07-Jun-2011 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
AZN	Biotechnology and Drugs	LONG	52.12	1.34	HOLD
CBR	Software and Programming	LONG	5.51	2.04	HOLD
CQB	Crops	LONG	13.21	-2.87	HOLD
CROX	Footwear	LONG	21.83	1.44	HOLD
CVI	Oil and Gas Operations	LONG	20.92	4.24	HOLD
DEST	Retail (Apparel)	LONG	16.83	-0.59	HOLD
DIOD	Semiconductors	LONG	28.03	2.00	HOLD
FRED	Retail (Department and Discount)	LONG	14.22	1.43	HOLD
IXYS	Semiconductors	LONG	13.12	1.55	HOLD
JJSF	Food Processing	LONG	48.30	0.42	HOLD
LTXC	Semiconductors	LONG	8.59	-2.83	HOLD
LYTS	Furniture and Fixtures	LONG	7.29	0.41	HOLD
MDF	Healthcare Facilities	LONG	4.64	3.80	HOLD
RSYS	Computer Hardware	LONG	8.10	0.87	HOLD
SOLR	Semiconductors	LONG	12.86	1.78	HOLD
SPA		LONG	9.55	-0.10	HOLD
SPY	Misc. Financial Services	SHORT	128.96	-0.07	HOLD
STMP	Retail (Catalog and Mail Order)	LONG	12.08	1.85	HOLD
SWM	Paper and Paper Products	LONG	51.50	1.20	HOLD
TICC	Misc. Financial Services	LONG	10.02	1.11	HOLD
WSTL	Communications Equipment	LONG	3.61	0.28	HOLD
ZEUS	Misc. Fabricated Products	LONG	27.71	1.61	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				1.00
SHORTS				-0.07
TOTAL				1.06
S&P 500				-0.10
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO
Portfolio	1.97	0.86	-2.35	2.29
S&P 500	-2.66	0.76	-4.78	-3.48