it is really an oil services technology ferm. it has had a nice rally off the summertime lows. what is the catalyst? >> part of it was the concerns about the cessation of deepwater drilling. we recently added this name because they're one of the more environmentally-friendly players in the industry. they have an excellent safety record. we think longer term, they will continue to be safe drilling. this is one of the ways to play that. >> tom: back on march 17th, you were with us in the springtime. eastman kodak, off by almost 40%. sineron medical, off by 24%. and american capital, a publicly traded private capital company, it is up by 13%. explain the differences here. >> right. when we offered these three names, we were looking for modest market growth in the s&p. we were looking at special plays. this is still a short-term timeframe. >> tom: okay. >> kodak, we still think longer term will be a beneficiary of the consolidation in tech. it has a net cash position. it is near its 52-week low. weth longer term it will be part of another entity. >> tom: off by 40%. do you own thes