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	$50.4 Million 47.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive SFM 1 stocks	$19.4 Million 18.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$13.6 Million 12.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$9.74 Million 9.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML AMAT 2 stocks	$7.21 Million 6.77% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$2.09 Million 1.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$1.98 Million 1.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$1.87 Million 1.75% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs GDX 1 stocks	$229,895 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts

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