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	$205,248 20.4% of portfolio	2	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$157,329 15.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG AXON 2 stocks	$125,245 12.45% of portfolio	2	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$119,766 11.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$75,124 7.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$60,897 6.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$60,327 6.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials KBR 1 stocks	$51,805 5.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LKQ 1 stocks	$42,861 4.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$37,673 3.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$27,125 2.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$22,792 2.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$19,713 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts

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