Cadian Capital Management, LP Portfolio Holdings by Sector

Cadian Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology PCOR SPT BRZE ESTC HUBS PRO 6 stocks	$374,884 21.21% of portfolio	1	5	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare GH IQV 2 stocks	$268,241 15.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH SDGR OMCL 3 stocks	$227,559 12.87% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CFLT NTNX 2 stocks	$200,256 11.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$185,051 10.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CRTO 1 stocks	$119,866 6.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FLYW 1 stocks	$114,151 6.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA KAR 2 stocks	$106,647 6.03% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services ROKU 1 stocks	$84,011 4.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare TCMD MXCT 2 stocks	$42,852 2.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CYRX 1 stocks	$37,070 2.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$7,291 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts

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