Bancreek Capital Management, LP Portfolio Holdings by Sector

Bancreek Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials AVTR SHW 2 stocks	$11,371 17.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO 2 stocks	$9,388 14.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CBZ 1 stocks	$6,204 9.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$5,125 7.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$4,750 7.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$4,636 6.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$4,634 6.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$4,429 6.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$4,372 6.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MLI 1 stocks	$4,167 6.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$4,035 6.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$3,733 5.58% of portfolio	-	1	-	-	0 Calls 0 Puts

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