Thorn Tree Capital Partners LP Portfolio Holdings by Sector

Thorn Tree Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology AFRM CFLT 2 stocks	$54,783 14.64% of portfolio	1	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX WBD 2 stocks	$47,286 12.63% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$43,960 11.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$36,627 9.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$34,716 9.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$31,153 8.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$26,831 7.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$26,195 7.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI 1 stocks	$20,761 5.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$19,776 5.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$13,855 3.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$12,958 3.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BOOT 1 stocks	$5,371 1.44% of portfolio	-	-	-	-	0 Calls 0 Puts

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