Circumference Group LLC Portfolio Holdings by Sector

Circumference Group LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology TDC INFA YEXT PATH DAVA BASE FIVN AVDX 11 stocks	$43.6 Million 45.2% of portfolio	4	7	1	-	0 Calls 0 Puts
Software—Application \| Technology ZI CXM VMEO AMPL ONTF 5 stocks	$15.3 Million 15.92% of portfolio	3	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials UPWK KFY 2 stocks	$8.73 Million 9.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO 1 stocks	$8.33 Million 8.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology EXTR 1 stocks	$7.09 Million 7.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials RGP 1 stocks	$6.92 Million 7.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$3.49 Million 3.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$2.91 Million 3.02% of portfolio	1	-	-	-	0 Calls 0 Puts

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