Rivermont Capital Management LP Portfolio Holdings by Sector

Rivermont Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$28.6 Million 12.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SXT 1 stocks	$27.8 Million 11.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$25.8 Million 10.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$24.3 Million 10.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$19.5 Million 8.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$18.7 Million 7.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$18.7 Million 7.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SSNC 1 stocks	$17.8 Million 7.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology HOOD 1 stocks	$16.7 Million 7.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials WWD 1 stocks	$16.7 Million 7.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$10.7 Million 4.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$8.18 Million 3.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$3.16 Million 1.33% of portfolio	1	-	1	-	0 Calls 0 Puts

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