03-May-2011 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
AIR	Aerospace and Defense	LONG	25.53	-1.43	HOLD
BGFV	Retail (Specialty)	LONG	11.77	-0.08	HOLD
CMRG	Retail (Apparel)	LONG	4.08	-1.45	HOLD
CORE	Retail (Grocery)	LONG	33.84	0.00	HOLD
DDIC	Electronic Instr. and Controls	LONG	9.12	-1.83	HOLD
DSPG	Semiconductors	LONG	7.90	0.25	HOLD
ELY	Recreational Products	LONG	6.86	-1.86	HOLD
HHGP	Business Services	LONG	5.50	-1.43	HOLD
JAKK	Recreational Products	LONG	20.44	0.59	HOLD
JOUT	Recreational Products	LONG	16.28	-1.21	HOLD
KNSY	Medical Equipment and Supplies	LONG	24.41	-1.29	HOLD
LYTS	Furniture and Fixtures	LONG	8.36	0.25	HOLD
PACR	Misc. Transportation	LONG	5.72	-2.14	HOLD
PETS	Retail (Drugs)	LONG	14.66	-0.54	HOLD
PLAB	Semiconductors	LONG	8.18	-1.56	HOLD
PRSC	Personal Services	LONG	14.25	-0.28	HOLD
RBCN	Semiconductors	LONG	27.34	-2.74	HOLD
RSYS	Computer Hardware	LONG	8.70	0.12	HOLD
SPY	Misc. Financial Services	SHORT	135.73	-0.36	HOLD
UCTT	Semiconductors	LONG	10.90	-2.24	HOLD
WGO	Mobile Homes and RVs	LONG	11.81	-1.34	HOLD
XRTX	Computer Storage Devices	LONG	9.74	-3.08	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				-1.11
SHORTS				-0.36
TOTAL				-0.75
S&P 500				-0.34
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO
Portfolio	-1.27	0.76	-2.01	-1.67
S&P 500	2.77	21781.37	-99.92	0.00