Broad Peak Investment Advisers Pte LTD Portfolio Holdings by Sector

Broad Peak Investment Advisers Pte LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology U DUOL 2 stocks	$124 Million 40.97% of portfolio	2	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology LITE CRDO 2 stocks	$81.4 Million 26.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$27.7 Million 9.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$19.1 Million 6.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical LEVI RL 2 stocks	$12.2 Million 4.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical URBN BOOT 2 stocks	$11.4 Million 3.75% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services YY 1 stocks	$9.36 Million 3.09% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs XRT 1 stocks	$6 Million 1.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS 1 stocks	$5.9 Million 1.95% of portfolio	1	-	1	-	0 Calls 0 Puts

Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$5.76 Million 1.9% of portfolio	-	1	-	-	0 Calls 0 Puts

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