Holdings and market outlook

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Currently Long on

• STV
• GROW
• QSII
• ENG
• UPL
• URGI
• CFK
• GOOG
• HOM
• RWC
• PQ
• PKD
• TALX
• CBG
• GOL
• XTO
• ASVI
• EPEX
• BLSC
• AAPL
• APL
• BWLD
• CAKE
• PZZA
• SBUX
• SIRF
• AQNT
• GLW
• VLO
• OXY

Short on

• THOR
• F
• WGO
• LUV
• JBLU
• NT
• LU
• GM
• KKD
• NFLX
• ALDN
• TOL
• KBH
• LEN
• PHM
• DHI

Market will stay choppy till February atleast. Housing market ready to go bust. Short home builders , construction companies etc.