Out of $BUD. 
Current portfolio:
$DEF
$D4T4
$TRCS
$V and $MA
$PITE
$STO3
$DOM and $DMP
$696.HK
$SYK
$CERV
$RY4C
$JIN
$CMPR
$SY1
$SPX
Cash brought up to 30%.
Net position 40%
After today's jobless claims it seems the pain trade is set to continue. At these highs is where I say bye