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 MTCH 2 stocks	$26,463 17.48% of portfolio	-	2	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical FIGS 1 stocks	$18,114 11.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD 1 stocks	$17,256 11.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials HSII 1 stocks	$16,945 11.19% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$16,905 11.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare UFPT 1 stocks	$15,510 10.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$10,644 7.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials DY 1 stocks	$10,103 6.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JBI 1 stocks	$7,963 5.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare PETQ 1 stocks	$6,740 4.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials UHAL 1 stocks	$4,749 3.14% of portfolio	-	-	-	-	0 Calls 0 Puts

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