Bluegrass Capital Partners LP Portfolio Holdings by Sector

Bluegrass Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT 1 stocks	$16,141 13.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$15,778 13.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$14,799 12.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14,650 12.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$13,832 11.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$13,505 11.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$12,409 10.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$8,069 6.95% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$4,190 3.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$2,732 2.35% of portfolio	-	1	-	-	0 Calls 0 Puts

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