Sellaronda Global Management LP Portfolio Holdings by Sector

Sellaronda Global Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APPF SRAD 2 stocks	$29.4 Million 31.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CCCS OKTA 2 stocks	$26.6 Million 28.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS 1 stocks	$15.5 Million 16.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$11.9 Million 12.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$9.6 Million 10.32% of portfolio	-	1	-	-	0 Calls 0 Puts

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