Spyglass Capital Management LLC Portfolio Holdings by Sector

Spyglass Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP SNOW PCOR HUBS DUOL 5 stocks	$379,949 22.12% of portfolio	3	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AFRM FOUR MDB GDDY CYBR 5 stocks	$355,214 20.68% of portfolio	3	2	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare MEDP EXAS ILMN 3 stocks	$245,617 14.3% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH SPOT 2 stocks	$131,501 7.66% of portfolio	-	2	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$87,454 5.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$81,104 4.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$74,459 4.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$73,638 4.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$64,715 3.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$62,998 3.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$61,188 3.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KNSL 1 stocks	$55,766 3.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$44,077 2.57% of portfolio	-	1	-	-	0 Calls 0 Puts

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