Circumference Group LLC Portfolio Holdings by Sector

Circumference Group LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology TDC BASE DAVA PATH INFA YEXT AVDX FIVN 10 stocks	$39.1 Million 47.89% of portfolio	7	1	-	-	0 Calls 0 Puts
Software—Application \| Technology ZI VMEO CXM ONTF AMPL CXM 6 stocks	$14.6 Million 17.9% of portfolio	1	2	-	-	1 Calls 0 Puts
Staffing & Employment Services \| Industrials UPWK KFY 2 stocks	$9.18 Million 11.24% of portfolio	1	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials RGP 1 stocks	$6.93 Million 8.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology EXTR 1 stocks	$5.23 Million 6.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO 1 stocks	$4.9 Million 6.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$1.69 Million 2.07% of portfolio	1	-	-	-	0 Calls 0 Puts

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