Tensile Capital Management LP Portfolio Holdings by Sector

Tensile Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology VERX QTWO ALIT SMAR NCNO BL WK PRO 8 stocks	$459,301 51.85% of portfolio	2	4	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS ASO 2 stocks	$123,949 13.99% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical LAD RUSHA 2 stocks	$84,893 9.58% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VVV 1 stocks	$78,494 8.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical CCK 1 stocks	$58,960 6.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$57,275 6.47% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$22,982 2.59% of portfolio	-	-	-	-	0 Calls 0 Puts

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