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 NCNO NICE WDAY CWAN 5 stocks	$788,571 59.27% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$274,585 20.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST 1 stocks	$122,030 9.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL 1 stocks	$96,576 7.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$48,664 3.66% of portfolio	1	-	1	-	0 Calls 0 Puts

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