Medina Singh Partners, LLC Portfolio Holdings by Sector

Medina Singh Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials ECVT IOSP AVTR OEC 4 stocks	$56,261 17.56% of portfolio	3	1	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical GEF TRS 2 stocks	$43,272 13.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy MRC TS 2 stocks	$40,505 12.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials THR KRNT IEX 3 stocks	$39,674 12.38% of portfolio	3	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BXC FBHS NX 3 stocks	$35,247 11.0% of portfolio	3	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NPK 1 stocks	$23,426 7.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIII 1 stocks	$18,150 5.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENR 1 stocks	$17,140 5.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LKQ 1 stocks	$12,967 4.05% of portfolio	1	-	1	-	0 Calls 0 Puts

Tools & Accessories \| Industrials KMT 1 stocks	$11,737 3.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CCOI 1 stocks	$10,629 3.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive FMX 1 stocks	$8,682 2.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PLUS 1 stocks	$2,729 0.85% of portfolio	1	-	1	-	0 Calls 0 Puts

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