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 GVA 3 stocks	$48.9 Million 24.47% of portfolio	3	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical HOV TOL BZH 3 stocks	$35.9 Million 17.96% of portfolio	2	1	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VTOL SOI 2 stocks	$28.3 Million 14.16% of portfolio	2	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials CSTM KALU 2 stocks	$18.8 Million 9.42% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials REVG 1 stocks	$18.2 Million 9.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PATK 1 stocks	$14.8 Million 7.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials HSC 1 stocks	$10.3 Million 5.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials TPIC 1 stocks	$7.54 Million 3.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical BLBD 1 stocks	$7.24 Million 3.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials EOSE 1 stocks	$4.87 Million 2.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials LXU 1 stocks	$2.9 Million 1.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Paper & Paper Products \| Basic Materials GLT 1 stocks	$2.05 Million 1.03% of portfolio	1	-	-	-	0 Calls 0 Puts

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