Solel Partners LP Portfolio Holdings by Sector

Solel Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare UNH CVS HUM 3 stocks	$127,556 22.43% of portfolio	1	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF 1 stocks	$80,862 14.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical IGT 1 stocks	$70,854 12.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology BASE 1 stocks	$57,911 10.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TNL 1 stocks	$40,633 7.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$32,622 5.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR MLCO 2 stocks	$31,766 5.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CXM LAW 2 stocks	$29,976 5.27% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate PGRE 1 stocks	$25,636 4.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$20,627 3.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials BIOX 1 stocks	$20,469 3.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$14,390 2.53% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate TRTX 1 stocks	$6,744 1.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PUK 1 stocks	$6,670 1.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical XPOF 1 stocks	$1,944 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts

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