| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Cummins Inc(CMI) | 7,733 | $1.2M | 98.79% |
| 2 | Martin Marietta Matls Inc(MLM) | 14,539 | $1.9K | 0.16% |
| 3 | Texas Inds Inc | 20,013 | $1.8K | 0.15% |
| 4 | Trinity Inds Inc(TRN) | 36,942 | $1.6K | 0.13% |
| 5 | Eagle Materials Inc(EXP) | 16,868 | $1.6K | 0.13% |
| 6 | Select Sector Spdr TR(XLB) | 30,834 | $1.5K | 0.13% |
| 7 | Cemex SAB de CV(CX) | 106,219 | $1.4K | 0.12% |
| 8 | Caterpillar Inc del(CAT) | 11,227 | $1.2K | 0.10% |
| 9 | Granite Constr Inc(GVA) | 26,479 | $953 | 0.08% |
| 10 | Terex Corp New(TEX) | 19,684 | $809 | 0.07% |
Latest filing, equity positions only