AES CORP COM 00130H105 24080000 1000000 SH SOLE 1000000 0 0 AIRSCULPT TECHNOLOGIES INC COM 009496100 13910400 2760000 SH SOLE 2760000 0 0 AMKOR TECHNOLOGY INC COM 031652100 52040000 2000000 SH SOLE 2000000 0 0 BIO RAD LABS INC CL A 090572207 7185300 15000 SH SOLE 15000 0 0 CLOUDFLARE INC CL A COM 18915M107 64743000 1050000 SH SOLE 1050000 0 0 GARMIN LTD SHS H2906T109 15138000 150000 SH SOLE 150000 0 0 INOTIV INC COM 45783Q100 1566243 361719 SH SOLE 361719 0 0 NI HLDGS INC COM 65342T106 778843 59911 SH SOLE 59911 0 0 SLEEP NUMBER CORP COM 83125X103 12164000 400000 SH SOLE 400000 0 0 SUN CMNTYS INC COM 866674104 19723200 140000 SH SOLE 140000 0 0 TEMPUR SEALY INTL INC COM 88023U101 8885250 225000 SH SOLE 225000 0 0 UBIQUITI INC COM 90353W103 27440690 101000 SH SOLE 101000 0 0