Applied Fundamental Research, LLC Portfolio Holdings by Sector

Applied Fundamental Research, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Devices \| Healthcare UFPT ALGN 2 stocks	$16,730 17.99% of portfolio	2	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials DY 1 stocks	$15,760 16.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services IAC 1 stocks	$15,272 16.42% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$10,053 10.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD 1 stocks	$9,704 10.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials HSII 1 stocks	$8,690 9.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical FIGS 1 stocks	$8,528 9.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$8,261 8.88% of portfolio	1	-	-	-	0 Calls 0 Puts

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