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Telemark Asset Management, LLC
> HEI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | HEICO CORP | HEI | 140,000 | 0 | 24,771,600,000 | 826,000,000 | $176,940.00 |
| 03/31/2023 | HEICO CORP | HEI | 140,000 | -10,000 | 23,945,600,000 | 899,600,000 | $171,040.00 |
| 12/31/2022 | HEICO CORP | HEI | 150,000 | 0 | 23,046,000,000 | 23,024,403,000 | $153,640.00 |
| 09/30/2022 | HEICO CORP | HEI | 150,000 | 0 | 21,597,000 | 1,929,000 | $143.98 |
| 06/30/2022 | HEICO CORP | HEI | 150,000 | -75,000 | 19,668,000 | -14,879,000 | $131.12 |
| 03/31/2022 | HEICO CORP | HEI | 225,000 | 0 | 34,547,000 | 2,097,000 | $153.54 |
| 12/31/2021 | HEICO CORP | HEI | 225,000 | 0 | 32,450,000 | 2,779,000 | $144.22 |
| 09/30/2021 | HEICO CORP | HEI | 225,000 | 0 | 29,671,000 | 1,366,000 | $131.87 |
| 03/31/2021 | HEICO CORP | HEI | 225,000 | 0 | 28,305,000 | -1,485,000 | $125.80 |
| 12/31/2020 | HEICO CORP | HEI | 225,000 | 0 | 29,790,000 | 6,241,000 | $132.40 |
| 09/30/2020 | HEICO CORP | HEI | 225,000 | 50,000 | 23,549,000 | 6,110,000 | $104.66 |
| 06/30/2020 | HEICO CORP | HEI | 175,000 | -125,000 | 17,439,000 | -3,606,000 | $99.65 |
| 03/31/2020 | HEICO CORP | HEI | 300,000 | 50,000 | 21,045,000 | -4,415,000 | $70.15 |
| 12/31/2019 | HEICO CORP | HEI | 250,000 | 25,000 | 25,460,000 | 808,000 | $101.84 |
| 09/30/2019 | HEICO CORP | HEI | 225,000 | 0 | 24,652,000 | -1,550,000 | $109.56 |
| 06/30/2019 | HEICO CORP | HEI | 225,000 | 125,000 | 26,202,000 | 16,715,000 | $116.45 |
| 03/31/2019 | HEICO CORP | HEI | 100,000 | -75,000 | 9,487,000 | -2,262,000 | $94.87 |
| 12/31/2018 | HEICO CORP | HEI | 175,000 | 175,000 | 11,749,000 | 11,749,000 | $67.14 |
| 09/30/2015 | HEICO CORP | HEI | 0 | -250,001 | 0 | -14,575,000 | |
| 06/30/2015 | HEICO CORP | HEI | 250,001 | 250,001 | 14,575,000 | 14,575,000 | $58.30 |
| 03/31/2015 | HEICO CORP | HEI | 250,001 | 250,001 | 15,268,000 | 15,268,000 | $61.07 |
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