Mig Capital, LLC Portfolio Holdings by Sector

Mig Capital, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services CCOI TV 2 stocks	$86,802 13.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare DXCM 1 stocks	$81,026 12.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$73,596 11.04% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$60,475 9.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$58,560 8.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MASI 1 stocks	$56,057 8.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$52,444 7.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ZUO 2 stocks	$47,703 7.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials WMS 1 stocks	$44,963 6.75% of portfolio	-	1	-	-	0 Calls 0 Puts

REIT—Industrial \| Real Estate PLD 1 stocks	$41,049 6.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$36,752 5.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EWCZ 1 stocks	$26,920 4.04% of portfolio	1	-	-	-	0 Calls 0 Puts

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