Pivot Point Capital Partners, LLC

Q2 2017 13F Holdings Report, Stock Holdings

Signature - Title: Anthony P. Brenner - Managing Member
Location: San Francisco, CA
Holdings as of: June 30, 2017
Value $: $108M
Num holdings: 5
Date filed: 8/11/2017, 04:07 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included HAWK, WTS, CLH, CRI, and MNRO.
Previous filing: Q1 2017 - May 30, 2017
Next filing: Q3 2017 - Nov 13, 2017
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
HAWK	32.5%	-4.51%	Blackhawk Network Holdings	COM	-112K	-12.2%	-$4.87M	$35.2M	43.60	806K
WTS	22.3%		Watts Water Technologies Inc	CL A				$24.1M	63.20	381K
CLH	21.8%	-3.63%	Clean Harbors Inc	COM	-70.4K	-14.3%	-$3.93M	$23.5M	55.83	422K
CRI	14.8%	+2.02%	Carter Inc	COM	+24.6K	+15.8%	+$2.19M	$16M	88.95	180K
MNRO	8.63%	+6.81%	Monro Muffler Brake Inc	COM	+176K	+374.1%	+$7.37M	$9.34M	41.75	224K
SCOR		-15.5%	Comscore Inc	COM	-1.09M	-100%	-$23.5M	$0		0
ELLI		-2.72%	Ellie Mae Inc	COM	-41K	-100%	-$4.12M	$0		0
MD		-9.98%	Mednax Inc	COM	-218K	-100%	-$15.1M	$0		0
SFLY		-2.64%	Shutterfly Inc	COM	-82.8K	-100%	-$4M	$0		0

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Anthony P. Brenner	Managing Member	San Francisco, California	8/11/2017