Hudson Way Capital Management LLC Portfolio Holdings by Sector

Hudson Way Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SSNC TYL GWRE 3 stocks	$140,690 17.66% of portfolio	3	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$126,923 15.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$124,931 15.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$66,288 8.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$59,232 7.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$49,720 6.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$47,448 5.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$40,689 5.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$40,088 5.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials KBR 1 stocks	$30,067 3.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$24,579 3.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$23,610 2.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$22,424 2.81% of portfolio	-	1	-	-	0 Calls 0 Puts

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