I think the strategy is quite strong. Looking at those companies it's very defensive. There's a lot of real estate in there but it has a nice scattering of industrial material. The question over Castellum I think from what you said is quite valid while you're holding over them. You have a good strategy but you need to define that a little bit more with different cuts. By the way, I've got the hoodie you have. You can't borrow conviction and I love it. Let's see if people actually respond to it like asking me what is this?"