Crestwood Capital Management, L.P. Portfolio Holdings by Sector

Crestwood Capital Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services IBN 1 stocks	$16,682 15.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$16,104 14.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$15,143 13.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical FIVE 1 stocks	$13,305 11.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare PGNY 1 stocks	$10,578 9.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$10,353 9.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$9,996 9.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DV 1 stocks	$9,424 8.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$6,306 5.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$3,155 2.84% of portfolio	1	-	-	-	0 Calls 0 Puts

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