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	$30,333 22.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$26,475 19.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$14,143 10.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$13,556 9.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical FTDR 1 stocks	$10,158 7.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC 1 stocks	$8,304 6.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$7,810 5.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$7,668 5.63% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AIV 1 stocks	$6,987 5.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$5,530 4.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$5,138 3.78% of portfolio	-	1	-	-	0 Calls 0 Puts

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