Backed-off here some late yesterday, reducing in places and re-loading a slight hedge.
Twittspitt for trading details...
Total Position: Currently ~4.93-to-1 net-long; 79% invested
Currently Long (according to size): CRM (8%); EWS-Singapore (6.8%); LULU (6.5%); AVGO (5.7%); NTAP (5.5%); ROSE (5.3%); SBUX (5.2%); ULTA (4.7%); AKAM (4.6%); PVH (4.6%); GIL (4.2%); SPRD (4.1%); CISG (3.6%)
Currently Short: SDS-long (S&P500-short, 6%); APOL (4.3%)
Note: Inverse ETF currently weighted @1.6 x's
Futures: no current position
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