Estuary Capital Management LP Portfolio Holdings by Sector

Estuary Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Discount Stores \| Consumer Defensive DLTR DG 2 stocks	$87.2 Million 17.0% of portfolio	-	2	-	-	0 Calls 0 Puts
Consulting Services \| Industrials BAH ICFI 2 stocks	$86.3 Million 16.82% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$47.4 Million 9.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$47.1 Million 9.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare UHS 1 stocks	$47 Million 9.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CACI 1 stocks	$46.9 Million 9.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare JAZZ 1 stocks	$46.4 Million 9.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$35.9 Million 7.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO 1 stocks	$34.6 Million 6.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$20 Million 3.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology TER 1 stocks	$14.2 Million 2.77% of portfolio	1	-	1	-	0 Calls 0 Puts

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