Sea Cliff Partners Management, LP Portfolio Holdings by Sector

Sea Cliff Partners Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology GDDY OKTA 2 stocks	$46.1 Million 19.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY 1 stocks	$29.3 Million 12.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AZEK 1 stocks	$28.6 Million 11.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HXL 1 stocks	$25.3 Million 10.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PTC CXM 2 stocks	$20.2 Million 8.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials JBT 1 stocks	$19 Million 7.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$17 Million 7.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MTCH 1 stocks	$16.7 Million 6.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$15.7 Million 6.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$11.8 Million 4.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services PLAY 1 stocks	$8.3 Million 3.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$3.7 Million 1.53% of portfolio	1	-	1	-	0 Calls 0 Puts

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