AES CORP COM 00130H105 20655 850000 SH SOLE 850000 0 0 AMAZON COM INC COM 023135106 41679 12500 SH SOLE 12500 0 0 AMKOR TECHNOLOGY INC COM 031652100 68173 2750000 SH SOLE 2750000 0 0 CLOUDFLARE INC CL A COM 18915M107 78900 600000 SH SOLE 600000 0 0 JOINT CORP COM 47973J102 8540 130000 SH SOLE 130000 0 0 KULICKE & SOFFA INDS INC COM 501242101 19675 325000 SH SOLE 325000 0 0 NI HLDGS INC COM 65342T106 1463 77376 SH SOLE 77376 0 0 STITCH FIX INC COM CL A 860897107 284 15000 SH Call SOLE 15000 0 0 SUN CMNTYS INC COM 866674104 20997 100000 SH SOLE 100000 0 0 UBIQUITI INC COM 90353W103 33737 110000 SH SOLE 110000 0 0