Thorn Tree Capital Partners LP Portfolio Holdings by Sector

Thorn Tree Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$88,145 15.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CFLT AFRM 2 stocks	$65,037 11.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$53,342 9.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$49,402 8.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$43,612 7.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$43,045 7.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services RKT 1 stocks	$42,140 7.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$37,091 6.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$36,064 6.38% of portfolio	-	-	-	-	0 Calls 0 Puts

Specialty Retail \| Consumer Cyclical DKS 1 stocks	$33,628 5.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI 1 stocks	$28,227 4.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$24,522 4.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TDS 1 stocks	$20,863 3.69% of portfolio	1	-	1	-	0 Calls 0 Puts

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