Scalar Gauge Management, LLC Portfolio Holdings by Sector

Scalar Gauge Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology FIVN ZUO AVPT CLBT SWI CGNT GB SCWX 9 stocks	$67.5 Million 31.44% of portfolio	5	4	1	-	0 Calls 0 Puts
Software—Application \| Technology BL CWAN VERX PD ALKT ENFN GWRE 7 stocks	$58.5 Million 27.25% of portfolio	6	1	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SMWB CARG TWLO 3 stocks	$23.5 Million 10.95% of portfolio	3	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$16.3 Million 7.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$16.3 Million 7.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$9.82 Million 4.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical NCLH 1 stocks	$7.73 Million 3.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$6.23 Million 2.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$4.2 Million 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$3.84 Million 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials ACA 1 stocks	$773,920 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts

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