Pertento Partners LLP Portfolio Holdings by Sector

Pertento Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology CLBT ADBE 2 stocks	$127,226 19.34% of portfolio	2	-	1	-	0 Calls 1 Puts
Semiconductors \| Technology SIMO 1 stocks	$122,343 18.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$109,154 16.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials IESC 1 stocks	$71,087 10.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PAX 1 stocks	$57,990 8.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology NTGR 1 stocks	$54,791 8.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive PSMT 1 stocks	$50,476 7.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SLM 1 stocks	$37,032 5.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials HSC 1 stocks	$24,738 3.76% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs INDA 1 stocks	$3,041 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts

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