Solel Partners LP Portfolio Holdings by Sector

Solel Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare CVS CI 2 stocks	$108,459 22.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical IGT EVRI 2 stocks	$63,585 12.96% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF 1 stocks	$52,599 10.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology BASE ZUO 2 stocks	$51,132 10.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$42,825 8.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TNL 1 stocks	$36,279 7.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials BIOX 1 stocks	$35,948 7.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CXM LAW 2 stocks	$34,982 7.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$30,273 6.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$11,008 2.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MLCO 1 stocks	$10,345 2.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$8,408 1.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PUK 1 stocks	$4,939 1.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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