Rivermont Capital Management LP Portfolio Holdings by Sector

Rivermont Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Utilities—Renewable \| Utilities CEG 1 stocks	$25.7 Million 13.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$23.4 Million 12.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$22 Million 11.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SSNC AZPN 2 stocks	$21.8 Million 11.51% of portfolio	1	1	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$19 Million 10.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$14.9 Million 7.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$13.7 Million 7.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$13 Million 6.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PATK 1 stocks	$8.91 Million 4.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BOOT 1 stocks	$7.25 Million 3.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$7.17 Million 3.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$5.71 Million 3.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$4.37 Million 2.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$2.67 Million 1.41% of portfolio	1	-	1	-	0 Calls 0 Puts

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