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 GTLB NICE NCNO WDAY 4 stocks	$860,607 60.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$283,421 19.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST 1 stocks	$124,905 8.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL 1 stocks	$109,583 7.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$54,081 3.78% of portfolio	-	-	-	-	0 Calls 0 Puts

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