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 3 stocks	$52,598 21.21% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials LZ 1 stocks	$24,396 9.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$23,823 9.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BY 1 stocks	$23,255 9.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$19,073 7.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical PLOW 1 stocks	$19,073 7.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CWH 1 stocks	$18,251 7.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EWCZ 1 stocks	$16,132 6.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$13,896 5.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$12,692 5.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY 1 stocks	$10,810 4.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials KNX 1 stocks	$9,441 3.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials KBR 1 stocks	$4,523 1.82% of portfolio	-	1	-	-	0 Calls 0 Puts

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