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 DG DLTR 2 stocks	$98.1 Million 18.86% of portfolio	2	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials ICFI BAH 2 stocks	$94.8 Million 18.21% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical FOXF MNRO 2 stocks	$54.5 Million 10.46% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare JAZZ 1 stocks	$47.9 Million 9.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$42.4 Million 8.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$41.7 Million 8.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CACI 1 stocks	$37.5 Million 7.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$31.7 Million 6.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare UHS ACHC 2 stocks	$31 Million 5.96% of portfolio	1	1	1	-	0 Calls 0 Puts

Medical Instruments & Supplies \| Healthcare QDEL 1 stocks	$28.6 Million 5.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials UHAL 1 stocks	$12.2 Million 2.35% of portfolio	1	-	1	-	0 Calls 0 Puts

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