From: Bruce Galloway lIMIIIIMa To: ' 'MINIII > Subject: Date: Mon, 25 Nov 2013 14:29:20 +0000 Yes in the power point we highlight 5 activist positions but the portfolio will include upto 20 names which we feel have at least 5X upside. In the 5 the tech co is +45 , the 600mm asset co is +40. The Billion dollar alt energy co is flat. The micro cap cloud co is flat and the 5 bn transport co is -45. On average +5-8 percent. I expect 5 percent per mos returns. Bruce. EFTA00379186