05-Jul-2013 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
ABM		LONG	24.59	1.36	HOLD
AHS		LONG	15.33	2.20	HOLD
BAC	SandLs/Savings Banks	SHORT	13.06	1.79	HOLD
BHP		SHORT	56.32	-0.46	HOLD
BLT		LONG	11.91	1.79	HOLD
BLX		SHORT	22.99	0.83	HOLD
BPOP	Regional Banks	SHORT	31.80	2.58	HOLD
C		SHORT	48.53	1.80	HOLD
CEF		SHORT	13.40	-3.11	HOLD
CIT		SHORT	48.60	1.23	HOLD
DENN	Restaurants	LONG	5.81	1.40	HOLD
DEST		LONG	26.55	1.37	HOLD
ESI		LONG	24.30	0.37	HOLD
FRED		LONG	16.12	1.96	HOLD
GLP		LONG	38.81	0.94	HOLD
GPI	Retail (Specialty)	LONG	66.12	1.26	HOLD
HBC		SHORT	53.61	2.70	HOLD
ICFI		LONG	32.40	-0.86	HOLD
INWK		LONG	11.15	-0.36	HOLD
ISBC		SHORT	22.42	3.37	HOLD
KMR		SHORT	84.25	0.00	HOLD
KNL	Furniture and Fixtures	LONG	14.75	2.57	HOLD
KOP		LONG	39.00	0.54	HOLD
KRNY		SHORT	10.89	3.81	HOLD
LINE		SHORT	23.45	2.90	HOLD
MT		SHORT	11.19	1.18	HOLD
NSH		SHORT	25.92	-0.35	HOLD
NSIT		LONG	19.11	3.02	HOLD
NVS		SHORT	70.72	0.00	HOLD
O		SHORT	42.66	-1.61	HOLD
ONB		SHORT	14.74	2.79	HOLD
OZM		SHORT	10.66	0.95	HOLD
PBR	Oil and Gas - Integrated	SHORT	12.25	-6.13	HOLD
PBY		LONG	11.85	1.72	HOLD
RJET		LONG	11.35	0.35	HOLD
SAFM		LONG	67.97	1.63	HOLD
SLV	Misc. Financial Services	SHORT	18.20	-4.31	HOLD
SPTN		LONG	19.39	1.04	HOLD
STRA		LONG	50.46	1.65	HOLD
TECD		LONG	48.67	2.31	HOLD
TFSL		SHORT	11.42	1.51	HOLD
TKC	Communications Services	SHORT	14.33	1.27	HOLD
USB	Regional Banks	SHORT	36.76	1.13	HOLD
USNA		LONG	73.99	1.04	HOLD
VALE		SHORT	12.63	-0.86	HOLD
VLY		SHORT	9.85	3.14	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				1.30
SHORTS				0.65
TOTAL				0.65
S&P 500				1.08
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO	CALMAR RATIO
Portfolio	27.34	25.52	-39.52	0.43	0.27
S&P 500	28.50	5.27	-18.61	2.14	0.61