Khrom Capital Management LLC Portfolio Holdings by Sector

Khrom Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Electronics & Computer Distribution \| Technology SNX ARW 2 stocks	$118,832 16.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services HCI 1 stocks	$118,812 16.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BERY 1 stocks	$116,836 16.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC ACHC 2 stocks	$111,505 15.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF CACC 2 stocks	$104,336 14.38% of portfolio	2	-	2	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$51,327 7.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LGIH 1 stocks	$45,379 6.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical SIG 1 stocks	$32,394 4.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials CC 1 stocks	$19,313 2.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$6,620 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts

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