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0 0 LEIDOS HOLDINGS INC COM 525327102 3265920 21000 SH SOLE 21000 0 0 LENNOX INTL INC COM 526107107 2784780 6000 SH SOLE 6000 0 0 LIFEMD INC COM 53216B104 3232481 895424 SH SOLE 895424 0 0 LKQ CORP COM 501889208 1468500 50000 SH SOLE 50000 0 0 LUMEXA IMAGING HOLDINGS INC COM 550249106 3070630 357050 SH SOLE 357050 0 0 MARINEMAX INC COM 567908108 6020579 222490 SH SOLE 222490 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 1432640 22000 SH SOLE 22000 0 0 MATRIX SVC CO COM 576853105 1416540 123392 SH SOLE 123392 0 0 MEDPACE HLDGS INC COM 58506Q109 2881145 6000 SH SOLE 6000 0 0 MICROSOFT CORP COM 594918104 2050012 5538 SH SOLE 4500 0 1038 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 1727551 251463 SH SOLE 251463 0 0 MODINE MFG CO COM 607828100 1083550 5000 SH SOLE 5000 0 0 MP MATERIALS CORP COM CL A 553368101 747065 15480 SH SOLE 15480 0 0 MUELLER INDS INC COM 624756102 3324000 30000 SH SOLE 30000 0 0 MYOMO INC COM NEW 62857J201 94764 140266 SH SOLE 140266 0 0 NACCO INDS INC CL A 629579103 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