Not in love with today's development action; scaled out of worst performing longs and added to shorts...
Total Position: ~1.7-to-1 net-short, 70% invested
Currently Long (according to size): NTGR (7.2%); BEAV (6.8%); SIRO (6.3%); NETL (4.9%); CISG (2.8%)
Currently Short: TWM-long (Russell 2k Dbl-short, increased today, 11.8%); MS (8.2%); JPM (6.5%); GS (added today, 6.4%); CSX (5.1%); DST (added yesterday, 4.1%)
Futures Accounts: no current position
Twittspitt for details