Forest Avenue Capital Management LP Portfolio Holdings by Sector

Forest Avenue Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials MTZ AGX PRIM 3 stocks	$162 Million 16.16% of portfolio	3	-	3	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$155 Million 15.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$136 Million 13.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA AMZN 2 stocks	$87.8 Million 8.76% of portfolio	2	-	2	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$67.2 Million 6.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO 1 stocks	$63.6 Million 6.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials WWD 1 stocks	$63.4 Million 6.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX LEG 2 stocks	$62.3 Million 6.21% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$46.4 Million 4.63% of portfolio	-	1	-	-	0 Calls 0 Puts

Trucking \| Industrials KNX 1 stocks	$39.7 Million 3.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Coking Coal \| Basic Materials HCC 1 stocks	$34.4 Million 3.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$33 Million 3.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PARR 1 stocks	$32.5 Million 3.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$19 Million 1.9% of portfolio	1	-	1	-	0 Calls 0 Puts

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