Hedge Fund - North Peak Capital

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No. Security Ticker Shares Value Activity % Port History
1. HGV 5,891,472 $213,978,263 -3% 30.08%
2. WDAY 576,345 $140,864,481 -1% 19.8%
3. SCHW 1,897,155 $122,954,616 +7% 17.28%
4. DRVN 5,299,000 $75,616,730 +2% 10.63%
5. FROG 2,528,133 $73,416,982 NEW 10.32%