Engle Capital Management, L.P. Portfolio Holdings by Sector

Engle Capital Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology KD FISV 2 stocks	$45,581 20.59% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY HOOD 2 stocks	$30,595 13.82% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology WK 1 stocks	$20,367 9.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$19,872 8.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$17,704 8.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL KNSL 2 stocks	$15,854 7.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ARLO 1 stocks	$13,495 6.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ROAD 1 stocks	$13,445 6.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO KKR 2 stocks	$13,296 6.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$9,154 4.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$8,987 4.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$8,520 3.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PTON 1 stocks	$2,451 1.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$2,072 0.94% of portfolio	1	-	1	-	0 Calls 0 Puts

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