Ananym Capital Management, LP Portfolio Holdings by Sector

Ananym Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$53.1 Million 24.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC 1 stocks	$35.6 Million 16.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$30.8 Million 14.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services SCHL 1 stocks	$26.2 Million 12.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BL 1 stocks	$18.2 Million 8.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$15.7 Million 7.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LKQ LKQ 2 stocks	$11.1 Million 5.18% of portfolio	1	1	1	-	1 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$7.48 Million 3.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CBZ 1 stocks	$7.37 Million 3.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BWXT 1 stocks	$7.26 Million 3.39% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs IWM IWM 2 stocks	$1.16 Million 0.54% of portfolio	1	1	1	-	0 Calls 1 Puts

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