PresentationAti ModakGoldman Sachs Group, Inc., Research Division Well, good afternoon, everyone. Thank you for taking the time for joining us today. Some of you probably already know, I'm Atidrip Modak. I cover Energy Services here at Goldman. I'm joined with Adam Bubes, he covers machinery and infrastructure on the industrial side. And of course, we've got David Watson, President and CEO of Argan; and Jeremy, President and CEO of -- COO, I'm sorry, of Primoris. Thank you so much for taking the time to jo ...