Kamunting Street Capital Management, L.P. Portfolio Holdings by Sector

Kamunting Street Capital Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas Midstream \| Energy ET EPD 2 stocks	$47,418 47.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$16,582 16.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA PDD RVLV 3 stocks	$12,755 12.67% of portfolio	2	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology MU NVDA 2 stocks	$6,893 6.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials NTR MOS 2 stocks	$6,429 6.39% of portfolio	2	-	1	-	0 Calls 0 Puts
ETFs \| ETFs URA 1 stocks	$4,565 4.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG 1 stocks	$3,032 3.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical CPRI 1 stocks	$2,719 2.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ADAG 1 stocks	$250 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts

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