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	$10,755 23.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$9,316 20.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$7,137 15.58% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SMH 1 stocks	$6,136 13.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$4,454 9.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL BIDU 2 stocks	$4,369 9.54% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$3,642 7.95% of portfolio	-	-	-	-	0 Calls 0 Puts

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