Clearfield Capital Management LP Portfolio Holdings by Sector

Clearfield Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Airlines \| Industrials UAL DAL 2 stocks	$52,502 45.69% of portfolio	2	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$19,323 16.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services APLD 1 stocks	$12,605 10.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$11,559 10.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$10,102 8.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$8,821 7.68% of portfolio	-	1	-	-	0 Calls 0 Puts

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