Contour Asset Management LLC Portfolio Holdings by Sector

Contour Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology ORCL SQ CYBR MSFT MDB HCP 6 stocks	$617,610 20.49% of portfolio	2	4	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM ZI ADSK HUBS 4 stocks	$459,431 15.24% of portfolio	4	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA GLBE W 4 stocks	$389,386 12.92% of portfolio	-	4	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z SPOT GOOGL 3 stocks	$378,697 12.56% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL AVGO QRVO 3 stocks	$316,172 10.49% of portfolio	2	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$278,231 9.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$255,658 8.48% of portfolio	1	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$118,396 3.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ 1 stocks	$95,625 3.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$45,362 1.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials BE 1 stocks	$31,334 1.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services RKT 1 stocks	$28,768 0.95% of portfolio	1	-	1	-	0 Calls 0 Puts

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