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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 19,552 750,000 SH   SOLE   750,000 0 0
AMAZON COM INC COM 023135106 41,281 12,000 SH   SOLE   12,000 0 0
AMKOR TECHNOLOGY INC COM 031652100 47,340 2,000,000 SH   SOLE   2,000,000 0 0
CLOUDFLARE INC CL A COM 18915M107 58,212 550,000 SH   SOLE   550,000 0 0
JOINT CORP COM 47973J102 33,568 400,000 SH   SOLE   400,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 14,688 240,000 SH   SOLE   240,000 0 0
NI HLDGS INC COM 65342T106 1,470 77,376 SH   SOLE   77,376 0 0
STITCH FIX INC COM CL A 860897107 370 15,000 SH Call SOLE   15,000 0 0
SUN CMNTYS INC COM 866674104 13,712 80,000 SH   SOLE   80,000 0 0
UBIQUITI INC COM 90353W103 31,219 100,000 SH   SOLE   100,000 0 0