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 FHN CADE CMA SBCF ABCB AUB EGBN TCBI 16 stocks	$1.42 Million 70.56% of portfolio	11	5	6	-	0 Calls 0 Puts
Capital Markets \| Financial Services MKTX PIPR TW 3 stocks	$216,016 10.76% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ACIW MQ FOUR 3 stocks	$126,661 6.31% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology QTWO ALKT 2 stocks	$125,508 6.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS BSIG GCMG NEWT 4 stocks	$49,393 2.46% of portfolio	3	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$35,844 1.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NCR FLYW 2 stocks	$22,037 1.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CRMT 1 stocks	$7,892 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs KRE 1 stocks	$4,747 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts

Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$3,025 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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