P2 Capital Partners, LLC Portfolio Holdings by Sector

P2 Capital Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Industrial Machinery \| Industrials JBT TNC MIR ENOV 4 stocks	$205,497 23.47% of portfolio	2	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ACHC OPCH ENSG 3 stocks	$193,490 22.1% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CBZ 1 stocks	$121,157 13.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BLKB 1 stocks	$111,798 12.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVNT FUL 2 stocks	$101,103 11.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$79,500 9.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare LIVN 1 stocks	$55,135 6.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials SITE 1 stocks	$4,616 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$3,338 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts

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