Brightlight Capital Management LP Portfolio Holdings by Sector

Brightlight Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Resorts & Casinos \| Consumer Cyclical MLCO HGV 2 stocks	$39,518 28.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$36,438 26.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL 1 stocks	$16,218 11.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$15,193 11.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services FVRR 1 stocks	$9,734 7.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$8,566 6.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CDLX 1 stocks	$6,687 4.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials ASLE 1 stocks	$4,718 3.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical SNBR 1 stocks	$493 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts

Software—Infrastructure \| Technology KKS.F 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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