Square Wave Partners, L.P. Portfolio Holdings by Sector

Square Wave Partners, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology FICO CRM 2 stocks	$22.7 Million 21.83% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$17.2 Million 16.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$14.5 Million 13.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$13 Million 12.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$12.7 Million 12.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$12 Million 11.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$11.7 Million 11.29% of portfolio	1	-	1	-	0 Calls 0 Puts

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