Cadian Capital Management, LP Portfolio Holdings by Sector

Cadian Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology ESTC PCOR BRZE SPT PEGA CXM HUBS BIGC 8 stocks	$768,437 39.33% of portfolio	5	3	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology RELY CFLT NTNX 3 stocks	$271,376 13.89% of portfolio	3	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare GH GH 2 stocks	$160,692 8.22% of portfolio	2	-	1	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$128,586 6.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$119,276 6.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR LAD GPI 3 stocks	$107,682 5.51% of portfolio	-	3	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CRTO 1 stocks	$75,289 3.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MXCT TCMD FNA 3 stocks	$72,810 3.73% of portfolio	2	1	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$71,682 3.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$70,881 3.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CYRX 1 stocks	$35,019 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare OMCL 1 stocks	$34,880 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$18,648 0.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MIRM 1 stocks	$18,552 0.95% of portfolio	-	1	-	-	0 Calls 0 Puts

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