Greenstone Partners, L.P. Portfolio Holdings by Sector

Greenstone Partners, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP PCOR APPF GWRE PAR 5 stocks	$376 Million 70.65% of portfolio	5	-	5	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI 1 stocks	$66.4 Million 12.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK CHTR 2 stocks	$42.4 Million 7.95% of portfolio	2	-	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO 1 stocks	$24.6 Million 4.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$22.9 Million 4.31% of portfolio	1	-	1	-	0 Calls 0 Puts

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