Applied Fundamental Research, LLC Portfolio Holdings by Sector

Applied Fundamental Research, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services IAC 1 stocks	$17,457 16.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials DY 1 stocks	$16,556 15.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare UFPT ALGN 2 stocks	$15,553 15.02% of portfolio	1	1	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD 1 stocks	$14,969 14.46% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$10,950 10.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical FIGS 1 stocks	$8,983 8.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$8,491 8.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials HSII 1 stocks	$8,098 7.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JBI 1 stocks	$2,478 2.39% of portfolio	-	1	-	-	0 Calls 0 Puts

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