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 CORPORATION | COM | 00130H105 | 1,520,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| AMKOR TECHNOLOGY | COM | 031652100 | 53,110,000 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | |||
| CLOUDFLARE INC - CLASS A | CL-A | 18915M107 | 34,672,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| SUN COMMUNITIES INC | COM | 866674104 | 23,668,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 37,778,000 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| GARMIN LTD | COM | 052452520 | 15,780,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| SLEEP NUMBER CORP | COM | 83125X103 | 14,377,084 | 584,672 | SH | SOLE | 584,672 | 0 | 0 | |||
| TEMPUR SEALY INTERNATIONAL, INC | COM | 88023U101 | 12,135,200 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| BIOTE CORP | CL-A | 090683103 | 3,340,026 | 652,349 | SH | SOLE | 652,349 | 0 | 0 | |||
| AIRSCULPT TECHNOLOGIES INC | COM | 009496100 | 26,068,375 | 3,811,166 | SH | SOLE | 3,811,166 | 0 | 0 | |||
| GARRETT MOTION INC | COM | 366505105 | 2,364,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||