Alta Fox Capital Management, LLC Portfolio Holdings by Sector

Alta Fox Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Electronic Components \| Technology DAKT 1 stocks	$92,027 27.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services CARG META 2 stocks	$53,094 15.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials REVG 1 stocks	$45,758 13.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO DV 2 stocks	$34,063 10.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare DXCM 1 stocks	$25,509 7.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TXT ATRO 2 stocks	$22,217 6.6% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$21,909 6.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$18,224 5.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical TRS 1 stocks	$12,988 3.86% of portfolio	-	1	-	-	0 Calls 0 Puts

Apparel Manufacturing \| Consumer Cyclical FIGS 1 stocks	$6,083 1.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare JYNT 1 stocks	$2,823 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical XPEL 1 stocks	$1,913 0.57% of portfolio	1	-	1	-	0 Calls 0 Puts

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