Vision One Management Partners, LP Portfolio Holdings by Sector

Vision One Management Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials CC NGVT 2 stocks	$52.5 Million 35.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HXL 1 stocks	$27.6 Million 18.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials TNC 1 stocks	$23.2 Million 15.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$17.9 Million 12.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services TGNA 1 stocks	$8.14 Million 5.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials POWL 1 stocks	$7.19 Million 4.84% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials HSC 1 stocks	$5.54 Million 3.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LKQ 1 stocks	$3.85 Million 2.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials MGRC 1 stocks	$2.75 Million 1.85% of portfolio	1	-	-	-	0 Calls 0 Puts

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