Zeno Equity Partners LLP Portfolio Holdings by Sector

Zeno Equity Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APPF DSGX 2 stocks	$67,989 26.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$48,977 18.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$45,625 17.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$30,507 11.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$25,826 9.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$13,913 5.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$13,221 5.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$9,043 3.47% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$5,762 2.21% of portfolio	1	-	1	-	0 Calls 1 Puts

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