Sunriver Management LLC Portfolio Holdings by Sector

Sunriver Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology WEX BOX RPAY 3 stocks	$151,131 19.41% of portfolio	2	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL FIS FISV 3 stocks	$108,496 13.94% of portfolio	3	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$82,604 10.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SSNC AMPL 2 stocks	$73,602 9.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$73,041 9.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services DNB 1 stocks	$64,277 8.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR 1 stocks	$56,375 7.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$51,367 6.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials HURN 1 stocks	$47,844 6.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$39,216 5.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services CARG 1 stocks	$30,480 3.92% of portfolio	-	1	-	-	0 Calls 0 Puts

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