Luminus Management’s Applied Industrial Technologies AIT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-8,600	Closed	-$415K	–	124
2014 Q1	$415K	Buy	8,600 +3,600	+72%	+$174K	0.03%	100
2013 Q4	$245K	Buy	5,000 +900	+22%	+$44.1K	0.01%	110
2013 Q3	$211K	Buy	+4,100	New	+$211K	0.02%	115