Instuitional Investor - Cf Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Brightspire Capital Inc.	BRSP	1,600,000	$8,960,000	10.79%
2.	Runway Growth Finance Corp.	RWAY	961,326	$6,604,310	7.96%
3.	Golub Capital Bdc Inc.	GBDC	478,894	$6,062,798	7.3%
4.	Msc Income Fund Inc		448,919	$5,467,833	6.59%
5.	Ares Commercial Real Estate Corp	ACRE	1,120,000	$5,376,000	6.48%