Decagon Asset Management LLP Portfolio Holdings by Sector

Decagon Asset Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas E&P \| Energy HES 1 stocks	$30.8 Million 33.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AZEK BECN 2 stocks	$24.2 Million 26.3% of portfolio	2	-	2	-	1 Calls 0 Puts
Aerospace & Defense \| Industrials SPR 1 stocks	$11.5 Million 12.5% of portfolio	1	-	-	-	0 Calls 1 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$9.22 Million 10.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities RNW RNW 2 stocks	$6.29 Million 6.83% of portfolio	2	-	2	-	0 Calls 1 Puts
Packaging & Containers \| Consumer Cyclical AMCR 1 stocks	$4.85 Million 5.27% of portfolio	-	1	-	-	1 Calls 0 Puts
Medical Care Facilities \| Healthcare SGRY 1 stocks	$2.73 Million 2.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical AGS 1 stocks	$2.52 Million 2.73% of portfolio	-	1	-	-	0 Calls 0 Puts

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