Hill City Capital, LP Portfolio Holdings by Sector

Hill City Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials MTZ DY GVA 3 stocks	$478,005 39.36% of portfolio	3	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR ARRY 2 stocks	$240,784 19.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SPR 1 stocks	$205,898 16.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$96,030 7.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$54,338 4.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM SITE 2 stocks	$42,531 3.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$29,985 2.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENS 1 stocks	$29,076 2.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$13,346 1.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$13,114 1.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials TFII 1 stocks	$11,230 0.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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