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	$53.1 Million 21.59% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare DAWN JAZZ 2 stocks	$52.3 Million 21.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$23.5 Million 9.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$22.8 Million 9.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$20.8 Million 8.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive COKE 1 stocks	$16.5 Million 6.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$13 Million 5.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services PINS 1 stocks	$11.6 Million 4.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive TAP 1 stocks	$10.1 Million 4.09% of portfolio	1	-	-	-	0 Calls 0 Puts

Tools & Accessories \| Industrials SWK 1 stocks	$6.52 Million 2.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRP 1 stocks	$5.59 Million 2.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$4.49 Million 1.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL 1 stocks	$3.64 Million 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$2 Million 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts

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