Vision One Management Partners, LP Portfolio Holdings by Sector

Vision One Management Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TGI 1 stocks	$63.7 Million 43.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials CC NGVT 2 stocks	$39.3 Million 26.9% of portfolio	2	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$18.8 Million 12.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials TNC 1 stocks	$13.9 Million 9.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services TGNA 1 stocks	$10 Million 6.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials MGRC 1 stocks	$233,775 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts

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