Clearfield Capital Management LP Portfolio Holdings by Sector

Clearfield Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services APLD 1 stocks	$99,510 61.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$28,050 17.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$18,117 11.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical LESL 1 stocks	$8,942 5.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CMTL 1 stocks	$6,418 3.99% of portfolio	1	-	-	-	0 Calls 0 Puts

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