Solel Partners LP Portfolio Holdings by Sector

Solel Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare CVS UNH CI HUM 4 stocks	$145,130 26.87% of portfolio	2	2	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical IGT EVRI 2 stocks	$56,530 10.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF 1 stocks	$56,427 10.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TNL 1 stocks	$36,444 6.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CXM LAW 2 stocks	$35,602 6.59% of portfolio	1	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR MLCO 2 stocks	$35,580 6.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology BASE 1 stocks	$33,364 6.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$30,594 5.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$28,461 5.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials BIOX 1 stocks	$20,927 3.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$20,637 3.82% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate PGRE 1 stocks	$15,412 2.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$12,140 2.25% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate TRTX 1 stocks	$7,120 1.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PUK 1 stocks	$5,731 1.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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