Hutchin Hill Capital, LP

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CIK 1482799

13F portfolio (2017-Q4)

$359M

Positions

366

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2017-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2017-Q4)

Holdings

366

Top 5

13.0%

Top 10

23.2%

Effective N

102.2

HHI

0.010

This quarter

178 new · 0 exit →

By sector

Unclassified40.6%

Financials20.7%

Information Technology12.1%

Industrials11.7%

Consumer Discretionary3.7%

Health Care3.6%

Communication Services2.0%

Materials1.9%

Other3.7%

By market cap

Unknown41.8%

Mid ($2–10B)23.8%

Large ($10–200B)19.4%

Small ($300M–2B)8.8%

Mega (>$200B)5.0%

Micro (<$300M)1.2%

By region

North America59.1%

Other40.6%

Europe0.2%

Middle East0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	40.59%	139
Banks	13.33%	24
Commercial Services & Supplies	5.02%	16
Semiconductors & Semiconductor Equipment	5.02%	16
Insurance	4.16%	9
Construction & Engineering	2.88%	6
Machinery	2.72%	16
Software	2.66%	9
Capital Markets	2.55%	4
Software & IT Services	2.55%	11
Health Care Equipment & Supplies	1.84%	4
Specialty Retail	1.60%	11
Chemicals	1.56%	11
Food Products	1.52%	2
Technology Hardware & Equipment	1.20%	8
Communications Equipment	1.05%	3
Pharmaceuticals & Biotechnology	1.02%	9
Aerospace & Defense	0.86%	6
Media & Entertainment	0.73%	4
Diversified Consumer Services	0.69%	4
Oil, Gas & Consumable Fuels	0.68%	7
Distributors	0.67%	4
Equity Real Estate Investment Trusts (REITs)	0.59%	5
Entertainment	0.46%	4
Road & Rail	0.41%	3
Health Care Providers & Services	0.37%	2
Metals & Mining	0.36%	2
Life Sciences Tools & Services	0.35%	3
Utilities	0.35%	4
Professional Services	0.32%	3
Automobiles & Components	0.30%	3
Beverages	0.30%	2
Real Estate Management & Development	0.28%	1
Diversified Telecommunication Services	0.21%	1
Textiles, Apparel & Luxury Goods	0.15%	2
Hotels, Restaurants & Leisure	0.14%	1
Leisure Products	0.11%	2
Marine	0.11%	2
Media & Publishing	0.10%	1
Electrical Equipment & Components	0.10%	1
Airlines	0.07%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	XLP	SELECT SECTOR SPDR TR	Unclassified	2.91%
2	BBT	Beacon Financial Corp	Financials	2.73%
3	IWF	ISHARES TR	Unclassified	2.61%
4	MCHB	Mechanics Bancorp	Financials	2.48%
5	SBNY	SIGNATURE BK NEW YORK N Y	Unclassified	2.27%
6	FNB	FNB CORP/PA/	Financials	2.26%
7	NAVI	NAVIENT CORP	Financials	2.24%
8	TOL	Toll Brothers, Inc.	Industrials	2.00%
9	FIS	Fidelity National Information Services, Inc.	Industrials	1.90%
10	MU	MICRON TECHNOLOGY INC	Information Technology	1.85%

227/366 names classified · sector 59.4% of weight · industry 59.4% · mkt cap 58.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 19 quarters

FinancialsSLM, MS, COF, MCHB, BBT · other

Consumer DiscretionaryDLTR, PVH, BURL, YUM, SIG · other

Information TechnologyNXPI, MU, AVGO, LDOS, BB · other

IndustrialsAAL, FIS, NCLH, TOL, ADT · other

MaterialsPG, CSTM, AXTA, ALB, VMC · other

Health CareBKD, ABBV, MDT, ZTS, COO · other

Consumer StaplesSTZ, POST, PEP, GIS, MDLZ · other

Communication ServicesVZ, CMCSA, META, NWSA, CHTR · other

EnergyOXY, GPOR, EOG, PAGP, PARR · other

UtilitiesLNG, WMB, KMI, TLN, TRGP · other

Real EstateEQIX, HST, AMT, LAMR, FPH · other

UnclassifiedNorthstar Realty Eur, HYG, PRIVATEBANCORP INC, LINKEDIN CORP, NORTHSTAR REIT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 59.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2017-Q4), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (204 classified)Hutchin Hill Capital, LP centroid (Small Core)

