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 META 2 stocks	$86,118 17.11% of portfolio	1	1	1	-	0 Calls 1 Puts
Internet Retail \| Consumer Cyclical MELI MELI 2 stocks	$53,845 10.7% of portfolio	1	1	1	-	0 Calls 1 Puts
Banks—Diversified \| Financial Services NU NU 2 stocks	$51,687 10.27% of portfolio	1	1	1	-	0 Calls 1 Puts
Software—Application \| Technology DUOL DUOL 2 stocks	$48,092 9.55% of portfolio	1	-	1	-	0 Calls 1 Puts
Entertainment \| Communication Services NFLX NFLX 2 stocks	$45,608 9.06% of portfolio	1	1	1	-	0 Calls 1 Puts
Footwear & Accessories \| Consumer Cyclical ONON ONON 2 stocks	$44,204 8.78% of portfolio	1	-	1	-	0 Calls 1 Puts
Communication Equipment \| Technology CIEN 1 stocks	$36,967 7.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AFRM 1 stocks	$29,256 5.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$29,151 5.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare SGRY 1 stocks	$23,760 4.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$22,068 4.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$16,619 3.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BOOT 1 stocks	$16,048 3.19% of portfolio	-	1	-	-	0 Calls 0 Puts

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