4/12/2021 TOTAL Overweight J.P. Morgan 4/12/2021 Watsco Equal Weight Morgan Stanley 4/12/2021 WillScot Mobile Mini a Overweight Morgan Stanley 4/12/2021 Advanced Drainage Systems Equal Weight Morgan Stanley 4/12/2021 Vulcan Materials Equal Weight Morgan Stanley 4/12/2021 ViacomCBS Equal Weight Morgan Stanley 4/12/2021 US Foods Equal Weight Morgan Stanley 4/12/2021 United Rentals Underweight Morgan Stanley 4/12/2021 Texas Roadhouse Equal Weight Morgan Stanley 4/12/2021 Texas Instruments Underweight Morgan Stanley 4/12/2021 Tradeweb Markets Overweight Morgan Stanley 4/12/2021 Ingersoll-Rand Overweight Morgan Stanley 4/12/2021 Timken Equal Weight Morgan Stanley 4/12/2021 Terex Equal Weight Morgan Stanley 4/12/2021 Sysco Equal Weight Morgan Stanley 4/12/2021 Stanley Black & Decker Overweight Morgan Stanley 4/12/2021 Summit Material a Equal Weight Morgan Stanley 4/12/2021 S&P Global Overweight Morgan Stanley 4/12/2021 Shake Shack Equal Weight Morgan Stanley 4/12/2021 Red Robin Gourmet Burgers Equal Weight Morgan Stanley 4/12/2021 Restaurant Brands International Equal Weight Morgan Stanley
