Camrose Capital Investment Partners LLP Portfolio Holdings by Sector

Camrose Capital Investment Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Restaurants \| Consumer Cyclical YUM 1 stocks	$36.3 Million 13.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$35.8 Million 12.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$34.7 Million 12.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$31.1 Million 11.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$30.8 Million 11.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$30.3 Million 10.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$29.4 Million 10.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$26.9 Million 9.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$23.5 Million 8.42% of portfolio	1	-	-	-	0 Calls 0 Puts

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