North Peak Capital Management, LLC Portfolio Holdings by Sector

North Peak Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$228,823 22.97% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs RSP 1 stocks	$186,937 18.77% of portfolio	1	-	1	-	0 Calls 1 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$165,074 16.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$124,489 12.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$111,984 11.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$85,091 8.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY 1 stocks	$68,825 6.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MDB 1 stocks	$24,937 2.5% of portfolio	1	-	1	-	0 Calls 0 Puts

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