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The reader should not assume that the information is accurate and complete.

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
EXPEDITORS INTL WASH INC COM 302130109   65,192,000 400,000 SH   SOLE   400,000 0 0
GARMIN LTD SHS H2906T109   65,323,500 275,000 SH   SOLE   275,000 0 0
SKYWEST INC COM 830879102   99,330,000 1,000,000 SH   SOLE   1,000,000 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   47,040,000 600,000 SH   SOLE   600,000 0 0
UBIQUITI INC COM 90353W103   74,764,200 140,000 SH   SOLE   140,000 0 0