Argosy Lionbridge Management, LLC Portfolio Holdings by Sector

Argosy Lionbridge Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Industrial \| Real Estate REXR FR COLD 3 stocks	$43.2 Million 39.83% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AIV VRE 2 stocks	$32.8 Million 30.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$14.1 Million 13.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H 1 stocks	$12.7 Million 11.75% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KRG 1 stocks	$4.3 Million 3.96% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate BXMT STWD 2 stocks	$1.3 Million 1.2% of portfolio	-	2	-	-	0 Calls 0 Puts

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