The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AES CORP | COM | 00130H105 | 21,870 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 42,379 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 65,165 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 86,782 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
| JOINT CORP | COM | 47973J102 | 353 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 8,403 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| NI HLDGS INC | COM | 65342T106 | 1,312 | 77,376 | SH | SOLE | 77,376 | 0 | 0 | |||
| SUN CMNTYS INC | COM | 866674104 | 21,034 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 37,850 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||