Sold a whole bunch of positions, as my favored seasonal indicator went bearish (Nasdaq NH-NL 5/17 day moving average, here: http://stockcharts.com/h-sc/ui?s=$NAHL&p=D&yr=0&mn=1&dy=0&id=p65895739383 ). I also closed the lower-strike option of my bear put spread.

Sold to close:

LLL Jan 2013 $60 calls @ $22.20
GSK Jan 2012 $40 calls @ $4.12
JNJ Jan 2012 $50 calls @ $15.37
MDT Jan 2012 $35 calls @ $8.11
AAPL Jan 2012 $260 calls @ $98.00
AAPL Jan 2012 $230 calls @ $124.00
AAPL Jan 2012 $180 calls @ $171.00

Bought to close:
IWM Aug 20 2011 $72 puts @ $1.50
AAPL July 2011 $330 puts @ $7.90

I'm now in 50% investable cash. I have one written put position, on TDSC. I have one bought put position, the higher-strike part of my bear put spread hedge on IWM. I also currently own calls on OXM, HEK, GILD, and AAPL.