Impactive Capital LP Portfolio Holdings by Sector

Impactive Capital LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology CNXC CLVT 2 stocks	$416,233 18.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$351,838 15.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ABG 1 stocks	$297,465 13.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$292,565 13.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SLM 1 stocks	$263,296 11.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$228,536 10.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials WMS 1 stocks	$191,126 8.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical ETSY 1 stocks	$178,097 8.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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