Estuary Capital Management LP Portfolio Holdings by Sector

Estuary Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Discount Stores \| Consumer Defensive DLTR DG 2 stocks	$89 Million 25.99% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare DAWN JAZZ 2 stocks	$75.7 Million 22.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$45.2 Million 13.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive COKE 1 stocks	$42.8 Million 12.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive TAP 1 stocks	$39.1 Million 11.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$26.9 Million 7.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology RPD 1 stocks	$20.7 Million 6.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$2.86 Million 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts

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