGAN STANLEY	62,274	(45,272)	-42.10	$1,772,941	0.00	0.44	06/30/07
CALAMOS PARTNERS LLC	60,000	0	0.00	$1,708,200	1.26	0.43	06/30/07
OPPENHEIMER FUNDS INC	58,450	13,550	30.18	$1,664,072	0.00	0.41	09/30/07
TIAA CREF INVESTMENT MANAGEMENT LLC	57,071	(9,202)	-13.88	$1,624,811	0.00	0.40	06/30/07
RENAISSANCE TECHNOLOGIES CORP	55,400	55,400	100.00	$1,577,238	0.00	0.39	06/30/07

AP
Waste Industries USA Gets Takeover Offer
Tuesday October 23, 12:24 pm ET

Waste Industries USA Receives Takeover Offer From Group Led by Its Chairman and CEO

RALEIGH, N.C. (AP) -- Waste Industries USA Inc. said Tuesday it received a takeover offer of $36.75 per share from an investor group led by its chairman and chief executive, sending the company's stock to 52-week high.

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The deal would have a value of $518.2 million based on the 14.1 million outstanding shares the company had as of Aug. 9.

The group, which includes founder and Chairman Lonnie C. Poole Jr. and President and Chief Executive Jim W. Perry, currently owns about 51 percent of the regional solid waste services company's stock. The group also includes Macquarie Infrastructure Partners and Goldman Sachs.

Poole and Perry have agreed to oppose any competing offers, while supporting that of their own investor group. The group said the company would remain headquartered in Raleigh, N.C. following the completion of any transaction.

Waste Industries said it appointed a special committee comprised of independent directors to consider the offer. J.P. Morgan Securities Inc. is assisting with the assessment process, the company added.

A completion of the potential transaction would be subject to shareholder approval and other customary closing conditions.

Shares of Waste Industries USA gained $7.39, or 26 percent, to $35.86 in midday trading. The stock reached a 52-week high of $36.40 earlier in the session.

RADIATION THERPY (RTSX) UP 40%+ ON TAKEOVER 10/22/2007

2007-10-22T19:16:00Z

RISX SEC FILINGS http://livermore.brand.edgar-online.com/?sym=rtsx

FUNDS WHO OWN RTSX

Company Name	Shares Held	Change in Shares	% Change Shares	$ Market Value	% of Portfolio	% of TSO	Report Date
COPPER ROCK CAPITAL PARTNERS, LLC	1,446,990	252,875	21.18	$31,197,104	1.30	6.15	06/30/07
WADDELL & REED FINANCIAL INC	1,164,800	1,164,800	100.00	$25,113,088	0.08	4.95	06/30/07
JANUS CAPITAL MANAGEMENT LLC	1,006,184	28,270	2.89	$21,693,327	0.02	4.28	06/30/07
FRONTIER CAPITAL MANAGEMENT CO INC	720,528	(23,398)	-3.15	$15,534,584	0.25	3.06	06/30/07
WELLS FARGO & CO/MN	688,334	329,688	91.93	$14,840,481	0.02	2.93	06/30/07
PARADIGM CAPITAL MANAGEMENT INC/NY	595,900	595,900	100.00	$12,847,604	0.55	2.53	06/30/07
SKYSTONE ADVISORS LLC	539,753	140,398	35.16	$11,637,075	4.66	2.30	06/30/07
KENNEDY CAPITAL MANAGEMENT INC	521,513	411,153	372.56	$11,243,820	0.27	2.22	06/30/07
THOMSON HORSTMANN & BRYANT INC	519,900	438,400	537.91	$11,209,044	0.43	2.21	06/30/07
DIMENSIONAL FUND ADVISORS INC	513,472	6,900	1.36	$11,070,456	0.02	2.18	06/30/07
WELCH CAPITAL PARTNERS LLC/NY	512,701	150,100	41.40	$11,053,834	2.88	2.18	06/30/07
VANGUARD GROUP INC	512,213	51,212	11.11	$11,043,312	0.00	2.18	06/30/07
F&C ASSET MANAGEMENT PLC	486,488	130,170	36.53	$10,488,681	0.12	2.07	06/30/07
PILOT ROCK INVESTMENT PARTNERS GP LLC	450,000	450,000	100.00	$9,702,000	1.44	1.91	06/30/07
BARCLAYS GLOBAL INVESTORS NA /CA/	426,290	43,798	11.45	$9,190,812	0.00	1.81	06/30/07
NORTH POINTE CAPITAL LLC	402,602	108,592	36.93	$8,680,099	0.33	1.71	06/30/07
NORDEA INVESTMENT MANAGEMENT AB	365,800	7,600	2.12	$7,886,648	0.09	1.56	09/30/07
RENAISSANCE GROUP LLC	363,075	(35,904)	-9.00	$7,827,897	0.13	1.54	06/30/07
ENSO CAPITAL MANAGEMENT LLC	351,803	351,803	100.00	$7,584,873	2.84	1.50	06/30/07
HOLLENCREST SECURITIES LLC	324,324	0	0.00	$6,992,425	2.36	1.38	06/30/07
RCM CAPITAL MANAGEMENT LLC	277,430	(11,550)	-4.00	$5,981,391	0.04	1.18	06/30/07
AG ASSET MANAGEMENT LLC	274,350	(140,677)	-33.90	$5,914,986	0.26	1.17	06/30/07
EDEN CAPITAL MANAGEMENT PARTNERS LP	262,871	25,005	10.51	$5,667,499	2.90	1.12	06/30/07
DEUTSCHE BANK AG\	246,125	240,054	3,954.11	$5,306,455	0.00	1.05	06/30/07
SPRINGBANK VALUE PARTNERS LP	220,095	39,200	21.67	$4,745,248	4.91	0.94	06/30/07

Takeover Deal Boosts Radiation Therapy

By Elizabeth Trotta
Staff Reporter
10/22/2007 11:57 AM EDT
Click here for more stories by Elizabeth Trotta

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E*TRADE FINANCIAL	Charles Schwab
TD AMERITRADE	Fidelity Investments
Zecco.com	Global Forex

Radiation Therapy Services (RTSX - Cramer's Take - Stockpickr - Rating) shares surged more than 43% Monday on news the health care company has agreed to a $764 million buyout.

The Fort Myers, Fla.-based company said after Friday's market close that it agreed to be acquired by private equity firm Vestar Capital Partners for $32.50 a share.

The price represents a 51% premium to Radiation Therapy Services' Friday closing price of $21.56. The company said the deal is worth $1.1 billion including debt.

Radiation Therapy Services' board approved the merger agreement on the unanimous recommendation of a special committee of independent directors. The company's senior management own around 40% of the company's fully diluted shares and have pledged in the agreement to vote their shares in favor of the transaction. The deal is expected to close in the first quarter of 2008, subject to shareholder approval.

Radiation Therapy Services operates radiation treatment centers primarily under the name 21st Century Oncology, providing radiation therapy services to cancer patients.

Shares added $9.36 to $30.92 in recent trading.