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 SNV FHN ABCB PNFP TCBI SBCF SASR 24 stocks	$1.34 Million 62.77% of portfolio	13	11	5	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ACIW AVDX MQ RPAY IIIV 5 stocks	$178,926 8.38% of portfolio	2	3	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CBOE CME 2 stocks	$145,613 6.82% of portfolio	1	1	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MKTX SCHW PIPR 3 stocks	$114,406 5.36% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology QTWO BILL ALKT 3 stocks	$101,756 4.76% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$86,544 4.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC C 2 stocks	$74,160 3.47% of portfolio	1	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS FLYW NCR 3 stocks	$55,185 2.58% of portfolio	2	1	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BSIG GCMG 2 stocks	$28,544 1.34% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CRMT 1 stocks	$8,820 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services FCFS 1 stocks	$1,147 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts

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