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	$438 Million 45.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$224 Million 23.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$178 Million 18.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$68.7 Million 7.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SHAK 1 stocks	$49.9 Million 5.21% of portfolio	-	-	-	-	0 Calls 0 Puts

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