Linonia Partnership LP Portfolio Holdings by Sector

Linonia Partnership LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology GWRE 1 stocks	$404 Million 39.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$273 Million 26.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$253 Million 24.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$61 Million 6.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SHAK 1 stocks	$22.4 Million 2.21% of portfolio	-	1	-	-	0 Calls 0 Puts

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