Instuitional Investor - Seldon Capital Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Reddit Inc.	RDDT	299,800	$48,999,312	20.05%
2.	Celestica Inc	CLS	231,791	$21,394,309	8.75%
3.	Talen Energy Corp	TLN	82,095	$16,539,680	6.77%
4.	Vanguard Index Fds		54,098	$15,678,141	6.41%
5.	Vertiv Holdings Co	VRT	92,900	$10,554,369	4.32%