Cdam (Uk) LTD Portfolio Holdings by Sector

Cdam (Uk) LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology OTEX NOW 2 stocks	$140,496 20.76% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology QLYS DAVA 2 stocks	$120,269 17.77% of portfolio	1	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CIGI 1 stocks	$93,052 13.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LGIH 1 stocks	$84,622 12.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$68,453 10.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services ZD 1 stocks	$62,248 9.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$56,689 8.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials TFII 1 stocks	$50,913 7.52% of portfolio	-	1	-	-	0 Calls 0 Puts

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