Hill City Capital, LP Portfolio Holdings by Sector

Hill City Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials MTZ DY GVA 3 stocks	$473,292 34.5% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SPR TGI 2 stocks	$270,961 19.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology FSLR ARRY 2 stocks	$208,893 15.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENS ATKR 2 stocks	$106,135 7.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$75,717 5.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR JBI 2 stocks	$66,368 4.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$50,564 3.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$34,374 2.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$27,954 2.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials TFII 1 stocks	$19,850 1.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$17,827 1.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO 1 stocks	$10,751 0.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology ROG 1 stocks	$9,040 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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