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 |
| PARSONS CORP | COM | 70202L102 | 20,380,750 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| AMKOR TECHNOLOGY | COM | 031652100 | 66,540,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| CLOUDFLARE INC - CLASS A | CL-A | 18915M107 | 37,467,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| SUN COMMUNITIES INC | COM | 866674104 | 26,730,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 42,565,800 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||
| GARMIN LTD | COM | 052452520 | 28,278,800 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| SLEEP NUMBER CORP | COM | 83125X103 | 5,932,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| TEMPUR SEALY INTERNATIONAL, INC | COM | 88023U101 | 25,485,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| BIOTE CORP | CL-A | 090683103 | 3,334,500 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | |||
| AIRSCULPT TECHNOLOGIES INC | COM | 009496100 | 30,505,616 | 4,072,846 | SH | SOLE | 4,072,846 | 0 | 0 | |||
| GARRETT MOTION INC | COM | 366505105 | 2,901,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||