Mak Capital One LLC Portfolio Holdings by Sector

Mak Capital One LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical SKY SKY 2 stocks	$331,660 56.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology AGYS AGYS 2 stocks	$110,284 18.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials HSII 1 stocks	$42,723 7.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SUPV 1 stocks	$35,631 6.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CTRA 1 stocks	$30,121 5.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials LOMA 1 stocks	$25,855 4.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical YTRA 1 stocks	$9,492 1.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare LAB 1 stocks	$2,996 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts

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