Linonia Partnership LP Portfolio Holdings by Sector

Linonia Partnership LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology GWRE 1 stocks	$991 Million 36.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$885 Million 32.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$740 Million 26.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV 1 stocks	$110 Million 4.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$14.5 Million 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SHAK 1 stocks	$8.94 Million 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts

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