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 FRT NNN O 3 stocks	$431,818 37.8% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate KRC HPP PGRE 3 stocks	$163,661 14.33% of portfolio	2	1	2	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$162,713 14.24% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC EQIX 2 stocks	$126,161 11.04% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate FR 1 stocks	$79,904 7.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H 1 stocks	$69,478 6.08% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate HST 1 stocks	$67,194 5.88% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AIV 1 stocks	$41,341 3.62% of portfolio	-	-	-	-	0 Calls 0 Puts

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