Instuitional Investor - Capelight Capital Asset Management Lp

Fund Profile
Filing Period:
Fund Name: Capelight Capital Asset Management Lp
Portfolio Value $208,421,034
Filing Period:
No. Security Ticker Shares Value % Port
1. SNDK 18,000 $40,927,140 19.64%
2. CORZ 750,000 $19,192,500 9.21%
3.
Legence Corp
165,000 $14,062,950 6.75%
4. MHO 80,000 $12,863,200 6.17%
5. AMAT 17,000 $12,291,000 5.9%