Sw Investment Management LLC Portfolio Holdings by Sector

Sw Investment Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Communication Equipment \| Technology UI 1 stocks	$70,950 18.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials SKYW 1 stocks	$65,890 17.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMKR 1 stocks	$39,321 10.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSN 1 stocks	$37,324 9.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX SNBR 2 stocks	$33,702 8.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NET 1 stocks	$32,356 8.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$29,920 7.91% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate SUI 1 stocks	$27,030 7.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AIRS BTMD 2 stocks	$25,855 6.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials CMP 1 stocks	$12,020 3.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GTX 1 stocks	$2,454 0.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive SAM 1 stocks	$1,447 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts

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