Rule One Partners, LLC Portfolio Holdings by Sector

Rule One Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services NFLX 1 stocks	$54.8 Million 49.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive SFM 1 stocks	$16.1 Million 14.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$16.1 Million 14.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$11.9 Million 10.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$3.93 Million 3.52% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs GDX SLV 2 stocks	$3.69 Million 3.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$2.68 Million 2.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$2.44 Million 2.18% of portfolio	-	-	-	-	0 Calls 0 Puts

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