0001493152-23-016994.txt : 20230515 0001493152-23-016994.hdr.sgml : 20230515 20230515093407 ACCESSION NUMBER: 0001493152-23-016994 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CTF Capital Management, LP CENTRAL INDEX KEY: 0001807092 IRS NUMBER: 371906730 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21973 FILM NUMBER: 23919076 BUSINESS ADDRESS: STREET 1: 1700 EAST PUTNAM AVENUE STREET 2: SUITE 209 CITY: OLD GREENWICH STATE: CT ZIP: 06870 BUSINESS PHONE: 203-413-8793 MAIL ADDRESS: STREET 1: 1700 EAST PUTNAM AVENUE STREET 2: SUITE 209 CITY: OLD GREENWICH STATE: CT ZIP: 06870 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001807092 XXXXXXXX 03-31-2023 03-31-2023 false CTF Capital Management, LP

1700 EAST PUTNAM AVENUE SUITE 209 OLD GREENWICH CT 06870

13F HOLDINGS REPORT 028-21973 000299887 801-114713 N Frank Bosco 203-413-8793 /s/ Frank Bosco Old Greenwich CT 05-15-2023 0 13 154053355 INFORMATION TABLE 2 infotable.xml ARCH CAP GROUP LTD ORD G0450A105 22637088 333536 SH SOLE 333536 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 5032400 230000 SH SOLE 230000 0 0 BANCO SANTANDER S.A. ADR 05964H105 1014750 275000 SH SOLE 275000 0 0 BOEING CO COM 097023105 23690831 111523 SH SOLE 111523 0 0 FIRST SOLAR INC COM 336433107 22707000 104400 SH SOLE 104400 0 0 IMPINJ INC COM 453204109 6116560 45134 SH SOLE 45134 0 0 LAMB WESTON HLDGS INC COM 513272104 27124717 259517 SH SOLE 259517 0 0 MARSH & MCLENNAN COS INC COM 571748102 5662700 34000 SH SOLE 34000 0 0 MAXIMUS INC COM 577933104 17721981 225184 SH SOLE 225184 0 0 MEDPACE HLDGS INC COM 58506Q109 13389160 71200 SH SOLE 71200 0 0 SHOPIFY INC CL A 82509L107 4458420 93000 SH SOLE 93000 0 0 U HAUL HOLDING COMPANY COM 023586100 473025 7930 SH SOLE 7930 0 0 UBS GROUP AG SHS H42097107 4024724 188600 SH SOLE 188600 0 0