FinancialsInformation TechnologyIndustrialsConsumer DiscretionaryHealth CareCommunication ServicesConsumer StaplesMaterialsEnergyReal EstateUtilities

Style box summary for Hutchin Hill Capital, LP: centroid Small Core. Heaviest cells: Small Core 14.5%, Small Value 8.5%, Mid Value 7.0%.

Classified: 52.9% of book weight (204/247 names) · unclassified 47.1%: , XLP, IWF, SBNY, NAVI, IWN, GEF, OCSL, IWM, DOX +33 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 366 positions (2017-Q4) · largest first · Δ vs 2017-Q3

#	Security	Shares	Value	Weight	Δ QoQ
1	XLPSELECT SECTOR SPDR TR	183,300	$10M	2.9%	HOLD
2	BBTBERKSHIRE HILLS BANCORP INC	267,481	$10M	2.7%	TRIM −47%
3	IWFISHARES TR	69,411	$9M	2.6%	NEW
4	MCHBMECHANICS BANCORP	306,948	$9M	2.5%	TRIM −60%
5	SBNYSIGNATURE BK NEW YORK N Y	59,330	$8M	2.3%	TRIM −69%
6	FNBF N B CORP	586,033	$8M	2.3%	TRIM −53%
7	NAVINAVIENT CORPORATION	601,952	$8M	2.2%	TRIM −40%
8	TOLTOLL BROTHERS INC	149,600	$7M	2.0%	TRIM −11%
9	FISFIDELITY NATL INFORMATION SV	72,300	$7M	1.9%	TRIM −55%
10	MUMICRON TECHNOLOGY INC	161,400	$7M	1.9%	TRIM −42%
11	IWNISHARES TR	51,600	$6M	1.8%	HOLD
12	SANDERSON FARMS INC	43,900	$6M	1.7%	ADD 854%
13	TAILORED BRANDS INC	274,065	$6M	1.7%	ADD 23%
14	FIRST DATA CORP NEW	352,972	$6M	1.6%	ADD 908%
15	GISGENERAL MILLS INC	84,800	$5M	1.4%	TRIM −54%
16	SLMSLM CORP	424,826	$5M	1.3%	NEW
17	SANTANDER CONSUMER USA HOLDINGS	236,107	$4M	1.2%	TRIM −83%
18	FINISH LINE INC	286,100	$4M	1.2%	ADD 83%
19	COOCOOPER COMPANIES INC	19,000	$4M	1.2%	ADD 138%
20	BBBLACKBERRY LTD	361,300	$4M	1.1%	TRIM −41%
21	ANYWHERE REAL ESTATE INC	148,885	$4M	1.1%	NEW
22	HEARTLAND FINL USA INC	72,452	$4M	1.1%	TRIM −71%
23	GEFGREIF INC	58,300	$4M	1.0%	NEW
24	KFYKORN FERRY INTL	85,300	$4M	1.0%	ADD 29%
25	TRVTRAVELERS COMPANIES INC	24,750	$3M	0.9%	NEW
26	NAVISTAR INTERNATIONAL	68,100	$3M	0.8%	NEW
27	FBPFIRST BANCORP P R	568,029	$3M	0.8%	TRIM −38%
28	OCSLOAKTREE SPECIALTY LENDING	585,108	$3M	0.8%	NEW
29	HILLENBRAND INC	60,445	$3M	0.8%	ADD 695%
30	NCI BUILDING SYS INC	135,100	$3M	0.7%	NEW
31	HIBBETT INC	121,700	$2M	0.7%	NEW
32	CIENCIENA CORP	118,600	$2M	0.7%	NEW
33	EGEVEREST GROUP LTD	10,618	$2M	0.7%	NEW
