Broke even today thanks to the hedged portfolio, but the Mousetrap took a beating:

BKI 5/31/2011 10.00%
CFI 6/22/2011 13.42%
SE 6/27/2011 2.53%
AWR 7/5/2011 -1.45%
CLH 7/6/2011 1.68%
GCI 7/14/2011 -4.41%

Will be curious to see what happened with the money flow in the different industries, though I doubt any major shuffling happened.