The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACM RESH INC COM CL A 00108J109   23,174,896 795,295 SH   SOLE   795,295 0 0
ASPEN TECHNOLOGY INC COM 29109X106 BBG017J18W74 33,986,595 159,352 SH   SOLE   159,352 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   1,784,454 504,083 SH   SOLE   504,083 0 0
CORE SCIENTIFIC INC NEW *W EXP 01/23/202 21874A114   567,220 426,481 SH   SOLE   426,481 0 0
CORE SCIENTIFIC INC NEW *W EXP 01/23/202 21874A130   852,962 355,401 SH   SOLE   355,401 0 0
CRA INTL INC COM 12618T105   39,544,315 264,369 SH   SOLE   264,369 0 0
DLOCAL LTD CLASS A COM G29018101   18,941,597 1,288,544 SH   SOLE   1,288,544 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   31,083,856 341,919 SH   SOLE   341,919 0 0
GEN DIGITAL INC COM 668771108   46,761,680 2,087,575 SH   SOLE   2,087,575 0 0
GIGACLOUD TECHNOLOGY INC CLASS A ORD G38644103   2,887,684 108,072 SH   SOLE   108,072 0 0
GLOBE LIFE INC COM 37959E952   34,911,000 300,000 SH Put SOLE   300,000 0 0
H & E EQUIPTMENT SERVICES INC COM 404030108   23,395,535 364,530 SH   SOLE   364,530 0 0
ICON PLC SHS G4705A100   14,001,052 41,676 SH   SOLE   41,676 0 0
INSTALLED BLDG PRODS INC COM 45780R101   34,394,531 132,936 SH   SOLE   132,936 0 0
ISHARES TR MSCI INDIA ETF 46429B598   1,297,643 25,153 SH   SOLE   25,153 0 0
KE HLDGS INC SPONSORED ADS 482497104   13,308,475 969,299 SH   SOLE   969,299 0 0
NB BANCORP INC COM 63945M107   18,257,396 1,336,559 SH   SOLE   1,336,559 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   31,690,583 2,135,484 SH   SOLE   2,135,484 0 0
ROIVANT SCIENCES LTD SHS G76279101   19,267,784 1,828,063 SH   SOLE   1,828,063 0 0
SHARKNINJA INC COM SHS G8068L108   58,990,187 947,025 SH   SOLE   947,025 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   45,808,153 595,375 SH   SOLE   595,375 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C908   8,463,400 110,000 SH Call SOLE   110,000 0 0
US FOODS HLDG CORP COM 912008109   37,128,500 687,947 SH   SOLE   687,947 0 0