Scalar Gauge Management, LLC Portfolio Holdings by Sector

Scalar Gauge Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology ZUO FIVN SWI CLBT OKTA SCWX CGNT APPN 11 stocks	$100 Million 53.55% of portfolio	8	3	2	-	0 Calls 0 Puts
Software—Application \| Technology CWAN ENFN SMAR BL ALKT 5 stocks	$27.8 Million 14.82% of portfolio	3	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$12.8 Million 6.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$12.3 Million 6.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$8.47 Million 4.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SMWB 1 stocks	$7.64 Million 4.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$7.59 Million 4.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS AZZ 2 stocks	$7.46 Million 3.97% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$3.15 Million 1.68% of portfolio	-	-	-	-	0 Calls 0 Puts

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