02-Aug-2013 Daily performance

SYMBOL	INDUSTRY	POSITION	PRICE	DAY CHANGE(%)	ACTIONS
BAC	SandLs/Savings Banks	SHORT	14.84	-0.74	HOLD
BHP		SHORT	63.48	-0.20	HOLD
BLT		LONG	13.04	-2.25	HOLD
BLX		SHORT	25.50	-0.43	HOLD
BPOP	Regional Banks	SHORT	33.31	0.33	HOLD
BZ		LONG	9.22	-0.43	HOLD
C		SHORT	53.00	0.26	HOLD
CEF		SHORT	14.25	0.00	HOLD
CIT		SHORT	51.33	0.16	HOLD
DENN	Restaurants	LONG	5.78	1.23	HOLD
DEST		LONG	29.93	-1.19	HOLD
DF	Food Processing	LONG	11.25	1.63	HOLD
DRL		SHORT	24.19	0.04	HOLD
ESI		LONG	27.53	2.61	HOLD
FOE		LONG	6.84	1.63	HOLD
GLD		SHORT	126.35	-0.21	HOLD
GLP		LONG	38.20	0.00	HOLD
GPI	Retail (Specialty)	LONG	76.73	1.39	HOLD
HAYN		LONG	48.24	-0.39	HOLD
HBC		SHORT	57.94	1.12	HOLD
ISBC		SHORT	22.20	-0.22	HOLD
KMR		SHORT	80.05	-1.46	HOLD
KOP		LONG	38.48	-1.61	HOLD
KRNY		SHORT	10.56	-2.13	HOLD
LINE		SHORT	26.87	-0.44	HOLD
MT		SHORT	12.50	-0.24	HOLD
NP		LONG	39.39	-0.63	HOLD
NSH		SHORT	25.11	-0.52	HOLD
NSIT		LONG	22.08	0.82	HOLD
NVS		SHORT	72.73	1.04	HOLD
OMX	Office Supplies	LONG	11.50	0.00	HOLD
OZM		SHORT	11.39	-0.87	HOLD
PBY		LONG	12.94	1.97	HOLD
RJET		LONG	13.85	1.32	HOLD
SAFM		LONG	72.07	0.21	HOLD
SAIA		LONG	31.60	1.09	HOLD
SLV	Misc. Financial Services	SHORT	19.13	0.84	HOLD
STRA		LONG	44.80	-1.26	HOLD
TECD		LONG	52.86	0.02	HOLD
TFSL		SHORT	12.30	2.50	HOLD
TKC	Communications Services	SHORT	14.93	2.26	HOLD
USB	Regional Banks	SHORT	37.77	0.29	HOLD
VALE		SHORT	13.75	0.51	HOLD
VLY		SHORT	10.59	-0.56	HOLD
WNR		LONG	30.62	-1.86	HOLD
TODAY SUMMARY				GAINS(%)
LONGS				0.20
SHORTS				0.06
TOTAL				0.15
S&P 500				0.17
Since 10-Mar-2011	GAINS(%)	STD	MAX. FALL	SHARPE RATIO	CALMAR RATIO
Portfolio	-12.04	10.41	-39.45	-0.49	-0.13
S&P 500	36.07	5.22	-18.61	2.60	0.73