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	$330 Million 40.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$177 Million 21.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$133 Million 16.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$102 Million 12.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SHAK 1 stocks	$43.5 Million 5.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WMG 1 stocks	$21.1 Million 2.62% of portfolio	1	-	1	-	0 Calls 0 Puts

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