Fort Baker Capital Management LP Portfolio Holdings by Sector

Fort Baker Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services FYBR LBRDK 2 stocks	$70,071 25.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive K 1 stocks	$43,357 15.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$34,141 12.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NESR 1 stocks	$27,670 9.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BERY 1 stocks	$22,543 8.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities ALE 1 stocks	$17,300 6.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy HES 1 stocks	$15,862 5.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical DESP DESP 2 stocks	$9,731 3.49% of portfolio	2	-	2	-	1 Calls 0 Puts
Software—Infrastructure \| Technology ZUO 1 stocks	$9,167 3.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$7,743 2.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology JNPR 1 stocks	$6,636 2.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare CDMO 1 stocks	$4,633 1.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical EVRI 1 stocks	$4,324 1.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$3,028 1.09% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs NESRW 1 stocks	$2,802 1.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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