Rush Island Management, LP Portfolio Holdings by Sector

Rush Island Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Retail \| Real Estate O NNN FRT 3 stocks	$441,747 33.25% of portfolio	2	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate KRC CUZ 2 stocks	$226,301 17.04% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$188,064 14.16% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate REXR 1 stocks	$121,060 9.11% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$120,561 9.08% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate HST 1 stocks	$107,207 8.07% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AIV 1 stocks	$42,058 3.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H 1 stocks	$40,916 3.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare BKD 1 stocks	$40,452 3.05% of portfolio	-	1	-	-	0 Calls 0 Puts

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