Rivermont Capital Management LP Portfolio Holdings by Sector

Rivermont Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Computer Hardware \| Technology STX WDC 2 stocks	$62.5 Million 20.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$29.4 Million 9.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$28.5 Million 9.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$27.1 Million 8.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$26.8 Million 8.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$21.7 Million 7.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$21.6 Million 6.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MDB HOOD 2 stocks	$20.9 Million 6.75% of portfolio	1	1	1	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$20.4 Million 6.59% of portfolio	-	1	-	-	0 Calls 0 Puts

Building Products & Equipment \| Industrials LPX 1 stocks	$16.2 Million 5.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SSNC 1 stocks	$14 Million 4.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$8.66 Million 2.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SXT 1 stocks	$7.19 Million 2.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology TTMI 1 stocks	$4.61 Million 1.49% of portfolio	1	-	1	-	0 Calls 0 Puts

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