Broad Peak Investment Holdings Ltd. Portfolio Holdings by Sector

Broad Peak Investment Holdings Ltd.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA 1 stocks	$96,229 18.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS 1 stocks	$76,077 14.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical WGO 1 stocks	$64,948 12.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH 1 stocks	$57,429 10.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$54,520 10.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services NTES TTWO 2 stocks	$49,003 9.22% of portfolio	1	1	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU TAL 2 stocks	$36,909 6.95% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$31,356 5.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$30,923 5.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical PHM TOL NVR DHI LEN TMHC LGIH TPH 8 stocks	$14,628 2.75% of portfolio	-	8	-	-	0 Calls 0 Puts
Electronic Components \| Technology CLS 1 stocks	$10,095 1.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical SKX 1 stocks	$9,268 1.74% of portfolio	-	1	-	-	0 Calls 0 Puts

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