Sea Wolf Manifest 6/30 20% TLT + 5% IEF = 25% Winter. 15% LQD + 7.5% VCLT = 22.5% Fall 7.5% HYG = Spring 3% LTPZ + 2% TIP = 5% Summer 10% EUM Waiting for PALL:PPLT set up. Waiting for GLD:YCS set up. Waiting on XIV/VXX set up. MM = 29% Cut back on Winter and Fall bonds adding initial positions in Spring and Summer bonds. Raised MM%. Added 10% short against emerging markets...EUM.