Brightline Capital Management, LLC Portfolio Holdings by Sector

Brightline Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials FLR TPC 2 stocks	$39.4 Million 30.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SOI 1 stocks	$32.1 Million 24.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials REVG HY 2 stocks	$22.4 Million 17.49% of portfolio	2	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials HSC 1 stocks	$8.51 Million 6.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials EOSE 1 stocks	$8.06 Million 6.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials CSTM 1 stocks	$7.3 Million 5.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials TPIC BW 2 stocks	$5.69 Million 4.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials TSE 1 stocks	$4.82 Million 3.76% of portfolio	1	-	1	-	0 Calls 0 Puts

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