 And so they were shorting the commodities and just looking at it as a commodity deflation mode. And then about six, seven months ago, we started saying we expected reinflation to come back, which would make the funds nervous being short the commodities. And we thought that would happen by the second quarter. And lo and behold, in late April, they unwound their short positions. They did so. And we saw quite a rally, which gave us a selling opportunity in these markets.