Alta Fox Capital Management, LLC Portfolio Holdings by Sector

Alta Fox Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Farm & Heavy Construction Machinery \| Industrials REVG 1 stocks	$76,422 24.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology DAKT 1 stocks	$75,200 24.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare DXCM 1 stocks	$21,639 7.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical TRS 1 stocks	$21,228 6.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$21,040 6.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$18,209 5.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$14,958 4.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARES 1 stocks	$13,740 4.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$12,252 3.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology DV RSKD 2 stocks	$9,306 3.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical PLOW 1 stocks	$7,863 2.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare JYNT 1 stocks	$6,714 2.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDT 1 stocks	$6,048 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ATRO 1 stocks	$2,519 0.82% of portfolio	1	-	1	-	0 Calls 0 Puts

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