First Sabrepoint Capital Management LP Portfolio Holdings by Sector

First Sabrepoint Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Tobacco \| Consumer Defensive TPB BTI 2 stocks	$46,873 20.98% of portfolio	2	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LAUR LOPE 2 stocks	$28,602 12.8% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services FCFS 1 stocks	$27,027 12.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical CVCO GRBK NVR 3 stocks	$20,206 9.04% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate MAA CPT 2 stocks	$18,424 8.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$17,409 7.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS 1 stocks	$15,133 6.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STRL BLD 2 stocks	$14,125 6.32% of portfolio	-	2	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services WD 1 stocks	$8,246 3.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EGY 1 stocks	$7,220 3.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO BBW 2 stocks	$6,983 3.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology BL 1 stocks	$5,662 2.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare PGNY 1 stocks	$5,060 2.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services GOGO 1 stocks	$2,495 1.12% of portfolio	-	1	-	-	0 Calls 0 Puts

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