3-14-12

SLD another 25% of UA 98.43
BOT (small) FAS 103.21
Short AMZN (small) 181.71 - looking for a bounce to add more

3-13-12

BOT CMI (small) 122.03
BOT EBAY 36.72
BOT RL 179.1
BOT SWI 38.91

3-12-12

stopped SBUX 15% of original size at 51
BOT ALXN 86.58

ALXN, UA, CHKP - working nice

3-9-12

stopped   TSCO         86.86
sold 22% SBUX         51.75
sold 33% HLF            69.25
sold 25% UA              94.89

3-7-12

BOT CHKP 59.07, HLF 66.42, SBUX 49.83, WFM 82.06
stopped TSCO and 84.5 and BOT back
added to UA 91.02

3-6-12

stopped IBM 198
stopped FAS 88.70
stopped another 25% UA 90.25

3-5-12

stopped LVS - will probably get back, but it needs a rest
sold 25% KORS - holding up nice, would like to see some consolidation
stopped 1/3 FAS
stopped MON

3-1-12

stopped rest of UBNT 25.4
Sold 35% of TSCO 86.95
BOT MON 80.07

2-29-12

SOLD 1/4 UA 88.77
SOLD another 1/3 UBNT 27.32
SOLD WFM 80.68

market still looks good, peeling some off just in case, will look to add to positions acting strong (UA, LVS)

2-28-12

SLD 1/3 UBNT 27.75
Stopped AMZN 180.89

2-27-12

covered 25% of AMZN
stopped PII 65.9
BOT FAS 91.42
stopped DCIX 6.72


TSCO, UBNT, UA working nice

2-24-12

long UA 84.65
short AMZN 178.85 (need a hedge just in case, plus this one looks like crap)

2-23-12

long the following:

WFM   81.74
PII        68.04
LKQX 32.99
KORS 42.70
VSI      44.22 (earning next Tues. I believe)
UBNT 25.48
TSCO 84.31
IBM    197.03

2-22-12

still long LVS and DCIX.

getting oversold, watching (stocks showing strength) and preparing for entries

2-16-12

stopped PCLN 565
stopped NFLX 121