07-Apr-2011 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
MTL	Iron and Steel	LONG	30.72	-1.70	HOLD
MYL	Biotechnology and Drugs	LONG	23.24	0.17	HOLD
COHU	Semiconductors	LONG	15.45	-0.45	HOLD
MBT	Communications Services	LONG	21.42	0.47	HOLD
TSO	Oil and Gas Operations	LONG	26.68	-2.59	HOLD
GES	Retail (Apparel)	LONG	39.88	1.76	HOLD
FDML	Auto and Truck Parts	LONG	25.16	0.48	HOLD
JBL	Electronic Instr. and Controls	LONG	20.35	-0.29	HOLD
CCL	Recreational Activities	LONG	38.13	-1.80	HOLD
RIMM	Communications Equipment	LONG	55.13	-1.04	HOLD
MED	Biotechnology and Drugs	LONG	17.50	3.67	HOLD
CTB	Tires	LONG	25.02	-1.26	HOLD
CMC	Iron and Steel	LONG	17.35	-0.23	HOLD
NCT	Real Estate Operations	LONG	5.91	0.51	HOLD
BTH	Personal and Household Prods.	LONG	37.14	6.27	HOLD
CPY	Photography	LONG	22.23	-1.42	HOLD
FINL	Retail (Apparel)	LONG	20.50	1.69	HOLD
SPY	Misc. Financial Services	SHORT	133.32	-0.25	HOLD
SPY	Misc. Financial Services	SHORT	133.32	-0.25	HOLD
BBY	Retail (Technology)	LONG	29.99	0.81	HOLD
CAAS	Auto and Truck Parts	LONG	8.14	-2.75	HOLD
NVMI	Semiconductors	LONG	9.22	0.44	HOLD
DSGX	Computer Services	LONG	6.75	0.75	HOLD
WATG	Auto and Truck Parts	LONG	5.06	-1.17	HOLD
MR	Scientific and Technical Instr.	LONG	26.33	1.31	HOLD
SPY	Misc. Financial Services	SHORT	133.32	-0.25	HOLD
SPY	Misc. Financial Services	SHORT	133.32	-0.25	HOLD
APWR	Construction Services	LONG	4.39	3.78	HOLD
SMA	Medical Equipment and Supplies	LONG	9.99	2.25	HOLD
AIR	Aerospace and Defense	LONG	27.07	-1.24	HOLD
SPY	Misc. Financial Services	SHORT	133.32	-0.25	HOLD
ESLT	Aerospace and Defense	LONG	53.90	-1.53	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				0.25
SHORTS				-0.25
TOTAL				0.51
S&P 500				-0.15
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO
Portfolio	-1.25	0.76	-2.14	-1.65
S&P 500	1.02	0.88	-4.78	1.16