Tensile Capital Management Q1 2021 13F Holdings

Tensile Capital Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
AVLR AVALARA INCReduce  $148,924
-29.2%
1,116,118
-12.5%
19.54%
-20.8%
LAD LITHIA MOTOR CORPcl aReduce  $122,731
20.8%
314,622
-9.4%
16.10%
35.1%
CCK CROWN HOLDINGS INC COM...Reduce  $80,853
-4.5%
833,195
-1.4%
10.61%
6.8%
VVV VALVOLINE INCReduce  $71,407
-2.3%
2,739,059
-13.3%
9.37%
9.2%
TTWO TAKE-TWO INTERACTIVE S...Reduce  $58,364
-17.0%
330,298
-2.4%
7.66%
-7.2%
DKS DICKS SPORTING GOODSReduce  $47,942
9.4%
629,579
-19.2%
6.29%
22.3%
EQIX EQUINIX INCReduce  $47,600
-10.0%
70,042
-5.4%
6.25%
0.7%
AAP ADVANCE AUTO PARTS INCAdd  $45,801
49.4%
249,608
28.3%
6.01%
67.1%
BATRK LIBERTY BRAVES GROUP -CReduce  $30,999
0.1%
1,114,263
-10.4%
4.07%
12.0%
TLND TALEND SAadsReduce  $26,698
-24.8%
419,519
-54.7%
3.50%
-15.9%
CSOD CORNERSTONE ONDEMAND INCReduce  $21,766
-1.4%
499,460
-0.3%
2.86%
10.3%
VERX VERTEX INCReduce  $19,006
-43.9%
864,700
-11.0%
2.49%
-37.3%
CNNE CANNAE HOLDINGS INCNew  $14,762372,5881.94%
ORLY OREILLY AUTOMOTIVE INCReduce  $9,969
-62.6%
19,654
-66.7%
1.31%
-58.2%
AYX ALTERYX INC  $5,558
-31.9%
66,9930.0%0.73%
-23.8%
BOX BOX INC CL ANew  $4,266185,7870.56%
PS PLURALSIGHT INCReduce  $3,359
-86.6%
150,337
-87.5%
0.44%
-85.1%
VTNR VERTEX ENERGY INC  $2,115
98.0%
1,500,0000.0%0.28%
122.4%
RIG TRANSOCEAN LTDSold out  $0-642,940-0.17%