Rivulet Capital, LLC Portfolio Holdings by Sector

Rivulet Capital, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology WDAY PTC NICE 3 stocks	$387,116 30.26% of portfolio	-	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$153,081 11.97% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$143,168 11.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS FISV 2 stocks	$140,872 11.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ATR 1 stocks	$99,412 7.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$97,990 7.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$92,139 7.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$73,929 5.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIDD 1 stocks	$63,135 4.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NEOG 1 stocks	$28,375 2.22% of portfolio	-	1	-	-	0 Calls 0 Puts

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