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	$27.1 Million 35.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CCCS OKTA 2 stocks	$22.5 Million 29.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$10.5 Million 13.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$9.38 Million 12.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK CCOI 2 stocks	$7.18 Million 9.37% of portfolio	-	-	-	-	0 Calls 0 Puts

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