Impactive Capital LP Portfolio Holdings by Sector

Impactive Capital LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology CLVT CNXC 2 stocks	$505,561 18.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ABG 1 stocks	$459,717 17.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$455,379 16.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SLM 1 stocks	$402,501 14.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology ENV 1 stocks	$261,993 9.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical ETSY 1 stocks	$243,980 9.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$220,272 8.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CRL 1 stocks	$74,144 2.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials SITE 1 stocks	$68,990 2.56% of portfolio	1	-	1	-	0 Calls 0 Puts

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