Decagon Asset Management LLP Portfolio Holdings by Sector

Decagon Asset Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology CYBR 1 stocks	$36.2 Million 32.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTLS GTLS 2 stocks	$35.6 Million 31.71% of portfolio	2	-	2	-	1 Calls 0 Puts
Rental & Leasing Services \| Industrials AL 1 stocks	$22.2 Million 19.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRUS MRUS 2 stocks	$8.07 Million 7.2% of portfolio	2	-	2	-	0 Calls 1 Puts
Oil & Gas Equipment & Services \| Energy DNOW 1 stocks	$6.99 Million 6.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ODP 1 stocks	$2.65 Million 2.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology CTLP 1 stocks	$422,800 0.38% of portfolio	-	1	-	-	1 Calls 0 Puts

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