Vision One Management Partners, LP Portfolio Holdings by Sector

Vision One Management Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TGI 1 stocks	$62.7 Million 44.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials CC NGVT 2 stocks	$37.6 Million 26.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$16.6 Million 11.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials TNC 1 stocks	$11.5 Million 8.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services TGNA 1 stocks	$10.9 Million 7.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical FL 1 stocks	$780,886 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts

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