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 GWRE APPF TYL 4 stocks	$272,091 23.69% of portfolio	3	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$182,306 15.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG AXON 2 stocks	$124,966 10.88% of portfolio	2	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$110,621 9.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$82,449 7.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$81,069 7.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$65,664 5.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$60,936 5.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$57,529 5.01% of portfolio	1	-	1	-	0 Calls 0 Puts

Auto Parts \| Consumer Cyclical LKQ 1 stocks	$44,282 3.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$39,071 3.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$27,686 2.41% of portfolio	-	1	-	-	0 Calls 0 Puts

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