Free Port Macrame: A Straight Seller

The agriculture bull cycle has been neutralized let's be clear mosaic and archer daniels midland or two names that were affected by that. Free port macrame the revenue growth has decelerated significantly down 15 percent last quarter it's down eight percent over the last 12 months momentum as well as declining so they were removed from the portfolio. materials industrials healthcare energy still held at an overweight in terms of sectors technology we brought technology back up to market weight and it was dramatic 16 percent exposure to technology in the previous quarter now at 23 percent jenny yeah what do you have to say about free port i think actually the pioneer and the free port are really interesting because joe