Spyglass Capital Management LLC Portfolio Holdings by Sector

Spyglass Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology AFRM FOUR HOOD MDB CYBR GDDY 6 stocks	$344,079 24.53% of portfolio	5	1	1	-	0 Calls 0 Puts
Software—Application \| Technology SNOW APP PCOR HUBS FICO 5 stocks	$313,650 22.37% of portfolio	1	4	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MEDP EXAS ILMN 3 stocks	$186,386 13.29% of portfolio	2	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$84,721 6.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KNSL 1 stocks	$73,698 5.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$71,546 5.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$52,648 3.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$51,246 3.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AAON 1 stocks	$48,510 3.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$47,916 3.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH 1 stocks	$44,799 3.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$43,927 3.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$39,286 2.8% of portfolio	-	1	-	-	0 Calls 0 Puts

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