Gagnon Advisors, LLC Portfolio Holdings by Sector

Gagnon Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology BL FRSH VERX DV 4 stocks	$24,778 18.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD NVGS 2 stocks	$17,855 13.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CDNA EXAS 2 stocks	$13,495 9.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSIX 1 stocks	$11,668 8.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AL 1 stocks	$11,492 8.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PROF TMCI 2 stocks	$10,171 7.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BLFS OSUR 2 stocks	$9,528 6.95% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$8,523 6.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FIVN KLTR 2 stocks	$7,217 5.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials AMRC 1 stocks	$7,181 5.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AOSL NVDA 2 stocks	$5,699 4.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare PCRX 1 stocks	$5,100 3.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials ASPN 1 stocks	$3,348 2.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services CNF 1 stocks	$1,020 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts

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