Thorn Tree Capital Partners LP Portfolio Holdings by Sector

Thorn Tree Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services NFLX NFLX WBD 3 stocks	$128,387 21.54% of portfolio	2	-	1	-	0 Calls 1 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX ACVA 2 stocks	$58,091 9.75% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI MELI 2 stocks	$57,402 9.63% of portfolio	1	-	-	-	0 Calls 1 Puts
Software—Application \| Technology DUOL DUOL 2 stocks	$55,291 9.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$53,000 8.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$51,903 8.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON ONON 2 stocks	$44,043 7.39% of portfolio	1	1	-	-	0 Calls 1 Puts
Banks—Diversified \| Financial Services NU NU 2 stocks	$44,008 7.38% of portfolio	2	-	1	-	1 Calls 0 Puts
Software—Infrastructure \| Technology AFRM 1 stocks	$41,051 6.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$33,171 5.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$22,072 3.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BOOT 1 stocks	$7,591 1.27% of portfolio	-	1	-	-	0 Calls 0 Puts

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