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	$224,641 29.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$137,502 18.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY 1 stocks	$108,373 14.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$92,905 12.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$75,550 10.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$71,896 9.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$44,735 5.92% of portfolio	1	-	-	-	0 Calls 0 Puts

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