AMKOR TECHNOLOGY INC COM 031652100 55272000 1400000 SH SOLE 1400000 0 0 GARMIN LTD SHS H2906T109 42401921 260000 SH SOLE 260000 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 28973250 163000 SH SOLE 163000 0 0 PARSONS CORP DEL COM 70202L102 28119000 455000 SH SOLE 455000 0 0 SKYWEST INC COM 830879102 90369000 900000 SH SOLE 900000 0 0 SOMNIGROUP INTERNATIONAL INC COM 88023U101 53336000 575000 SH SOLE 575000 0 0 UBIQUITI INC COM 90353W103 77469000 140000 SH SOLE 140000 0 0