Due to my schedule over the next couple of weeks I am making an abbreviated posting and will update with a more complete posting at some point soon.
Holdings for next week (10):
CTRP NIHD TSTC HMIN GMCR ISRG BCSI NTY VNR MELI
Remove half of the hedge (TWM) this week, resulting in a Net-50%-Long allocation. (Same as last week)
(Note that TWM is a 2x leveraged inverse fund, so your TWM holding should equal 25% of the total of your other holdings to achieve a Net-50%-Long allocation.)