11 Capital Partners LP Portfolio Holdings by Sector

11 Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT 1 stocks	$26,052 12.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$25,554 12.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$25,389 12.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$21,218 10.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH UNH 2 stocks	$18,792 8.95% of portfolio	2	-	1	-	0 Calls 1 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$14,846 7.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$14,306 6.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$13,731 6.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$12,128 5.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$11,092 5.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$8,499 4.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology FICO 1 stocks	$8,357 3.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$6,656 3.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AAON 1 stocks	$3,342 1.59% of portfolio	1	-	-	-	0 Calls 0 Puts

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