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 AKR 4 stocks	$424,950 34.26% of portfolio	1	3	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$182,430 14.71% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate ESS 1 stocks	$162,084 13.07% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$123,895 9.99% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate KRC 1 stocks	$117,956 9.51% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate FR 1 stocks	$105,710 8.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H 1 stocks	$85,796 6.92% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate SHO 1 stocks	$37,637 3.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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