Vision One Management Partners, LP Portfolio Holdings by Sector

Vision One Management Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials CC NGVT 2 stocks	$32.6 Million 26.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TGI 1 stocks	$31.9 Million 25.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$27.7 Million 22.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services TGNA 1 stocks	$16 Million 12.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI 1 stocks	$12.8 Million 10.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical KSS 1 stocks	$2.63 Million 2.13% of portfolio	-	1	-	-	0 Calls 0 Puts

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