AES CORP COM 00130H105 22600 1000000 SH SOLE 1000000 0 0 AMKOR TECHNOLOGY INC COM 031652100 51150 3000000 SH SOLE 3000000 0 0 CLOUDFLARE INC CL A COM 18915M107 55310 1000000 SH SOLE 1000000 0 0 NI HLDGS INC COM 65342T106 1033 77376 SH SOLE 77376 0 0 SLEEP NUMBER CORP COM 83125X103 14369 425000 SH SOLE 425000 0 0 SUN CMNTYS INC COM 866674104 18946 140000 SH SOLE 140000 0 0 TEMPUR SEALY INTL INC COM 88023U101 3017 125000 SH SOLE 125000 0 0 UBIQUITI INC COM 90353W103 32585 111000 SH SOLE 111000 0 0