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 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 22,637,088 | 333,536 | SH | SOLE | 333,536 | 0 | 0 | |||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 5,032,400 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||
| BANCO SANTANDER S.A. | ADR | 05964H105 | 1,014,750 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| BOEING CO | COM | 097023105 | 23,690,831 | 111,523 | SH | SOLE | 111,523 | 0 | 0 | |||
| FIRST SOLAR INC | COM | 336433107 | 22,707,000 | 104,400 | SH | SOLE | 104,400 | 0 | 0 | |||
| IMPINJ INC | COM | 453204109 | 6,116,560 | 45,134 | SH | SOLE | 45,134 | 0 | 0 | |||
| LAMB WESTON HLDGS INC | COM | 513272104 | 27,124,717 | 259,517 | SH | SOLE | 259,517 | 0 | 0 | |||
| MARSH & MCLENNAN COS INC | COM | 571748102 | 5,662,700 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | |||
| MAXIMUS INC | COM | 577933104 | 17,721,981 | 225,184 | SH | SOLE | 225,184 | 0 | 0 | |||
| MEDPACE HLDGS INC | COM | 58506Q109 | 13,389,160 | 71,200 | SH | SOLE | 71,200 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 4,458,420 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | |||
| U HAUL HOLDING COMPANY | COM | 023586100 | 473,025 | 7,930 | SH | SOLE | 7,930 | 0 | 0 | |||
| UBS GROUP AG | SHS | H42097107 | 4,024,724 | 188,600 | SH | SOLE | 188,600 | 0 | 0 | |||