Ararat Capital Management, LP Portfolio Holdings by Sector

Ararat Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology ENFN FROG PAYC NCNO 4 stocks	$60,166 20.77% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQSP GDDY 2 stocks	$37,330 12.89% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BY 1 stocks	$22,122 7.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$21,755 7.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$21,633 7.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$18,989 6.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials KNX 1 stocks	$16,939 5.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials LZ 1 stocks	$16,292 5.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical PLOW 1 stocks	$15,817 5.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EWCZ 1 stocks	$15,213 5.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$15,196 5.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CWH 1 stocks	$14,022 4.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials KBR 1 stocks	$12,970 4.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials THR 1 stocks	$1,218 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts

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