Bwcp, LP Portfolio Holdings by Sector

Bwcp, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology ZETA ADSK PCOR BLND 4 stocks	$86,009 18.62% of portfolio	3	1	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT WIX 2 stocks	$55,796 12.08% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN 2 stocks	$54,796 11.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical BYD 1 stocks	$41,230 8.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$38,141 8.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FIX 1 stocks	$32,817 7.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical EYE 1 stocks	$27,072 5.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$26,772 5.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$25,773 5.58% of portfolio	-	1	-	-	0 Calls 0 Puts

Gambling \| Consumer Cyclical DKNG 1 stocks	$22,763 4.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$17,901 3.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$16,693 3.61% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$8,500 1.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$7,772 1.68% of portfolio	-	1	-	-	0 Calls 0 Puts

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