Rivulet Capital, LLC Portfolio Holdings by Sector

Rivulet Capital, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology PTC WDAY NICE 3 stocks	$282,542 31.6% of portfolio	1	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$114,326 12.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$78,755 8.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$78,727 8.8% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$75,494 8.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$75,312 8.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIDD 1 stocks	$67,704 7.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CCCS 1 stocks	$61,062 6.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD 1 stocks	$40,931 4.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical RUSHA 1 stocks	$19,285 2.16% of portfolio	1	-	1	-	0 Calls 0 Puts

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