Bryan Lawrence Portfolio Holdings by Sector

Oakcliff Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services IBKR 1 stocks	$52,945 27.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$28,779 14.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$26,984 13.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$22,502 11.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Thermal Coal \| Energy NRP 1 stocks	$17,086 8.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$13,107 6.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy SGU 1 stocks	$12,685 6.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$11,072 5.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LGIH 1 stocks	$10,404 5.32% of portfolio	-	1	-	-	0 Calls 0 Puts

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