Bryan Lawrence Portfolio Holdings by Sector

Oakcliff Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services IBKR 1 stocks	$42,192 21.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$30,580 15.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$28,991 14.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$22,764 11.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$19,874 9.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy NRP 1 stocks	$15,145 7.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LGIH 1 stocks	$13,859 6.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy SGU 1 stocks	$12,983 6.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$12,465 6.27% of portfolio	-	-	-	-	0 Calls 0 Puts

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