34	IWMISHARES TR	14,700	$2M	0.6%	TRIM −22%
35	ALLALLSTATE CORP	19,800	$2M	0.6%	TRIM −77%
36	CNOBCONNECTONE BANCORP INC	80,344	$2M	0.6%	TRIM −78%
37	DOXAMDOCS LTD	30,610	$2M	0.6%	ADD 90%
38	XLESELECT SECTOR SPDR TR	26,100	$2M	0.5%	NEW
39	HIGHARTFORD INSURANCE GROUP INC	33,000	$2M	0.5%	NEW
40	AIZASSURANT INC	18,150	$2M	0.5%	TRIM −74%
41	MAMASTERCARD INCORPORATED	11,550	$2M	0.5%	TRIM −70%
42	CALAMP CORP	78,800	$2M	0.5%	ADD 44%
43	PGRPROGRESSIVE CORP	29,700	$2M	0.5%	TRIM −88%
44	AIRAAR CORP	41,700	$2M	0.5%	NEW
45	KLICKULICKE & SOFFA INDS INC	66,500	$2M	0.5%	ADD 69%
46	GPIGROUP 1 AUTOMOTIVE INC	22,600	$2M	0.4%	NEW
47	EVTCEVERTEC INC	112,708	$2M	0.4%	ADD 101%
48	NTBBANK OF NT BUTTERFIELD&SON L	42,285	$2M	0.4%	NEW
49	MCHPMICROCHIP TECHNOLOGY INC.	16,800	$1M	0.4%	TRIM −87%
50	PLXSPLEXUS CORP	24,158	$1M	0.4%	NEW
51	CRMSALESFORCE INC	13,500	$1M	0.4%	TRIM −88%
52	EEFTEURONET WORLDWIDE INC	15,800	$1M	0.4%	ADD 50%
53	ITGRINTEGER HLDGS CORP	29,000	$1M	0.4%	ADD 73%
54	PLUSEPLUS INC	17,400	$1M	0.4%	ADD 370%
55	AVGOBROADCOM LTD	5,000	$1M	0.4%	TRIM −94%
56	PHH CORP	119,718	$1M	0.3%	ADD 141%
57	GHCGRAHAM HLDGS CO	2,200	$1M	0.3%	ADD 29%
58	IBMINTERNATIONAL BUSINESS MACHS	8,000	$1M	0.3%	TRIM −7%
59	Engility Holdings Inc	42,700	$1M	0.3%	NEW
60	CARE COM INC	66,700	$1M	0.3%	NEW
61	CMCSACOMCAST CORP NEW	30,000	$1M	0.3%	TRIM −89%
62	CFFNCAPITOL FED FINL INC	89,500	$1M	0.3%	TRIM −7%
63	ABGASBURY AUTOMOTIVE GROUP INC	18,400	$1M	0.3%	ADD 90%
64	NSPINSPERITY INC	19,900	$1M	0.3%	NEW
65	ENSTAR GROUP LIMITED	5,626	$1M	0.3%	NEW
66	KEYKEYCORP	55,000	$1M	0.3%	NEW
67	FICOFAIR ISAAC CORP	7,200	$1M	0.3%	NEW
68	SBLKSTAR BULK CARRIERS CORP.	95,600	$1M	0.3%	ADD 140%
69	LSCCLATTICE SEMICONDUCTOR CORP	184,900	$1M	0.3%	NEW
70	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	15,000	$1M	0.3%	TRIM −91%
71	ICLRICON PLC	9,500	$1M	0.3%	NEW
72	PARRPAR PAC HOLDINGS INC	54,817	$1M	0.3%	ADD 261%
73	FIXCOMFORT SYS USA INC	24,200	$1M	0.3%	NEW
74	SCLSTEPAN CO	13,000	$1M	0.3%	NEW
75	SPX FLOW INC	21,500	$1M	0.3%	NEW
76	XLBSELECT SECTOR SPDR TR	16,700	$1M	0.3%	TRIM −75%
77	DXCDXC TECHNOLOGY CO	10,600	$1M	0.3%	TRIM −95%
78	STONE ENERGY CORP	31,100	$1M	0.3%	NEW
