18-May-2011 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
AM	Printing and Publishing	LONG	23.48	1.73	HOLD
BGFV	Retail (Specialty)	LONG	9.56	-0.21	SELL
BR	Misc. Financial Services	LONG	22.48	0.22	HOLD
BTH	Personal and Household Prods.	LONG	44.99	2.95	HOLD
CBR	Software and Programming	LONG	6.16	3.01	HOLD
CENT	Personal and Household Prods.	LONG	10.30	0.19	BUY
CQB	Crops	LONG	14.61	0.97	HOLD
DDIC	Electronic Instr. and Controls	LONG	9.29	4.62	HOLD
ELY	Recreational Products	LONG	6.94	1.61	BUY
EPAX	Personal Services	LONG	9.74	0.10	HOLD
HRB	Personal Services	LONG	16.49	2.74	HOLD
HZO	Retail (Specialty)	LONG	8.72	0.11	HOLD
KNSY	Medical Equipment and Supplies	LONG	24.19	2.33	HOLD
OPLK	Communications Equipment	LONG	18.14	3.60	SELL
PACR	Misc. Transportation	LONG	5.30	-0.93	SELL
TPC	Construction Services	LONG	20.48	1.74	HOLD
PLAB	Semiconductors	LONG	9.40	4.91	SELL
RBCN	Semiconductors	LONG	23.79	3.80	HOLD
RSYS	Computer Hardware	LONG	8.37	1.45	HOLD
SMG	Chemical Manufacturing	LONG	57.08	0.37	BUY
SMRT	Retail (Apparel)	LONG	10.06	6.46	BUY
SPY	Misc. Financial Services	SHORT	134.36	0.89	HOLD
STEC	Computer Storage Devices	LONG	15.01	3.30	HOLD
UCTT	Semiconductors	LONG	10.85	4.33	HOLD
VLO	Oil and Gas Operations	LONG	26.58	2.63	HOLD
WMAR	Retail (Specialty)	LONG	10.31	-0.10	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				2.06
SHORTS				0.89
TOTAL				1.17
S&P 500				0.88
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO
Portfolio	-0.95	0.95	-3.61	-1.00
S&P 500	1.57	0.74	-4.78	2.11