Boone Capital Management LLC Portfolio Holdings by Sector

Boone Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Life \| Financial Services UNM GNW 2 stocks	$69.4 Million 24.54% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare GMED OFIX 2 stocks	$65.5 Million 23.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare MOH CI 2 stocks	$47.5 Million 16.8% of portfolio	1	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MIRM IDYA VKTX 3 stocks	$46 Million 16.25% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare PRGO 1 stocks	$26.3 Million 9.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare PNTG 1 stocks	$17 Million 6.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$11.2 Million 3.97% of portfolio	-	1	-	-	0 Calls 0 Puts

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