Hedge Fund - Hill City Capital

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No. Security Ticker Shares Value Activity % Port History
1. MTZ 2,130,000 $262,203,000 17.31%
2. SPR 5,975,000 $194,247,250 -7% 12.82%
3. DY 679,784 $133,985,426 +3% 8.84%
4. FSLR 460,000 $114,742,400 7.57%
5. CRH 1,097,000 $101,735,780 6.71%