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 | 28,760,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 71,940,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 47,470,500 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | |||
| NI HLDGS INC | COM | 65342T106 | 1,026,000 | 77,376 | SH | SOLE | 77,376 | 0 | 0 | |||
| SLEEP NUMBER CORP | COM | 83125X103 | 9,742,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
| SUN CMNTYS INC | COM | 866674104 | 20,020,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 4,291,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 27,626,000 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | |||