North Reef Capital Management LP Portfolio Holdings by Sector

North Reef Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services CMA FHN PNFP ABCB SNV SBCF AUB TCBI 20 stocks	$1.43 Million 64.07% of portfolio	13	6	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ACIW AVDX MQ FOUR RPAY IIIV 6 stocks	$239,482 10.75% of portfolio	4	2	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$149,260 6.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MKTX SCHW PIPR 3 stocks	$114,681 5.15% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$98,836 4.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology QTWO ALKT BILL 3 stocks	$84,438 3.79% of portfolio	-	3	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$42,860 1.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FLYW NCR 2 stocks	$40,112 1.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BSIG AMG 2 stocks	$18,892 0.85% of portfolio	1	1	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CRMT 1 stocks	$11,633 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services FCFS 1 stocks	$585 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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