at are beneficiaries of secular shift in underlying energy supply, and supply chains (not just the nat gas theme in the uS, but also companies like Hannon Armstrong (HASI) that finance energy efficiency) - We are reviewing PO v ID mortgages with rates where they are. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P.

allied 28% over the back half of last month, believe the bulk of the steam is out of that one, but you may disagree and want to play that momentum. Hannon Armstrong (HASI) looks compelling on weakness (just macro backdrop) here; this company is effectively a publically traded energy retrofit finance co., or, as