Long: AMLN,AMAT,CDNS,LEAP,GOOG,UAUA,LAMR,LLTC,MCHP,MSFT,NIHD,VMED,PTEN,SNDK,TEVA, XMSR,MMM,AA,MO,AXP,AIG,T,BA,CAT Short: AAPL,CTAS,EBAY,EXPD,PETM,SHLD,SIRI,TLAB,WFMI,C,KO