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

2-15-12

long LVS 52.47 (small)
long DCIX 7.09
sold PETM 54.05
long NFLX 125 (small - tight stop)
sold half PCLN 569.27

2-13-12

Long PCLN 564.62
Long PETM 54.48

2-11-12

Feb 7 - sold 1/2 ALXN at 79.13
Feb 9 - stopped remainder ALXN at 77.90
Feb 8 - sold 64% of JAZZ at 49.75
Feb 10 - stopped remainder JAZZ 48.06

2-6-12

stopped MON 80.98
JAZZ working nicely

1-31-12

long some more MON 82.75
long ALXN 76.38
sold some JAZZ 46

1-30-12

long MON 81.50
went long JAZZ Friday avg now 48.3 - too many watching - will probably sell
went long TLLP last Friday at 33
stopped ZQK 4.31 last week
stopped AAPL today at 449
stopped X at 29

still liking the long side