Contour Asset Management LLC Portfolio Holdings by Sector

Contour Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology BILL ZETA RNG DOCU COIN 5 stocks	$359,216 13.06% of portfolio	5	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN GLBE CVNA 3 stocks	$345,402 12.56% of portfolio	2	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology QRVO AVGO 2 stocks	$320,121 11.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services PINS SNAP META 3 stocks	$299,513 10.89% of portfolio	2	1	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$287,891 10.47% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM 1 stocks	$239,536 8.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ NTNX 2 stocks	$230,793 8.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$204,829 7.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$153,123 5.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$98,644 3.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services UPST 1 stocks	$89,724 3.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$50,043 1.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare DOCS 1 stocks	$44,838 1.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$25,807 0.94% of portfolio	1	-	1	-	0 Calls 0 Puts

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