Ctf Capital Management, LP Portfolio Holdings by Sector

Ctf Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare CVS 1 stocks	$26,914 13.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO AMD 2 stocks	$20,909 10.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$19,588 9.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$17,866 8.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$17,682 8.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR LII 2 stocks	$17,064 8.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$16,087 7.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PATK 1 stocks	$15,514 7.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services AXS 1 stocks	$14,370 7.13% of portfolio	-	1	-	-	0 Calls 0 Puts

Software—Application \| Technology APPF 1 stocks	$11,026 5.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$9,086 4.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$7,961 3.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRNA 1 stocks	$7,467 3.71% of portfolio	-	-	-	-	0 Calls 0 Puts

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