Vision One Management Partners, LP Portfolio Holdings by Sector

Vision One Management Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TGI 1 stocks	$46.1 Million 29.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials CC NGVT 2 stocks	$43.1 Million 27.84% of portfolio	2	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$22.2 Million 14.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical CPRI 1 stocks	$17.3 Million 11.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Broadcasting \| Communication Services TGNA 1 stocks	$15.1 Million 9.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials TNC 1 stocks	$9.26 Million 5.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical FL 1 stocks	$1.21 Million 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI 1 stocks	$395,252 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts

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