05-May-2011 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
BGFV	Retail (Specialty)	LONG	9.88	-3.61	HOLD
CMRG	Retail (Apparel)	LONG	4.06	2.01	HOLD
CORE	Retail (Grocery)	LONG	33.40	0.45	SELL
CPTS	Medical Equipment and Supplies	LONG	14.47	-2.69	BUY
DDIC	Electronic Instr. and Controls	LONG	9.02	0.00	HOLD
DSPG	Semiconductors	LONG	7.86	0.38	HOLD
ELY	Recreational Products	LONG	6.91	1.62	HOLD
ENZN	Biotechnology and Drugs	LONG	11.51	-0.17	BUY
HHGP	Business Services	LONG	5.21	-2.80	HOLD
IVAC	Computer Storage Devices	LONG	11.22	0.09	HOLD
JAKK	Recreational Products	LONG	20.20	-0.35	HOLD
JOUT	Recreational Products	LONG	16.29	1.62	SELL
KNSY	Medical Equipment and Supplies	LONG	24.44	0.78	HOLD
LYTS	Furniture and Fixtures	LONG	8.20	3.54	SELL
OPLK	Communications Equipment	LONG	18.28	1.44	BUY
PACR	Misc. Transportation	LONG	5.61	-0.71	HOLD
PETS	Retail (Drugs)	LONG	14.63	-1.01	HOLD
PLAB	Semiconductors	LONG	8.06	0.37	HOLD
PRM	Printing and Publishing	LONG	4.50	-0.66	BUY
PRSC	Personal Services	LONG	14.12	-1.26	HOLD
RBCN	Semiconductors	LONG	27.70	0.44	HOLD
RSYS	Computer Hardware	LONG	8.81	-1.34	HOLD
SPY	Misc. Financial Services	SHORT	133.61	-0.90	SHORT
UCTT	Semiconductors	LONG	10.86	-1.27	HOLD
WGO	Mobile Homes and RVs	LONG	11.89	1.54	HOLD
XRTX	Computer Storage Devices	LONG	9.61	-1.33	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				-0.04
SHORTS				-0.90
TOTAL				0.86
S&P 500				-0.91
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO
Portfolio	-1.33	0.77	-2.18	-1.74
S&P 500	1.14	0.77	-4.78	1.48