Results from last week:

Long ATHR at 32.64, close at 29.85, p/l –8.55%

Long ATK at 66.54, close at 64.96, p/l –2.38%

Long AXL at 9.36, close at 8.6, p/l –8.12%

Long BKS at 17.07, close at 16.43, p/l –3.75%

Long CYH at 36.73, close at 34.25, p/l –6.75%

Long EAT at 15.94, close at 14.92, p/l –6.4%

Long MAS at 12.32, close at 11.81, p/l –4.14%

Long MW at 20.82, close at 19.56, p/l –6.05%

Long RJF at 27.49, close at 26.57, p/l –3.35%

Long SNDA at 39.66, close at 39.88 p/l +0.55%

Long WL at 13.55, close at 11.49 p/l –15.2%

Long WRE at 29.11, close at 28.47, p/l –2.2%

Average for all long positions: -5.53%

Short SPY at 111.73, close at 107.87, p/l, +3.46%,

Net p/l for the week: -2.07%

Portfolio since Apr 4^th: +5.9%

Stock picks for Week June 28:

Long CVH at 18.85,

Long AGO at 13.69,

Long ANN at 17.27,

Long BKD at 15.32,

Long LEAP at 13.7,

Long TPX at 32.18,

Long MTW at 9.85,

Long GVA at 25.39,

Long DIOD at 16.9,

Long PWRD at 22.44,

Long PIR at 6.51,

Long ADS at 63.9

Short SPY at 107.87 to hedge all long positions.