Bluegrass Capital Partners LP Portfolio Holdings by Sector

Bluegrass Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Financial Data & Stock Exchanges \| Financial Services MCO SPGI 2 stocks	$30,708 20.1% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$22,789 14.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$21,659 14.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$20,429 13.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$18,201 11.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$17,565 11.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$16,387 10.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$2,596 1.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$2,461 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts

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