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	$55,998 24.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LAUR LOPE 2 stocks	$31,817 13.63% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services FCFS 1 stocks	$31,683 13.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical CVCO GRBK 2 stocks	$24,227 10.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$18,128 7.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STRL BLD 2 stocks	$17,392 7.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS 1 stocks	$10,619 4.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services WD 1 stocks	$10,034 4.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$7,936 3.4% of portfolio	-	-	-	-	0 Calls 0 Puts

REIT—Residential \| Real Estate MAA 1 stocks	$7,685 3.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EGY 1 stocks	$7,637 3.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare PGNY 1 stocks	$7,532 3.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services OPRA 1 stocks	$2,683 1.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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