The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AMKOR TECHNOLOGY INC | COM | 031652100 | 40,527,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| EXPEDITORS INTL WASH INC | COM | 302130109 | 57,292,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| GARMIN LTD | SHS | H2906T109 | 63,802,750 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 24,867,600 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| PARSONS CORP DEL | COM | 70202L102 | 24,647,350 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | |||
| SKYWEST INC | COM | 830879102 | 82,647,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | 44,352,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 112,616,325 | 142,500 | SH | SOLE | 142,500 | 0 | 0 | |||