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	$53,239 46.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV MLCO 2 stocks	$27,453 23.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$14,972 13.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical SNBR 1 stocks	$7,515 6.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL 1 stocks	$6,379 5.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BSIG 1 stocks	$5,098 4.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology KKS.F 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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