Medina Singh Partners, LLC Portfolio Holdings by Sector

Medina Singh Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas Equipment & Services \| Energy VTOL TS MRC 3 stocks	$54,783 18.77% of portfolio	2	1	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical TRS GEF 2 stocks	$43,044 14.75% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical DESP 1 stocks	$29,659 10.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials THR 1 stocks	$22,635 7.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive HELE 1 stocks	$20,505 7.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECVT 1 stocks	$18,428 6.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials HUN 1 stocks	$18,089 6.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive FMX 1 stocks	$17,352 5.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NPK 1 stocks	$15,160 5.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$13,293 4.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Paper & Paper Products \| Basic Materials MATV 1 stocks	$13,069 4.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC 1 stocks	$12,556 4.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials WNC 1 stocks	$7,507 2.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TIXT 1 stocks	$5,720 1.96% of portfolio	1	-	-	-	0 Calls 0 Puts

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