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		<nameOfIssuer>AMKOR TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>031652100</cusip>
		<value>40527000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>900000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>900000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>302130109</cusip>
		<value>57292000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>400000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>400000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GARMIN LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>H2906T109</cusip>
		<value>63802750</value>
		<shrsOrPrnAmt>
			<sshPrnamt>275000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>275000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PALANTIR TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>69608A108</cusip>
		<value>24867600</value>
		<shrsOrPrnAmt>
			<sshPrnamt>170000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>170000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PARSONS CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70202L102</cusip>
		<value>24647350</value>
		<shrsOrPrnAmt>
			<sshPrnamt>455000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>455000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SKYWEST INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>830879102</cusip>
		<value>82647000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>900000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>900000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SOMNIGROUP INTERNATIONAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88023U101</cusip>
		<value>44352000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>600000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>600000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UBIQUITI INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90353W103</cusip>
		<value>112616325</value>
		<shrsOrPrnAmt>
			<sshPrnamt>142500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>142500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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