Contour Asset Management LLC Portfolio Holdings by Sector

Contour Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology QRVO MRVL TXN AVGO 4 stocks	$307,902 14.04% of portfolio	2	2	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ NTNX 2 stocks	$263,247 12.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA GLBE W 3 stocks	$260,252 11.87% of portfolio	2	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$236,372 10.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services PINS META Z 3 stocks	$214,619 9.79% of portfolio	2	1	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$180,701 8.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology BILL RNG APP 3 stocks	$156,706 7.15% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$137,656 6.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$136,532 6.23% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM 1 stocks	$122,800 5.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$83,081 3.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CDW 1 stocks	$64,505 2.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$28,524 1.3% of portfolio	1	-	1	-	0 Calls 0 Puts

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