Glenn Welling Portfolio Holdings by Sector

Engaged Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology NCR 1 stocks	$99,004 18.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BRCC 1 stocks	$78,776 14.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$78,611 14.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ENV SMAR 2 stocks	$72,941 13.69% of portfolio	2	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$72,108 13.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical PTLO SHAK 2 stocks	$50,850 9.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PRAA 1 stocks	$33,491 6.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials RCII 1 stocks	$31,113 5.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare NVRO 1 stocks	$15,879 2.98% of portfolio	-	-	-	-	0 Calls 0 Puts

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