AIRSCULPT TECHNOLOGIES INC COM 009496100 24393000 4700000 SH SOLE 4700000 0 0 AMKOR TECHNOLOGY INC COM 031652100 35966000 1400000 SH SOLE 1400000 0 0 BIOTE CORP CLASS A COM 090683103 1699500 300000 SH SOLE 300000 0 0 BOSTON BEER INC CL A 100557107 1499900 5000 SH SOLE 5000 0 0 CLOUDFLARE INC CL A COM 18915M107 43072000 400000 SH SOLE 400000 0 0 COMPASS MINERALS INTL INC COM 20451N101 11250000 1000000 SH SOLE 1000000 0 0 GARMIN LTD SHS H2906T109 35064200 170000 SH SOLE 170000 0 0 MORNINGSTAR INC COM 617700109 6735200 20000 SH SOLE 20000 0 0 PARSONS CORP DEL COM 70202L102 33210000 360000 SH SOLE 360000 0 0 SKYWEST INC COM 830879102 85110500 850000 SH SOLE 850000 0 0 SLEEP NUMBER CORP COM 83125X103 5715000 375000 SH SOLE 375000 0 0 SUN CMNTYS INC COM 866674104 24594000 200000 SH SOLE 200000 0 0 TEMPUR SEALY INTL INC COM 88023U101 28345000 500000 SH SOLE 500000 0 0 UBIQUITI INC COM 90353W103 89621100 270000 SH SOLE 270000 0 0