Pertento Partners LLP Portfolio Holdings by Sector

Pertento Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY INDA 2 stocks	$235,562 26.67% of portfolio	1	-	1	-	0 Calls 1 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$108,876 12.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SIMO 1 stocks	$94,639 10.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MDU 1 stocks	$52,606 5.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology NTGR 1 stocks	$49,175 5.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT 1 stocks	$47,130 5.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials IESC 1 stocks	$46,916 5.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PAX 1 stocks	$46,637 5.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive PSMT 1 stocks	$42,224 4.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services SLM 1 stocks	$41,473 4.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$41,252 4.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ROIV 1 stocks	$34,986 3.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ACMR 1 stocks	$26,537 3.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials CRAI 1 stocks	$15,320 1.73% of portfolio	-	1	-	-	0 Calls 0 Puts

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