19-May-2011 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
AM	Printing and Publishing	LONG	23.41	-0.30	HOLD
AZN	Biotechnology and Drugs	LONG	51.99	0.58	BUY
BR	Misc. Financial Services	LONG	22.71	1.02	HOLD
BTH	Personal and Household Prods.	LONG	45.42	0.96	HOLD
CBR	Software and Programming	LONG	6.09	-1.14	HOLD
CECO		LONG	22.13	0.29	BUY
CENT	Personal and Household Prods.	LONG	10.19	-1.07	HOLD
CQB	Crops	LONG	14.51	-0.68	HOLD
DDIC	Electronic Instr. and Controls	LONG	9.11	-1.88	SELL
ELY	Recreational Products	LONG	6.83	-1.59	HOLD
EPAX	Personal Services	LONG	9.73	-0.10	HOLD
ESI	Schools	LONG	69.75	0.49	BUY
FDP	Crops	LONG	27.16	0.59	BUY
HRB	Personal Services	LONG	16.36	-0.79	HOLD
HZO	Retail (Specialty)	LONG	8.78	0.69	SELL
KNSY	Medical Equipment and Supplies	LONG	24.49	1.24	SELL
MDF	Healthcare Facilities	LONG	4.82	1.05	BUY
TPC	Construction Services	LONG	20.34	-0.68	HOLD
RBCN	Semiconductors	LONG	23.37	-1.77	SELL
RSYS	Computer Hardware	LONG	8.26	-1.31	SELL
SMG	Chemical Manufacturing	LONG	57.47	0.68	HOLD
SMRT	Retail (Apparel)	LONG	10.29	2.29	HOLD
SPY	Misc. Financial Services	SHORT	134.68	0.24	HOLD
STEC	Computer Storage Devices	LONG	14.73	-1.90	HOLD
UCTT	Semiconductors	LONG	10.53	-2.95	SELL
VLO	Oil and Gas Operations	LONG	26.51	-0.26	HOLD
WMAR	Retail (Specialty)	LONG	10.31	0.00	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				-0.45
SHORTS				0.24
TOTAL				-0.69
S&P 500				0.22
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO
Portfolio	-1.84	0.94	-3.61	-1.95
S&P 500	1.79	0.73	-4.78	2.43