Breach Inlet Capital Management, LLC Portfolio Holdings by Sector

Breach Inlet Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Education & Training Services \| Consumer Defensive LRN 1 stocks	$33.7 Million 20.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$32.7 Million 20.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BUR 1 stocks	$25.1 Million 15.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials PRG 1 stocks	$20.2 Million 12.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology DAKT 1 stocks	$20.1 Million 12.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services MANU 1 stocks	$17.9 Million 10.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical SEAS 1 stocks	$13.6 Million 8.36% of portfolio	-	1	-	-	0 Calls 0 Puts

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