Contour Asset Management LLC Portfolio Holdings by Sector

Contour Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology CRM WDAY ZI ADSK 4 stocks	$585,790 18.12% of portfolio	2	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ ORCL NTNX MDB HCP 5 stocks	$516,321 15.97% of portfolio	3	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z SPOT PINS FVRR 4 stocks	$441,717 13.66% of portfolio	2	2	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE AMZN CVNA W 4 stocks	$377,652 11.68% of portfolio	2	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL TXN 2 stocks	$350,259 10.83% of portfolio	1	1	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$330,772 10.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$252,638 7.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$148,239 4.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$147,695 4.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$40,575 1.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials UPWK 1 stocks	$24,633 0.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services DNB 1 stocks	$17,018 0.53% of portfolio	1	-	1	-	0 Calls 0 Puts

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