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 CWAN BL NCNO ALIT PRO 7 stocks	$308,818 42.22% of portfolio	5	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS ASO 2 stocks	$89,268 12.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical LAD RUSHA 2 stocks	$75,841 10.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VVV 1 stocks	$74,651 10.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$58,541 8.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical CCK 1 stocks	$51,498 7.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL HLX 2 stocks	$27,461 3.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical SKY 1 stocks	$23,534 3.22% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$21,846 2.99% of portfolio	-	-	-	-	0 Calls 0 Puts

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