Crestwood Capital Management, L.P. Portfolio Holdings by Sector

Crestwood Capital Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services IBN 1 stocks	$16,742 19.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$11,346 13.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$11,062 12.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DV JAMF 2 stocks	$9,770 11.29% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$8,748 10.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$8,257 9.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare PGNY 1 stocks	$7,308 8.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$7,034 8.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$3,747 4.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical FIVE 1 stocks	$1,598 1.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONO 1 stocks	$921 1.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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