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		<nameOfIssuer>AES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00130H105</cusip>
		<value>18939</value>
		<shrsOrPrnAmt>
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			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>5310</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50000</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMKOR TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>031652100</cusip>
		<value>57724</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3405561</sshPrnamt>
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			<Sole>3405561</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CLOUDFLARE INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>18915M107</cusip>
		<value>43750</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1000000</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1000000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>NI HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65342T106</cusip>
		<value>1271</value>
		<shrsOrPrnAmt>
			<sshPrnamt>77376</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77376</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SUN CMNTYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>866674104</cusip>
		<value>22310</value>
		<shrsOrPrnAmt>
			<sshPrnamt>140000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>140000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>UBIQUITI INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90353W103</cusip>
		<value>27923</value>
		<shrsOrPrnAmt>
			<sshPrnamt>112500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>112500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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