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
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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   17,894,059 1,185,037 SH   SOLE   1,185,037 0 0
APPLIED DIGITAL CORP COM NEW 038169207   19,319,398 2,528,717 SH   SOLE   2,528,717 0 0
BJS RESTAURANTS INC COM 09180C106   22,749,913 647,500 SH Call SOLE   647,500 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   65,547,489 2,975,374 SH   SOLE   2,975,374 0 0
CENTURY ALUM CO COM 156431108   7,677,926 421,401 SH   SOLE   421,401 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   7,330,419 521,738 SH   SOLE   521,738 0 0
CRA INTL INC COM 12618T105   51,599,808 275,640 SH   SOLE   275,640 0 0
FLUTTER ENTMT PLC SHS G3643J108   56,282,915 217,771 SH   SOLE   217,771 0 0
H & E EQUIPTMENT SERVICES INC COM 404030108   50,433,402 1,030,094 SH   SOLE   1,030,094 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   12,241,895 159,151 SH   SOLE   159,151 0 0
ICON PLC SHS G4705A100   50,130,756 239,048 SH   SOLE   239,048 0 0
INSTALLED BLDG PRODS INC COM 45780R101   40,868,125 233,199 SH   SOLE   233,199 0 0
ISHARES TR MSCI INDIA ETF 46429B598   3,658,375 69,498 SH   SOLE   69,498 0 0
KE HLDGS INC SPONSORED ADS 482497104   30,097,248 1,633,944 SH   SOLE   1,633,944 0 0
LOCKHEED MARTIN CORP COM 539830109   88,732,644 182,600 SH Put SOLE   182,600 0 0
MDU RES GROUP INC COM 552690109   53,882,395 2,990,144 SH   SOLE   2,990,144 0 0
NB BANCORP INC COM 63945M107   35,738,988 1,978,903 SH   SOLE   1,978,903 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   7,296,789 263,422 SH   SOLE   263,422 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   38,479,320 3,308,626 SH   SOLE   3,308,626 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   70,300,804 2,284,719 SH   SOLE   2,284,719 0 0
ROIVANT SCIENCES LTD SHS G76279101   41,226,580 3,484,918 SH   SOLE   3,484,918 0 0
SHARKNINJA INC COM SHS G8068L108   56,783,468 583,232 SH   SOLE   583,232 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   63,071,702 1,166,914 SH   SOLE   1,166,914 0 0
SLM CORP COM 78442P106   48,451,027 1,756,745 SH   SOLE   1,756,745 0 0
SNOWFLAKE INC CL A 833445109   39,451,755 255,500 SH Put SOLE   255,500 0 0
SPDR S&P500 ETF TR TR UNIT 78462F103   58,608,000 100,000 SH Put SOLE   100,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   47,389,890 739,889 SH   SOLE   739,889 0 0
US FOODS HLDG CORP COM 912008109   96,548,077 1,431,190 SH   SOLE   1,431,190 0 0