Scalar Gauge Management, LLC Portfolio Holdings by Sector

Scalar Gauge Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology ZUO SWI FIVN CLBT CGNT APPN TDC SCWX 11 stocks	$89 Million 51.8% of portfolio	8	-	2	-	0 Calls 0 Puts
Software—Application \| Technology WKME CWAN ENFN ALKT SMAR BL DV 7 stocks	$30.3 Million 17.65% of portfolio	5	2	2	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$10.6 Million 6.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM MRVL 2 stocks	$9.33 Million 5.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$8.94 Million 5.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$5.38 Million 3.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SMWB 1 stocks	$4.61 Million 2.69% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs INDA 1 stocks	$3.57 Million 2.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$3.5 Million 2.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$2.64 Million 1.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services WLY 1 stocks	$2.24 Million 1.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AZEK 1 stocks	$1.64 Million 0.96% of portfolio	1	-	1	-	0 Calls 0 Puts

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