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	$22,378 18.73% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$15,734 13.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD 1 stocks	$15,568 13.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical FIGS 1 stocks	$15,394 12.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials HSII 1 stocks	$12,929 10.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare UFPT 1 stocks	$10,964 9.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$10,115 8.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials DY 1 stocks	$8,882 7.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JBI 1 stocks	$5,810 4.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials UHAL 1 stocks	$1,733 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts

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