Pertento Partners LLP Portfolio Holdings by Sector

Pertento Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Food Distribution \| Consumer Defensive USFD 1 stocks	$91,730 12.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML ACMR 2 stocks	$73,279 10.14% of portfolio	1	1	1	-	0 Calls 1 Puts
ETFs \| ETFs EWJ INDA 2 stocks	$72,137 9.98% of portfolio	1	-	1	-	0 Calls 1 Puts
Semiconductors \| Technology SIMO 1 stocks	$61,150 8.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SLM 1 stocks	$60,456 8.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MDU 1 stocks	$53,363 7.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT 1 stocks	$51,210 7.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$41,831 5.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$39,225 5.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology NTGR 1 stocks	$39,029 5.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials CRAI 1 stocks	$38,975 5.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PAX 1 stocks	$37,354 5.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ROIV 1 stocks	$36,572 5.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX 1 stocks	$13,620 1.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services APLD 1 stocks	$12,561 1.74% of portfolio	-	1	-	-	0 Calls 0 Puts

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