North Reef Capital Management LP Portfolio Holdings by Sector

North Reef Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services FHN SNV TCBI PNFP ABCB CMA SBCF TFC 24 stocks	$1.32 Million 61.49% of portfolio	17	7	5	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ACIW AVDX MQ RPAY IIIV 5 stocks	$187,288 8.71% of portfolio	4	1	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CBOE 1 stocks	$181,964 8.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC BAC 2 stocks	$151,537 7.05% of portfolio	1	1	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services PIPR MKTX SF SCHW 4 stocks	$117,575 5.47% of portfolio	3	1	-	-	0 Calls 0 Puts
Software—Application \| Technology QTWO BILL ALKT 3 stocks	$92,578 4.3% of portfolio	2	1	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BSIG BK GCMG 3 stocks	$32,806 1.53% of portfolio	-	3	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$30,460 1.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$29,767 1.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services FCFS 1 stocks	$4,195 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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