Thorn Tree Capital Partners LP Portfolio Holdings by Sector

Thorn Tree Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology AFRM CFLT 2 stocks	$52,443 10.77% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BOOT BURL 2 stocks	$51,975 10.68% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$51,672 10.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU DUOL 2 stocks	$46,722 9.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$45,973 9.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$39,850 8.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI 1 stocks	$36,997 7.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$33,348 6.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$27,556 5.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FERG 1 stocks	$24,641 5.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare SGRY 1 stocks	$23,788 4.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$22,786 4.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$17,128 3.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$11,845 2.43% of portfolio	-	-	-	-	0 Calls 0 Puts

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