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 |
| AIRSCULPT TECHNOLOGIES INC | COM | 009496100 | 21,735,000 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | |||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 55,623,500 | 2,650,000 | SH | SOLE | 2,650,000 | 0 | 0 | |||
| GARMIN LTD | SHS | H2906T109 | 42,787,600 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 20,448,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| PARSONS CORP DEL | COM | 70202L102 | 40,550,050 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | |||
| SKYWEST INC | COM | 830879102 | 92,673,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | 41,510,500 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 102,912,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||