Mak Capital One LLC Portfolio Holdings by Sector

Mak Capital One LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical SKY SKY 2 stocks	$308,350 47.18% of portfolio	1	-	1	-	0 Calls 1 Puts
Software—Application \| Technology AGYS AGYS 2 stocks	$200,242 30.64% of portfolio	1	-	1	-	0 Calls 1 Puts
Staffing & Employment Services \| Industrials HSII 1 stocks	$44,199 6.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SUPV 1 stocks	$41,224 6.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials LOMA 1 stocks	$31,722 4.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical YTRA 1 stocks	$15,334 2.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials SBSW 1 stocks	$11,778 1.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology LASR 1 stocks	$728 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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