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	$20,523 21.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$19,179 19.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$16,245 16.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$15,527 15.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DV 1 stocks	$13,647 13.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONO 1 stocks	$9,717 9.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$1,992 2.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$859 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts

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