79	FPHFIVE POINT HOLDINGS LLC	70,577	$995,000	0.3%	NEW
80	METAMETA PLATFORMS INC	5,600	$988,000	0.3%	TRIM −92%
81	CYHCOMMUNITY HEALTH SYS INC NEW	216,900	$924,000	0.3%	ADD 233%
82	AMATAPPLIED MATLS INC	18,000	$920,000	0.3%	TRIM −89%
83	SHIP FINANCE INTERNATIONAL L	59,000	$915,000	0.3%	TRIM −46%
84	NEUNEWMARKET CORP	2,300	$914,000	0.3%	NEW
85	OSISOSI SYSTEMS INC	14,200	$914,000	0.3%	ADD 492%
86	PFLTPENNANTPARK FLOATING RATE CA	65,900	$904,000	0.3%	NEW
87	PIER 1 IMPORTS INC	217,000	$898,000	0.3%	NEW
88	TTWOTAKE-TWO INTERACTIVE SOFTWAR	8,000	$878,000	0.2%	TRIM −87%
89	LUMINEX CORP	43,600	$859,000	0.2%	ADD 54%
90	QUOTIENT TECHNOLOGY INC	73,100	$859,000	0.2%	ADD 590%
91	ORITANI FINL CORP DEL	52,200	$856,000	0.2%	ADD 50%
92	MSFTMICROSOFT CORP	10,000	$855,000	0.2%	ADD 44%
93	ARCBARCBEST CORP	23,800	$851,000	0.2%	ADD 22%
94	TRSTRIMAS CORP	31,700	$848,000	0.2%	HOLD
95	ANIPANI PHARMACEUTICALS INC	13,100	$844,000	0.2%	NEW
96	IMPERVA INC	21,200	$842,000	0.2%	NEW
97	HD SUPPLY HLDGS INC	20,900	$837,000	0.2%	TRIM −66%
98	SYKES ENTERPRISES INC	26,500	$833,000	0.2%	NEW
99	XRTSPDR SERIES TRUST	18,241	$824,000	0.2%	TRIM −87%
100	ACETO CORP	79,000	$816,000	0.2%	NEW
101	BARNES & NOBLE ED INC	98,500	$812,000	0.2%	NEW
102	SCORPIO BULKERS INC	109,700	$812,000	0.2%	TRIM −18%
103	CSG SYS INTL INC	18,500	$811,000	0.2%	NEW
104	MTNVAIL RESORTS INC	3,800	$807,000	0.2%	NEW
105	PRIMPRIMORIS SVCS CORP	29,250	$795,000	0.2%	NEW
106	TILE SHOP HLDGS INC	82,800	$795,000	0.2%	NEW
107	XLVSELECT SECTOR SPDR TR	9,500	$785,000	0.2%	TRIM −79%
108	REV GROUP INC	23,700	$771,000	0.2%	NEW
109	NFLXNETFLIX INC	4,000	$768,000	0.2%	NEW
110	TMUST-MOBILE US INC	12,100	$768,000	0.2%	NEW
111	TECHBIO-TECHNE CORP	5,900	$764,000	0.2%	TRIM −31%
112	VERSO CORP	42,600	$748,000	0.2%	NEW
113	TFSLTFS FINL CORP	49,200	$735,000	0.2%	ADD 28%
114	ACGLARCH CAP GROUP LTD	8,100	$735,000	0.2%	NEW
115	MATWMATTHEWS INTL CORP	13,900	$734,000	0.2%	NEW
116	GOOGALPHABET INC	700	$732,000	0.2%	NEW
117	CDNSCADENCE DESIGN SYSTEM INC	17,500	$732,000	0.2%	ADD 5%
118	AJGGALLAGHER ARTHUR J & CO	11,400	$721,000	0.2%	NEW
119	APOLLO INVT CORP	125,100	$708,000	0.2%	TRIM −26%
