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 INFA 4 stocks	$161,516 20.41% of portfolio	4	-	1	-	0 Calls 0 Puts
Software—Application \| Technology AMPL JAMF DV 3 stocks	$99,118 12.52% of portfolio	3	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS NABL 2 stocks	$81,271 10.27% of portfolio	2	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC SYY 2 stocks	$76,762 9.7% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA RTO 2 stocks	$70,058 8.85% of portfolio	2	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$65,824 8.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials HURN 1 stocks	$49,046 6.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR 1 stocks	$43,639 5.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials VRRM 1 stocks	$43,228 5.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$36,041 4.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$29,606 3.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$18,572 2.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology CRSR 1 stocks	$16,732 2.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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