Sea Cliff Partners Management, LP Portfolio Holdings by Sector

Sea Cliff Partners Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology CWAN PTC CXM 3 stocks	$52.3 Million 24.35% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology OKTA GDDY 2 stocks	$34 Million 15.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC CNM 2 stocks	$32.4 Million 15.07% of portfolio	1	1	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$21.8 Million 10.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY 1 stocks	$20.8 Million 9.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HXL 1 stocks	$18.5 Million 8.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$16.4 Million 7.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$12.4 Million 5.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MORN 1 stocks	$6.03 Million 2.81% of portfolio	1	-	1	-	0 Calls 0 Puts

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