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Flotek (FTK) - Flotek was introduced last quarter as an undisclosed position. At the time of our purchase, the company was trading below our estimate of net current asset value (current assets minus all liabilities) with two thirds of its market cap in cash or near cash, which essentially means we bought the balance sheet, and got the business for free. This anomaly came about due to the recent sale of one of the company's two segments for an amount