Palo Ds Manager LLC Portfolio Holdings by Sector

Palo Ds Manager LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology VRSN ORCL MSFT SQ 4 stocks	$42.5 Million 20.55% of portfolio	4	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CHWY 2 stocks	$40.4 Million 19.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW WDAY PCOR PTC 4 stocks	$32.3 Million 15.62% of portfolio	4	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$21.1 Million 10.22% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$17.9 Million 8.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$15.2 Million 7.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO IDXX 2 stocks	$10.7 Million 5.16% of portfolio	2	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$9.4 Million 4.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$6.8 Million 3.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$6.8 Million 3.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$3.58 Million 1.73% of portfolio	1	-	-	-	0 Calls 0 Puts

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