Broad Bay Capital Management, LP Portfolio Holdings by Sector

Broad Bay Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical CVCO 1 stocks	$77,034 15.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$60,006 11.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$55,691 11.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MAX 1 stocks	$44,685 8.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical HZO FIVE 2 stocks	$41,243 8.22% of portfolio	2	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials GPRE 1 stocks	$31,679 6.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX 1 stocks	$30,221 6.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials TGLS 1 stocks	$28,901 5.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$24,154 4.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$23,946 4.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$23,349 4.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology APP EB 2 stocks	$23,009 4.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials VSEC 1 stocks	$21,016 4.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical VSCO 1 stocks	$16,818 3.35% of portfolio	1	-	-	-	0 Calls 0 Puts

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