| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BW | BABCOCK & WILCOX ENTERPRISES | -1,550,000 | Exited | 13F | ||||
| NEXT | NEXTDECADE CORP | -1,450,000 | Exited | 13F | ||||
| TPIC | TPI COMPOSITES INC | -1,737,000 | Exited | 13F | ||||
| TTI | TETRA TECHNOLOGIES INC DEL | -2,653,000 | Exited | 13F | ||||
| TOL | TOLL BROTHERS INC | -160,000 | Exited | 13F | ||||
| TPC | TUTOR PERINI CORP | -705,000 | Exited | 13F |