Total Position: Currently 100% net-long; 63% invested
Currently Long (according to size): EWY-S.Korea (8.3%); JPM (increased today, 6.6%); TGT (6.5%); SBUX (6.2%); IOC (5.4%); EWS-Singapore (5.3%); OIL (5.5%); AKAM (4.2%); AVGO (4.3%); CRM (3.5%); CISG (3.4%); ULTA (reloaded today, 3.2%); ITMN (0.72%)
Currently Short: no current position
Futures: long 20% Jun SP500, from 1068.25 ave.
Twittspit for details
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