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 HUBS DUOL SNOW PCOR NCNO FICO CDNS 8 stocks	$611,958 33.86% of portfolio	5	3	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MDB FOUR IOT AFRM 4 stocks	$356,905 19.75% of portfolio	2	2	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare EXAS MEDP ILMN 3 stocks	$233,950 12.95% of portfolio	1	2	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AAON 1 stocks	$99,874 5.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$96,665 5.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$84,599 4.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$77,734 4.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ASND 1 stocks	$77,266 4.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KNSL 1 stocks	$60,975 3.37% of portfolio	-	1	-	-	0 Calls 0 Puts

Internet Content & Information \| Communication Services DASH 1 stocks	$43,981 2.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$32,371 1.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$30,849 1.71% of portfolio	-	1	-	-	0 Calls 0 Puts

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