Stockbridge Partners LLC Portfolio Holdings by Sector

Stockbridge Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TDG 1 stocks	$799,888 17.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$545,366 12.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE NOW 2 stocks	$488,215 10.81% of portfolio	1	1	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$414,631 9.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$414,448 9.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$398,258 8.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$327,760 7.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$325,568 7.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$325,563 7.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$322,100 7.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$156,315 3.46% of portfolio	1	-	1	-	0 Calls 0 Puts

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