Scalar Gauge Management, LLC Portfolio Holdings by Sector

Scalar Gauge Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology BL CWAN PD VERX ALKT FRSH JAMF 7 stocks	$66.4 Million 41.26% of portfolio	5	1	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FIVN SWI CLBT SPSC AVPT CGNT INFA OSPN 10 stocks	$53 Million 32.96% of portfolio	5	5	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SMWB TWLO 2 stocks	$14.3 Million 8.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$7.36 Million 4.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$5.69 Million 3.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical NCLH 1 stocks	$5.68 Million 3.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD 1 stocks	$3.91 Million 2.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$2.06 Million 1.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE 1 stocks	$1.85 Million 1.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$606,160 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts

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