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	$89,621 21.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials SKYW 1 stocks	$85,110 19.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NET 1 stocks	$43,072 10.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMKR 1 stocks	$35,966 8.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$35,064 8.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX SNBR 2 stocks	$34,060 7.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSN 1 stocks	$33,210 7.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AIRS BTMD 2 stocks	$26,271 6.16% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate SUI 1 stocks	$24,594 5.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials CMP 1 stocks	$11,250 2.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MORN 1 stocks	$6,735 1.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive SAM 1 stocks	$1,499 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts

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