Took 1/2 a short position in $NAV @ $16.01. Also in truck manufacturing industry, same as $PCAR. Same thesis from latest ISM report that industry may be contracting in the future - "Overall business is slowing. Consumers are nervous. Not sure what is coming next." (Transportation Equipment). Will swing to see if it goes back down around $12 or possibly lower. Stop will be if it starts trading and stays somewhere aboe $16.50.