Brightlight Capital Management LP Portfolio Holdings by Sector

Brightlight Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$42,703 44.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV MLCO 2 stocks	$27,327 28.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$15,079 15.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical SNBR 1 stocks	$7,804 8.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BSIG 1 stocks	$3,826 3.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology KKS.F 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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