120	AMZNAMAZON COM INC	600	$702,000	0.2%	TRIM −96%
121	BALLBALL CORP	18,500	$700,000	0.2%	ADD 270%
122	LLYELI LILLY & CO	8,200	$693,000	0.2%	TRIM −51%
123	BFHBREAD FINANCIAL HOLDINGS INC	2,700	$684,000	0.2%	TRIM −26%
124	SXTSENSIENT TECHNOLOGIES CORP	9,200	$673,000	0.2%	NEW
125	ANIKANIKA THERAPEUTICS INC	12,400	$668,000	0.2%	ADD 20%
126	NAUTILUS INC	49,800	$665,000	0.2%	NEW
127	MARVELL TECHNOLOGY GROUP LTD	30,000	$644,000	0.2%	ADD 20%
128	QCOMQUALCOMM INC	10,000	$640,000	0.2%	NEW
129	COHUCOHU INC	29,000	$637,000	0.2%	NEW
130	MASONITE INTERNATIONAL CORP	8,500	$630,000	0.2%	NEW
131	CMTLCOMTECH TELECOMMUNICATIONS C	28,400	$628,000	0.2%	TRIM −10%
132	AVX CORP NEW	35,899	$621,000	0.2%	ADD 13%
133	ALLEALLEGION PLC	7,800	$621,000	0.2%	NEW
134	FOSLFOSSIL GROUP INC	79,651	$619,000	0.2%	NEW
135	NGVTINGEVITY CORP	8,700	$613,000	0.2%	NEW
136	CALAVO GROWERS INC	7,100	$599,000	0.2%	NEW
137	CAPSTEAD MTG CORP	69,000	$597,000	0.2%	TRIM −55%
138	ANALOGIC CORP	7,100	$595,000	0.2%	TRIM −50%
139	LYON WILLIAM HOMES	20,200	$587,000	0.2%	NEW
140	HOUGHTON MIFFLIN HARCOURT CO	63,000	$586,000	0.2%	NEW
141	REXREX AMERICAN RES CORP	7,000	$580,000	0.2%	ADD 11%
142	USBUS BANCORP	10,800	$579,000	0.2%	TRIM −75%
143	IQVIQVIA HLDGS INC	5,900	$578,000	0.2%	NEW
144	BWXTBWX TECHNOLOGIES INC	9,500	$575,000	0.2%	ADD 46%
145	DORMDORMAN PRODS INC	9,400	$575,000	0.2%	ADD 13%
146	HPQHP INC	27,300	$574,000	0.2%	TRIM −93%
147	VVISA INC	5,000	$570,000	0.2%	TRIM −97%
148	STERIS PLC SHS USD	6,500	$569,000	0.2%	TRIM −28%
149	CCEPCOCA-COLA EUROPACIFIC PARTNE	14,200	$566,000	0.2%	TRIM −95%
150	MORNMORNINGSTAR INC	5,800	$562,000	0.2%	NEW
151	NXQUANEX BLDG PRODS CORP	23,700	$555,000	0.2%	ADD 16%
152	ICFIICF INTL INC	10,500	$551,000	0.2%	NEW
153	COTIVITI HLDGS INC	17,020	$548,000	0.2%	NEW
154	CSVCARRIAGE SVCS INC	21,200	$545,000	0.2%	TRIM −7%
155	MTRXMATRIX SVC CO	30,500	$543,000	0.2%	NEW
156	KAMAN CORP	9,200	$541,000	0.2%	TRIM −23%
157	KBRKBR INC	26,900	$533,000	0.1%	TRIM −12%
158	SIGSIGNET JEWELERS LIMITED	9,400	$532,000	0.1%	TRIM −90%
159	TRTXTPG RE FIN TR INC	27,700	$528,000	0.1%	HOLD
160	PRESIDIO INC	27,300	$523,000	0.1%	NEW
161	SOUTHSTATE CORPORATION	6,000	$523,000	0.1%	NEW
