North Peak Capital Management, LLC Portfolio Holdings by Sector

North Peak Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology WDAY FROG 2 stocks	$214,280 30.12% of portfolio	1	1	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$214,037 30.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$122,954 17.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$75,616 10.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$59,194 8.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$25,262 3.55% of portfolio	-	1	-	-	0 Calls 0 Puts

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