Baypointe Partners LLC Portfolio Holdings by Sector

Baypointe Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Retail \| Consumer Cyclical RH BBWI TSCO 3 stocks	$34.8 Million 15.88% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$32.5 Million 14.86% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive BJ TGT 2 stocks	$25.3 Million 11.56% of portfolio	2	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI TOL LEN MTH 4 stocks	$25.1 Million 11.47% of portfolio	4	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD DPZ SBUX 3 stocks	$21.4 Million 9.76% of portfolio	3	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$16.4 Million 7.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$14 Million 6.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL EL 2 stocks	$13.1 Million 6.0% of portfolio	2	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE ONON 2 stocks	$12.9 Million 5.91% of portfolio	2	-	-	-	0 Calls 0 Puts

Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$11.8 Million 5.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$5.25 Million 2.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$4.85 Million 2.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$1.42 Million 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts

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