Tensile Capital Management LP Portfolio Holdings by Sector

Tensile Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology VERX QTWO BL NCNO ALIT CWAN WK PRO 8 stocks	$375,909 47.63% of portfolio	1	7	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS ASO 2 stocks	$88,495 11.21% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical LAD RUSHA 2 stocks	$77,282 9.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VVV 1 stocks	$77,262 9.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$61,534 7.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical CCK 1 stocks	$56,168 7.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL HLX 2 stocks	$25,547 3.24% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$22,187 2.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NEOG 1 stocks	$4,853 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts

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