Twin Securities, Inc. Portfolio Holdings by Sector

Twin Securities, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Drug Manufacturers—Specialty & Generic \| Healthcare ITCI 1 stocks	$58,135 30.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive K 1 stocks	$29,208 15.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BECN BECN 2 stocks	$26,760 14.16% of portfolio	2	-	2	-	1 Calls 0 Puts
Oil & Gas E&P \| Energy HES 1 stocks	$19,861 10.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare SWTX SWTX CMRX SWTX 4 stocks	$13,741 7.27% of portfolio	4	-	4	-	1 Calls 1 Puts
Credit Services \| Financial Services DFS DFS 2 stocks	$11,214 5.93% of portfolio	2	-	2	-	0 Calls 1 Puts
Rental & Leasing Services \| Industrials HEES 1 stocks	$10,378 5.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SPR 1 stocks	$10,246 5.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare SGRY 1 stocks	$7,843 4.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology JNPR JNPR 2 stocks	$1,132 0.6% of portfolio	-	2	-	-	0 Calls 1 Puts
Entertainment \| Communication Services MANU 1 stocks	$486 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts

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