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 ZI 5 stocks	$1.04 Million 45.5% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST SQ 2 stocks	$456,259 19.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$274,775 12.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$222,747 9.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$161,175 7.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$79,984 3.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARES 1 stocks	$49,163 2.15% of portfolio	-	1	-	-	0 Calls 0 Puts

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