Freshford Capital Management, LLC Portfolio Holdings by Sector

Freshford Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP FICO WDAY UBER 4 stocks	$104,558 32.17% of portfolio	2	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL PINS PINS 3 stocks	$68,338 21.02% of portfolio	-	3	-	-	1 Calls 0 Puts
Uranium \| Energy CCJ URG NXE DNN 4 stocks	$41,807 12.86% of portfolio	3	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology CACI FISV 2 stocks	$40,343 12.41% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY 1 stocks	$20,651 6.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$20,425 6.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$16,614 5.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FLR 1 stocks	$6,929 2.13% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate HASI 1 stocks	$5,372 1.65% of portfolio	1	-	1	-	0 Calls 1 Puts

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