Parsifal Capital Management, LP Portfolio Holdings by Sector

Parsifal Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare UNH UNH CVS CVS HUM 5 stocks	$182,304 20.59% of portfolio	5	-	4	-	1 Calls 2 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$176,600 19.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AVPT NTNX 2 stocks	$120,728 13.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$96,384 10.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$94,665 10.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA 1 stocks	$64,587 7.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare GMED 1 stocks	$54,594 6.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR 1 stocks	$42,632 4.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$36,288 4.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare SWTX 1 stocks	$7,060 0.8% of portfolio	1	-	1	-	1 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services DNB 1 stocks	$5,267 0.59% of portfolio	1	-	1	-	1 Calls 0 Puts
Gambling \| Consumer Cyclical IGT 1 stocks	$4,159 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts

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