Cadian Capital Management, LP Portfolio Holdings by Sector

Cadian Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology ESTC BRZE SPT PCOR MNDY BIGC 6 stocks	$598,345 34.71% of portfolio	2	4	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare GH IQV 2 stocks	$238,122 13.81% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology RELY NTNX CFLT 3 stocks	$237,071 13.75% of portfolio	1	2	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CRTO 1 stocks	$102,236 5.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR LAD GPI 3 stocks	$95,243 5.53% of portfolio	-	3	-	-	0 Calls 0 Puts
Entertainment \| Communication Services ROKU 1 stocks	$87,631 5.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare MXCT TCMD FNA 3 stocks	$83,160 4.82% of portfolio	1	2	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$63,472 3.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$59,330 3.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare EVH 1 stocks	$58,781 3.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$39,168 2.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CYRX 1 stocks	$38,332 2.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical GLBE 1 stocks	$22,902 1.33% of portfolio	-	1	-	-	0 Calls 0 Puts

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