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	$800 Million 37.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$597 Million 28.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$596 Million 28.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV 1 stocks	$102 Million 4.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$16.8 Million 0.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SHAK 1 stocks	$13.4 Million 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts

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