17-May-2013 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
ABM	Business Services	LONG	23.29	2.15	BUY
AHS	Business Services	LONG	14.22	1.72	HOLD
ATVI		SHORT	14.94	0.54	HOLD
BAC	SandLs/Savings Banks	SHORT	13.43	0.52	HOLD
BAS		LONG	13.92	-2.18	HOLD
BBT	Regional Banks	SHORT	32.55	1.15	HOLD
BCO		LONG	26.98	0.60	HOLD
BHP	Metal Mining	SHORT	67.66	0.99	HOLD
C	Money Center Banks	SHORT	51.45	1.66	HOLD
CEF		SHORT	15.23	-2.75	HOLD
CLR		SHORT	86.68	3.13	HOLD
DEST		LONG	25.28	1.28	HOLD
ESI		LONG	25.75	3.87	HOLD
GBX	Railroads	LONG	24.18	0.75	HOLD
GLP		LONG	37.30	1.08	HOLD
GPI	Retail (Specialty)	LONG	63.69	1.03	HOLD
HBC		SHORT	57.77	1.10	HOLD
HOTT		LONG	13.95	0.00	HOLD
ICFI		LONG	28.87	4.60	HOLD
IMKTA		LONG	21.56	1.03	HOLD
INWK		LONG	10.81	0.19	HOLD
ISBC		SHORT	20.07	0.35	HOLD
JBT		LONG	21.70	1.17	HOLD
KMR	Oil Well Services and Equipment	SHORT	86.22	0.12	HOLD
KOP		LONG	42.64	1.43	HOLD
KRNY		SHORT	10.38	0.29	HOLD
LINE		SHORT	35.13	-0.20	HOLD
MT		SHORT	12.90	3.45	HOLD
MYE		LONG	15.43	0.65	HOLD
NSH		SHORT	30.67	0.79	HOLD
NVS		SHORT	74.15	-1.15	HOLD
O		SHORT	55.09	2.00	HOLD
ONB		SHORT	13.32	2.38	HOLD
PBR	Oil and Gas - Integrated	SHORT	18.73	0.81	HOLD
RJET		LONG	10.96	0.92	HOLD
SAFM		LONG	64.65	-0.09	HOLD
SLV	Misc. Financial Services	SHORT	21.42	-2.41	HOLD
SPTN		LONG	17.17	-0.98	HOLD
STM		SHORT	9.44	2.61	HOLD
STRA		LONG	54.98	5.04	SELL
TECD		LONG	48.73	0.14	HOLD
TFSL		SHORT	11.15	1.00	HOLD
TITN	Construction Services	LONG	22.67	-0.22	HOLD
TKC	Communications Services	SHORT	16.24	0.06	HOLD
USB	Regional Banks	SHORT	34.67	1.05	HOLD
USNA		LONG	65.46	2.03	HOLD
VALE		SHORT	15.61	0.19	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				1.09
SHORTS				0.74
TOTAL				0.36
S&P 500				0.97
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO	CALMAR RATIO
Portfolio	3698653668352.20	1515469895495.74	-17.59	0.00	340576.15
S&P 500	32.20	5.05	-18.61	2.66	0.72