 I would not be short those names again because I'm thinking more rotating the deeper circles at the expense of defensives, which when I say defensives like Staples, Pharma, et cetera, things that have been a source of funds will continue to be a source of funds. I would say other quality names that are not tech AI related that are trading at extreme multiples, I would be using those as a source of funds. But there's nothing in the macro backdrop that suggests.