Starboard Value LP Portfolio Holdings by Sector

Starboard Value LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology ADSK CRM ALIT RIOT RIOT 5 stocks	$1.02 Million 21.26% of portfolio	2	3	1	-	0 Calls 1 Puts
Semiconductors \| Technology QRVO 1 stocks	$668,485 13.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MTCH 1 stocks	$472,985 9.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$451,207 9.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWS NWSA 2 stocks	$437,517 9.15% of portfolio	-	2	-	-	0 Calls 0 Puts
ETFs \| ETFs IJH IWM 2 stocks	$399,013 8.34% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities AQN 1 stocks	$363,794 7.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NLOK 1 stocks	$286,472 5.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials ACTG 1 stocks	$218,822 4.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$207,061 4.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TRIP 1 stocks	$110,912 2.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BLMN 1 stocks	$68,716 1.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology ROG 1 stocks	$61,597 1.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services GDOT 1 stocks	$18,684 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts

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