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	$187,538 26.45% of portfolio	-	3	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$102,203 14.42% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$69,799 9.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIDD 1 stocks	$69,526 9.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$66,237 9.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CCCS 1 stocks	$55,434 7.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$45,492 6.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials LSTR 1 stocks	$36,645 5.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$34,768 4.9% of portfolio	-	1	-	-	0 Calls 0 Puts

Lumber & Wood Production \| Basic Materials SSD 1 stocks	$34,212 4.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical RUSHA 1 stocks	$7,120 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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