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	$529,893 37.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SPR TGI 2 stocks	$314,681 22.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR ARRY 2 stocks	$235,966 16.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$83,421 5.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ATKR ENS 2 stocks	$64,111 4.51% of portfolio	-	2	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$47,763 3.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$39,414 2.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$34,303 2.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$24,152 1.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials TFII 1 stocks	$19,588 1.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$14,902 1.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO 1 stocks	$13,115 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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