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	$70,070 35.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FWRD 1 stocks	$28,217 14.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PRM 1 stocks	$12,791 6.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDT 1 stocks	$11,797 6.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$10,532 5.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CASH 1 stocks	$10,373 5.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology DAKT 1 stocks	$9,663 4.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$9,661 4.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services VCTR 1 stocks	$7,017 3.59% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AIV 1 stocks	$6,536 3.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$6,419 3.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$6,281 3.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services WLY 1 stocks	$6,161 3.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MLR 1 stocks	$6 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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