Pat Dorsey Portfolio Holdings by Sector

Dorsey Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP SMAR SPT SEMR 4 stocks	$264,532 28.52% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$208,690 22.5% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$92,793 10.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX 1 stocks	$92,572 9.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$90,711 9.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$82,699 8.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials HRI 1 stocks	$67,948 7.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials UPWK 1 stocks	$27,636 2.98% of portfolio	-	1	-	-	0 Calls 0 Puts

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