Altarock Partners Portfolio Holdings by Sector

Altarock Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TDG 1 stocks	$1.42 Million 30.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$758,400 16.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$738,021 15.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$646,751 13.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$624,906 13.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$314,477 6.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$146,729 3.15% of portfolio	-	-	-	-	0 Calls 0 Puts

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