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	$20,618 23.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$16,693 19.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$14,917 17.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DV JAMF BRZE 3 stocks	$11,754 13.6% of portfolio	2	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$7,912 9.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONO 1 stocks	$5,495 6.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$5,375 6.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$2,294 2.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical FIVE 1 stocks	$1,356 1.57% of portfolio	-	-	-	-	0 Calls 0 Puts

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