.selling swing 1/4 ESLR at 4.40 our heavy positioning into ESLR payed of nicely, we were at 2x oversized now with this sell down to 1.5x oversized stake. I am not touching any of the long term positions we entered into at 2.60s , the long term ESLR positions I consider treasure . The market is giving me concern as I expressed on the last email but regardless after the big Government contract OSK had, this gap cover may be an opportunity to buy her back, very tempted to do so. big smiles one and all on the home run both those plays have become $-)