01-May-2013 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
AHS	Business Services	LONG	13.10	-4.59	HOLD
ANDE	Crops	LONG	53.22	-2.38	HOLD
ATVI	Software and Programming	SHORT	14.74	-1.47	HOLD
BAC	SandLs/Savings Banks	SHORT	12.14	-1.38	HOLD
BAS		LONG	13.00	-5.32	HOLD
BBT	Regional Banks	SHORT	30.35	-1.36	HOLD
BCO		LONG	25.11	-5.28	HOLD
BHP	Metal Mining	SHORT	65.85	-2.04	HOLD
C	Money Center Banks	SHORT	45.87	-1.69	HOLD
CALM	Fish/Livestock	LONG	41.55	-2.65	HOLD
CEC		LONG	32.92	-1.35	HOLD
CEF		SHORT	16.71	-2.51	HOLD
CLR	Oil and Gas Operations	SHORT	77.47	-3.07	HOLD
DUK		SHORT	74.89	-0.41	HOLD
ESI		LONG	18.20	-0.60	HOLD
FOE		LONG	7.04	0.00	HOLD
GBX	Railroads	LONG	21.85	-3.15	HOLD
HBC		SHORT	54.80	-0.11	HOLD
ICFI		LONG	26.64	-1.73	HOLD
IMKTA		LONG	20.17	-5.39	HOLD
INWK	Printing Services	LONG	9.84	-2.28	HOLD
ISBC		SHORT	19.20	-3.03	HOLD
JBT		LONG	19.94	-3.86	HOLD
KMR	Oil Well Services and Equipment	SHORT	85.60	-3.02	HOLD
KRNY		SHORT	9.54	-3.15	HOLD
LINE		SHORT	38.34	-0.70	HOLD
MT	Iron and Steel	SHORT	12.29	-1.60	HOLD
MYE		LONG	14.08	-4.99	HOLD
NILE		LONG	32.68	0.15	HOLD
NR		LONG	10.58	0.76	HOLD
NVS		SHORT	73.66	-0.14	HOLD
O		SHORT	50.61	-0.71	HOLD
OMX	Office Supplies	LONG	11.26	-2.17	HOLD
ONB		SHORT	11.76	-3.45	HOLD
PBR	Oil and Gas - Integrated	SHORT	18.70	-2.35	HOLD
RJET		LONG	10.40	-7.06	HOLD
SAFM	Food Processing	LONG	60.69	-0.93	HOLD
SLV	Misc. Financial Services	SHORT	22.86	-2.56	HOLD
SPTN	Retail (Grocery)	LONG	16.12	-3.93	HOLD
STM	Semiconductors	SHORT	8.61	-0.81	HOLD
STRA		LONG	48.55	2.51	HOLD
TFSL		SHORT	10.82	-0.46	HOLD
TITN	Construction Services	LONG	22.02	-2.39	HOLD
TKC	Communications Services	SHORT	15.37	-1.60	HOLD
USB	Regional Banks	SHORT	32.81	-1.41	HOLD
USNA		LONG	54.93	-2.64	HOLD
VALE		SHORT	16.61	-2.81	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				-2.58
SHORTS				-1.74
TOTAL				-0.83
S&P 500				-0.88
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO	CALMAR RATIO
Portfolio	-25.37	7.59	-39.50	-1.67	-0.32
S&P 500	25.32	4.96	-18.61	2.22	0.59