Boundary Creek Advisors LP Portfolio Holdings by Sector

Boundary Creek Advisors LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY IWM HYG 3 stocks	$880,728 69.99% of portfolio	1	1	1	-	0 Calls 2 Puts
Paper & Paper Products \| Basic Materials MATV MATV MERC MERC 4 stocks	$103,817 8.25% of portfolio	2	2	-	-	2 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate MPW 1 stocks	$57,517 4.57% of portfolio	1	-	-	-	0 Calls 1 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$55,440 4.41% of portfolio	1	-	1	-	0 Calls 1 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$35,562 2.83% of portfolio	1	-	1	-	1 Calls 0 Puts
Uranium \| Energy LEU LEU 2 stocks	$31,768 2.52% of portfolio	2	-	1	-	1 Calls 0 Puts
Telecom Services \| Communication Services ATUS ATUS 2 stocks	$22,825 1.81% of portfolio	2	-	1	-	1 Calls 0 Puts
Airlines \| Industrials AAL 1 stocks	$16,559 1.32% of portfolio	1	-	1	-	0 Calls 1 Puts
REIT—Mortgage \| Real Estate ABR 1 stocks	$15,560 1.24% of portfolio	1	-	1	-	0 Calls 1 Puts
Trucking \| Industrials KNX 1 stocks	$14,212 1.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMBP 1 stocks	$13,895 1.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology UIS UIS 2 stocks	$8,918 0.71% of portfolio	1	1	1	-	1 Calls 0 Puts
Broadcasting \| Communication Services UONEK 1 stocks	$1,543 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts

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