Baypointe Partners LLC Portfolio Holdings by Sector

Baypointe Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Retail \| Consumer Cyclical RH ULTA TSCO BBWI 4 stocks	$27 Million 22.47% of portfolio	4	-	4	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG DPZ 3 stocks	$19 Million 15.8% of portfolio	3	-	3	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP CELH 2 stocks	$14.6 Million 12.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL EL 2 stocks	$12.7 Million 10.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$11.3 Million 9.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE ONON 2 stocks	$10.6 Million 8.84% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$10.4 Million 8.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$9.16 Million 7.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CHWY ETSY 2 stocks	$4.43 Million 3.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare WRBY 1 stocks	$911,500 0.76% of portfolio	1	-	1	-	0 Calls 0 Puts

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