Cadian Capital Management, LP Portfolio Holdings by Sector

Cadian Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology CFLT VRNS NTNX RELY WIX 5 stocks	$347,396 20.89% of portfolio	5	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV GH 2 stocks	$286,315 17.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology HUBS PCOR MNDY BRZE SPT 5 stocks	$271,322 16.32% of portfolio	2	3	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$202,875 12.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH OMCL 2 stocks	$162,967 9.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FLYW 1 stocks	$153,145 9.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CRTO 1 stocks	$55,956 3.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$51,939 3.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare TCMD MXCT SIBN 3 stocks	$50,003 3.01% of portfolio	1	2	1	-	0 Calls 0 Puts

Integrated Freight & Logistics \| Industrials CYRX 1 stocks	$47,248 2.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR 1 stocks	$33,581 2.02% of portfolio	-	1	-	-	0 Calls 0 Puts

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