Alta Fox Capital Management, LLC Portfolio Holdings by Sector

Alta Fox Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Farm & Heavy Construction Machinery \| Industrials REVG 1 stocks	$79,584 28.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology DAKT 1 stocks	$51,833 18.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$26,048 9.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DV 1 stocks	$24,266 8.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$22,740 8.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FWRD 1 stocks	$22,321 7.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services NRDS MA 2 stocks	$17,605 6.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services WLY 1 stocks	$15,224 5.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$10,853 3.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBW 1 stocks	$5,630 2.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDT 1 stocks	$4,701 1.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$60 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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