Center Lake Capital Management, LLC Portfolio Holdings by Sector

Center Lake Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT 1 stocks	$11,173 21.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$9,662 18.76% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SMH 1 stocks	$7,821 15.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$6,388 12.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$4,603 8.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$4,553 8.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$3,706 7.19% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate NSA 1 stocks	$2,885 5.6% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate GEO 1 stocks	$718 1.39% of portfolio	-	1	-	-	0 Calls 0 Puts

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