Our fund started investing in the middle of November of this quarter and therefore much of our activity involved deploying cash into opportunities across our investment universe. The largest contributors for this short period coming from Cartrack, Discovery and Stadio and the largest detractors were Prosus and Alibaba. We write extensively about how we think about investing and our portfolio companies in our investor letters. These letters are available for all investors on our website www.saltlightcapital.com.