Scalar Gauge Management, LLC Portfolio Holdings by Sector

Scalar Gauge Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology BL PD CWAN SNOW JAMF 5 stocks	$63.5 Million 39.49% of portfolio	3	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FIVN CGNT AVPT OSPN CLBT 5 stocks	$24.7 Million 15.37% of portfolio	1	4	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SMWB META 2 stocks	$14.7 Million 9.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV NABL 2 stocks	$11.4 Million 7.06% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$9.37 Million 5.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$7.87 Million 4.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$7.04 Million 4.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$6.31 Million 3.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$4.75 Million 2.95% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MOD 1 stocks	$3.35 Million 2.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD 1 stocks	$3.1 Million 1.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services ZD 1 stocks	$2.6 Million 1.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$2.23 Million 1.38% of portfolio	-	-	-	-	0 Calls 0 Puts

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