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	$297,624 32.43% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$113,690 12.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$107,748 11.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$100,166 10.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$90,384 9.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIDD 1 stocks	$80,126 8.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$53,209 5.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CCCS 1 stocks	$40,180 4.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$34,754 3.79% of portfolio	1	-	1	-	0 Calls 0 Puts

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