Ampersand Capital Group, L.P. Portfolio Holdings by Sector

Ampersand Capital Group, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical GLBE MELI 2 stocks	$83.8 Million 37.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PTC SHOP 2 stocks	$66.8 Million 30.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH 1 stocks	$34.7 Million 15.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$20.1 Million 9.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$16.7 Million 7.51% of portfolio	-	-	-	-	0 Calls 0 Puts

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