Center Lake Capital Management’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-250,000	Closed	-$18.9M	–	24
2020 Q4	$18.9M	Buy	+250,000	New	+$18.9M	3.4%	9