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	$22,333 22.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$21,422 21.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$18,485 18.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DV JAMF 2 stocks	$17,068 17.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$7,511 7.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONO 1 stocks	$5,567 5.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$3,876 3.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$2,102 2.14% of portfolio	-	-	-	-	0 Calls 0 Puts

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