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	$874,935 43.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology FSLR ARRY 2 stocks	$565,971 28.07% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SPR 1 stocks	$102,370 5.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENS ATKR 2 stocks	$98,495 4.88% of portfolio	2	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CX CRH.L 2 stocks	$97,116 4.82% of portfolio	1	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$94,192 4.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$57,416 2.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM SITE 2 stocks	$54,657 2.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR WMS 2 stocks	$49,905 2.47% of portfolio	1	-	1	-	0 Calls 0 Puts

Trucking \| Industrials TFII 1 stocks	$12,768 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$8,540 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts

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