Afton Capital Management LLC Portfolio Holdings by Sector

Afton Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas E&P \| Energy OXY CLR PR APA 3 stocks	$7,703 27.15% of portfolio	2	2	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENVX FREY 2 stocks	$4,940 17.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology BILL SNOW DDOG 3 stocks	$4,574 16.12% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD PANW 2 stocks	$3,286 11.58% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$1,881 6.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$1,721 6.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology WOLF 1 stocks	$1,550 5.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials ASPN 1 stocks	$1,541 5.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1,177 4.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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