Sea Cliff Partners Management, LP Portfolio Holdings by Sector

Sea Cliff Partners Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology NICE ETWO 2 stocks	$35.8 Million 12.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY OKTA 2 stocks	$30.3 Million 10.78% of portfolio	1	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$30 Million 10.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY 1 stocks	$29 Million 10.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive COTY 1 stocks	$27.9 Million 9.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AZEK 1 stocks	$24.9 Million 8.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services PLAY 1 stocks	$23 Million 8.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials JBT 1 stocks	$21.5 Million 7.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HXL 1 stocks	$21.4 Million 7.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials TNET 1 stocks	$15 Million 5.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$12.6 Million 4.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MTCH 1 stocks	$9.76 Million 3.47% of portfolio	1	-	1	-	0 Calls 0 Puts

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