Potrero Capital Research LLC Portfolio Holdings by Sector

Potrero Capital Research LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology YEXT MSFT 2 stocks	$31,371 18.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities TAC 1 stocks	$22,710 13.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials LMB FLR 2 stocks	$17,863 10.48% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials UNF 1 stocks	$16,097 9.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology BELFB 1 stocks	$13,087 7.68% of portfolio	1	-	-	-	0 Calls 0 Puts
N/A \| N/A BSTZ 1 stocks	$11,117 6.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD 1 stocks	$10,542 6.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive TPB 1 stocks	$9,922 5.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology BIGC 1 stocks	$9,903 5.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BARK 1 stocks	$9,241 5.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ADX 1 stocks	$8,407 4.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services KIND 1 stocks	$5,443 3.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials REVG 1 stocks	$4,738 2.78% of portfolio	1	-	1	-	0 Calls 0 Puts

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