Sw Investment Management LLC Portfolio Holdings by Sector

Sw Investment Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AMKR 1 stocks	$54,027 17.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials SKYW 1 stocks	$49,241 15.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology UI 1 stocks	$43,698 13.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NET 1 stocks	$33,132 10.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$27,696 8.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX SNBR 2 stocks	$27,019 8.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSN 1 stocks	$26,588 8.46% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate SUI 1 stocks	$24,068 7.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AIRS BTMD 2 stocks	$21,735 6.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials CMP 1 stocks	$3,099 0.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GTX 1 stocks	$2,577 0.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive SAM 1 stocks	$1,525 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts

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