Clearfield Capital Management LP Portfolio Holdings by Sector

Clearfield Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Airlines \| Industrials UAL DAL ALK 3 stocks	$25,986 26.52% of portfolio	3	-	3	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$23,757 24.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$11,447 11.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$10,651 10.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$10,485 10.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology ZI 1 stocks	$9,926 10.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services APLD 1 stocks	$5,731 5.85% of portfolio	-	1	-	-	0 Calls 0 Puts

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