The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACM RESH INC COM CL A 00108J109   19,676,648 969,293 SH   SOLE   969,293 0 0
APPLIED DIGITAL CORP COM NEW 038169207   14,000,349 1,697,012 SH   SOLE   1,697,012 0 0
BJS RESTURANTS INC COM 09180C106   17,663,800 542,500 SH Call SOLE   542,500 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   39,557,177 2,349,001 SH   SOLE   2,349,001 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   20,199,976 1,703,202 SH   SOLE   1,703,202 0 0
CORE SCIENTIFIC INC NEW *W EXP 01/23/202 21874A114   3,422,960 509,369 SH   SOLE   509,369 0 0
CRA INTL INC COM 12618T105   62,251,924 355,076 SH   SOLE   355,076 0 0
FAIR ISAAC CORP COM 303250104   40,813,920 21,000 SH Put SOLE   21,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   31,454,786 132,564 SH   SOLE   132,564 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   32,919,295 350,765 SH   SOLE   350,765 0 0
GEN DIGITAL INC COM 668771108   78,463,213 2,860,489 SH   SOLE   2,860,489 0 0
H & E EQUIPTMENT SERVICES INC COM 404030108   44,344,705 910,943 SH   SOLE   910,943 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   13,618,698 175,884 SH   SOLE   175,884 0 0
ICON PLC SHS G4705A100   47,040,404 163,727 SH   SOLE   163,727 0 0
INSTALLED BLDG PRODS INC COM 45780R101   48,466,921 196,804 SH   SOLE   196,804 0 0
ISHARES TR MSCI INDIA ETF 46429B598   2,433,794 41,582 SH   SOLE   41,582 0 0
KE HLDGS INC SPONSORED ADS 482497104   29,102,487 1,461,702 SH   SOLE   1,461,702 0 0
MDU RES GROUP INC COM 552690109   43,061,823 1,571,026 SH   SOLE   1,571,026 0 0
NB BANCORP INC COM 63945M107   43,722,590 2,355,743 SH   SOLE   2,355,743 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   33,940,615 3,038,551 SH   SOLE   3,038,551 0 0
ROIVANT SCIENCES LTD SHS G76279101   32,751,132 2,838,053 SH   SOLE   2,838,053 0 0
SHARKNINJA INC COM SHS G8068L108   49,412,609 454,536 SH   SOLE   454,536 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   54,025,314 889,452 SH   SOLE   889,452 0 0
SNOWFLAKE INC CL A 833445109   27,623,830 240,500 SH Put SOLE   240,500 0 0
US FOODS HLDG CORP COM 912008109   77,808,201 1,265,174 SH   SOLE   1,265,174 0 0