Luminus Management’s AZZ Inc AZZ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-12,272	Closed	-$600K	–	114
2013 Q4	$600K	Buy	+12,272	New	+$600K	0.03%	98
2013 Q3	–	Sell	-23,720	Closed	-$915K	–	119
2013 Q2	$915K	Buy	+23,720	New	+$915K	0.08%	85