Birnam Oak Advisors, LP Portfolio Holdings by Sector

Birnam Oak Advisors, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ACWI VUG VTV BBJP IEUR VGK IVE EWJ 8 stocks	$61.6 Million 34.71% of portfolio	8	-	8	-	0 Calls 0 Puts
Software—Infrastructure \| Technology HCP RPD PLTR MSFT 4 stocks	$21.8 Million 12.31% of portfolio	4	-	4	-	0 Calls 1 Puts
Credit Services \| Financial Services DFS 1 stocks	$21.2 Million 11.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy HES 1 stocks	$18 Million 10.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy CHX VTOL 2 stocks	$17.5 Million 9.87% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AMED 1 stocks	$15.8 Million 8.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IPG 1 stocks	$7.18 Million 4.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$6.8 Million 3.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.74 Million 1.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$2.39 Million 1.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$1.16 Million 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical EVRI 1 stocks	$918,680 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical KSS 1 stocks	$280,800 0.16% of portfolio	1	-	1	-	1 Calls 0 Puts

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