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 CMA SNV SBCF TCBI PNFP ABCB AUB 18 stocks	$1.49 Million 67.63% of portfolio	10	8	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services MKTX PIPR SCHW 3 stocks	$171,414 7.79% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC C BAC 3 stocks	$165,945 7.55% of portfolio	2	1	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ACIW MQ FOUR 3 stocks	$156,983 7.14% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology QTWO ALKT 2 stocks	$82,865 3.77% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V PYPL 2 stocks	$53,051 2.41% of portfolio	2	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS BSIG GCMG 3 stocks	$41,820 1.9% of portfolio	2	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology NCR FLYW 2 stocks	$27,045 1.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CRMT 1 stocks	$12,667 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts

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