High growth in their Holiday Inn Express brand. The hotel industry has been experiencing a severe supply demand imbalance, that will take at least another year to clear. Holiday Inn Express is the brand that takes advantage of the growth in demand, it sits on the sweet spot in the market right now. 6%

Small/Mid cap exposure. Covers sectors I have little or no exposure to(tech, industrials, business services, etc.). I like the idea, we'll see. 2%

Small Cap with nice yield. Like the business niche. I stole this name from STH. 8%

Retail exposure with derivatives exposure with someone that has much more skill than I at that game. What's not to love about total return swaps? 10%

Should do well if oil/metals goes up or down (High Volatility). Though it does seem a bit rich. Nice first public quarter, Globex partnership should provide huge benefits and beats. 7%

Oil / Natural gas exposure low P/E. 9%

Excellent yield, Spinoff imminent. Top Brands. These brands suffer the least from price elasticity compared to competeters in their respective fields. 16%

Low PE. Great Yield. My favorite insurance company. They provide worker's comp/ disability insurance mostly in CA. I stole this name from STH as well. 18%