Impala Asset Management LLC Portfolio Holdings by Sector

Impala Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Copper \| Basic Materials ERO 1 stocks	$34,540 24.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BKE ANF 2 stocks	$20,933 14.94% of portfolio	-	2	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX 1 stocks	$20,229 14.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ASO 1 stocks	$19,863 14.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials HUN CE 2 stocks	$16,175 11.55% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials WLK OLN 2 stocks	$11,859 8.47% of portfolio	2	-	2	-	0 Calls 0 Puts
Gold \| Basic Materials NGD 1 stocks	$6,462 4.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials ARCB 1 stocks	$4,611 3.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FLR 1 stocks	$2,133 1.52% of portfolio	1	-	1	-	0 Calls 0 Puts

Oil & Gas Equipment & Services \| Energy HAL 1 stocks	$2,091 1.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services NTDOY 1 stocks	$1,173 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts

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