Ampersand Capital Group, L.P. Portfolio Holdings by Sector

Ampersand Capital Group, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical MELI GLBE 2 stocks	$76.2 Million 37.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PTC SHOP 2 stocks	$53.5 Million 26.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH 1 stocks	$31.4 Million 15.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$20.6 Million 10.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$19.2 Million 9.57% of portfolio	-	1	-	-	0 Calls 0 Puts

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