162	ENCORE WIRE CORP	10,700	$521,000	0.1%	NEW
163	TIVITY HEALTH INC	14,200	$519,000	0.1%	NEW
164	BUSEFIRST BUSEY CORP	17,300	$518,000	0.1%	TRIM −12%
165	SAMBOSTON BEER INC	2,700	$516,000	0.1%	TRIM −45%
166	CACICACI INTL INC	3,900	$516,000	0.1%	NEW
167	APPFAPPFOLIO INC	12,300	$510,000	0.1%	NEW
168	CROXCROCS INC	40,000	$506,000	0.1%	TRIM −26%
169	LIBERTY PPTY TR	11,700	$503,000	0.1%	TRIM −43%
170	EQREQUITY RESIDENTIAL	7,700	$491,000	0.1%	TRIM −72%
171	HSTMHEALTHSTREAM INC	21,200	$491,000	0.1%	ADD 51%
172	LOCOEL POLLO LOCO HLDGS INC	49,500	$490,000	0.1%	NEW
173	HOLLYFRONTIER CORP	9,400	$481,000	0.1%	TRIM −33%
174	WDCWESTERN DIGITAL CORP	6,000	$477,000	0.1%	NEW
175	SPSCSPS COMM INC	9,800	$476,000	0.1%	TRIM −27%
176	CHINA BIOLOGIC PRODS HLDGS I	6,000	$473,000	0.1%	ADD 140%
177	BRYN MAWR BK CORP	10,600	$469,000	0.1%	ADD 74%
178	BCCBOISE CASCADE CO DEL	11,700	$467,000	0.1%	NEW
179	HAEHAEMONETICS CORP	8,000	$465,000	0.1%	TRIM −70%
180	ALGALAMO GROUP INC	4,100	$463,000	0.1%	TRIM −45%
181	PNWPINNACLE WEST CAP CORP	5,400	$460,000	0.1%	TRIM −21%
182	Intelsat	135,600	$460,000	0.1%	ADD 259%
183	TIME WARNER INC	5,000	$457,000	0.1%	TRIM −99%
184	HWCHANCOCK WHITNEY CORPORATION	9,164	$454,000	0.1%	TRIM −91%
185	APHAMPHENOL CORP	5,100	$448,000	0.1%	NEW
186	ARIAPOLLO COML REAL EST FIN INC	24,211	$447,000	0.1%	TRIM −64%
187	VIRTUSA CORP	10,100	$445,000	0.1%	TRIM −57%
188	CPFCENTRAL PAC FINL CORP	14,900	$444,000	0.1%	NEW
189	FCFFIRST COMWLTH FINL CORP PA	30,800	$441,000	0.1%	TRIM −45%
190	PPCPILGRIMS PRIDE CORP	14,000	$435,000	0.1%	ADD 18%
191	BEACON ROOFING SUPPLY INC	6,800	$434,000	0.1%	NEW
192	NIELSEN HLDGS PLC	11,854	$431,000	0.1%	NEW
193	RMBSRAMBUS INC DEL	29,900	$425,000	0.1%	TRIM −26%
194	LORAL SPACE & COM INC	9,600	$423,000	0.1%	ADD 22%
195	CVLGCOVENANT LOGISTICS GROUP INC	14,700	$422,000	0.1%	NEW
196	CCKCROWN HLDGS INC	7,500	$422,000	0.1%	TRIM −37%
197	NWBINORTHWEST BANCSHARES INC MD	25,200	$422,000	0.1%	TRIM −52%
198	VISTA OUTDOOR INC	28,700	$418,000	0.1%	NEW
199	DENNYS CORP	31,500	$417,000	0.1%	NEW
200	KRNYKEARNY FINL CORP MD	28,700	$415,000	0.1%	NEW

showing the top 200 by weight

☆Hutchin Hill Capital, LP