Tyro Capital Management LLC Portfolio Holdings by Sector

Tyro Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Metal Fabrication \| Industrials CRS CMPO 2 stocks	$48.9 Million 19.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ESTA 1 stocks	$43.4 Million 16.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CCOI 1 stocks	$30.2 Million 11.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$29.6 Million 11.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ROIV IMVT 2 stocks	$27.9 Million 10.87% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$19.9 Million 7.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$19.2 Million 7.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ROAD 1 stocks	$18.6 Million 7.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GRPN 1 stocks	$16.3 Million 6.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH 1 stocks	$2.7 Million 1.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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