Rivulet Capital, LLC Portfolio Holdings by Sector

Rivulet Capital, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology WDAY NICE PTC 3 stocks	$403,410 28.24% of portfolio	1	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS FISV 2 stocks	$179,962 12.6% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$153,151 10.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ATR 1 stocks	$134,227 9.4% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$125,632 8.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$106,317 7.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$96,989 6.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NEOG 1 stocks	$70,302 4.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$69,780 4.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$61,542 4.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIDD 1 stocks	$26,974 1.89% of portfolio	1	-	1	-	0 Calls 0 Puts

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