Hmi Capital Management, L.P. Portfolio Holdings by Sector

Hmi Capital Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology NICE GTLB NCNO WDAY 4 stocks	$812,432 50.71% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$249,555 15.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$229,434 14.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST MDB 2 stocks	$186,498 11.64% of portfolio	2	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$93,794 5.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL 1 stocks	$30,342 1.89% of portfolio	1	-	1	-	0 Calls 0 Puts

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