Aryeh Capital Management Ltd. Portfolio Holdings by Sector

Aryeh Capital Management Ltd.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance Brokers \| Financial Services WTW AON 2 stocks	$29,677 23.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical FTDR MCW 2 stocks	$14,441 11.48% of portfolio	1	1	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$14,413 11.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$11,347 9.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$9,786 7.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FAF 1 stocks	$9,635 7.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VVV 1 stocks	$8,350 6.64% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AIV 1 stocks	$8,011 6.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC 1 stocks	$7,539 6.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$7,416 5.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$5,138 4.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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