Added AZZ

I added AZZ with the proceeds from trimming SSYS, DDD and selling FARO. I'm also keeping a close eye on OSIS (my #1 stock pick for the year...whoops) which is down big after revenues came in light and they guided to the low end for next quarter.

AZZ has solid growth potential with EPS and Sales growth expected to be over 25% in the upcoming quarters. It currently trades at an FPE of 15 and is making all time highs after basing after earnings.