Hudson Way Capital Management LLC Portfolio Holdings by Sector

Hudson Way Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SSNC GWRE TYL 3 stocks	$173,674 19.62% of portfolio	3	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$126,747 14.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$121,906 13.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$71,556 8.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$61,946 7.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials KBR 1 stocks	$61,041 6.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$52,383 5.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$47,328 5.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$42,996 4.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$39,338 4.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$38,511 4.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$28,987 3.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$18,600 2.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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