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	$43.6 Million 44.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$14.2 Million 14.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive SFM 1 stocks	$14 Million 14.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$10.5 Million 10.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RGR 1 stocks	$9.14 Million 9.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical CPRI 1 stocks	$2.48 Million 2.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$2.18 Million 2.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services OZK 1 stocks	$1.72 Million 1.76% of portfolio	1	-	1	-	0 Calls 0 Puts

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