The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AES CORP | COM | 00130H105 | 24,536,209 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| AIRSCULPT TECHNOLOGIES INC | COM | 009496100 | 29,405,182 | 3,411,274 | SH | SOLE | 3,411,274 | 0 | 0 | |||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 63,962,500 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | |||
| BIO RAD LABS INC | CL A | 090572207 | 5,686,800 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 45,759,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| GARMIN LTD | SHS | H2906T109 | 15,643,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| SLEEP NUMBER CORP | COM | 83125X103 | 15,004,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| SUN CMNTYS INC | COM | 866674104 | 18,264,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 11,219,600 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 40,422,500 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||