Boundary Creek Advisors LP Portfolio Holdings by Sector

Boundary Creek Advisors LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Healthcare Facilities \| Real Estate MPW 1 stocks	$136,910 39.86% of portfolio	1	-	-	-	0 Calls 1 Puts
Trucking \| Industrials KNX KNX 2 stocks	$59,093 17.2% of portfolio	-	2	-	-	1 Calls 0 Puts
Paper & Paper Products \| Basic Materials MERC MATV MATV 3 stocks	$42,057 12.24% of portfolio	-	3	-	-	1 Calls 0 Puts
ETFs \| ETFs EFA 1 stocks	$40,865 11.9% of portfolio	1	-	1	-	0 Calls 1 Puts
Oil & Gas Refining & Marketing \| Energy VLO VLO 2 stocks	$31,696 9.23% of portfolio	1	1	1	-	1 Calls 0 Puts
Information Technology Services \| Technology DXC UIS 2 stocks	$11,596 3.38% of portfolio	2	-	1	-	1 Calls 0 Puts
Uranium \| Energy LEU 1 stocks	$10,811 3.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$5,544 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$4,697 1.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services UONEK 1 stocks	$199 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts

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