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	$51.6 Million 51.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive SFM 1 stocks	$20.9 Million 20.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$11.6 Million 11.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$10 Million 10.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$5.69 Million 5.7% of portfolio	-	1	-	-	0 Calls 0 Puts

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