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 TCBI ABCB SBCF PNFP SNV AUB 21 stocks	$1.4 Million 60.77% of portfolio	18	3	7	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ACIW AVDX MQ FOUR RPAY 5 stocks	$254,916 11.06% of portfolio	3	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$197,279 8.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$170,501 7.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MKTX PIPR SCHW 3 stocks	$126,655 5.5% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology QTWO ALKT BILL NCNO 4 stocks	$72,982 3.17% of portfolio	3	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BSIG AMG GCMG 3 stocks	$25,736 1.12% of portfolio	2	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology NCR FLYW 2 stocks	$25,575 1.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$17,523 0.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CRMT 1 stocks	$12,709 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts

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