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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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   26,537,969 1,024,632 SH   SOLE   1,024,632 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   47,130,256 2,945,641 SH   SOLE   2,945,641 0 0
CRA INTL INC COM 12618T105   15,320,495 81,766 SH   SOLE   81,766 0 0
FLUTTER ENTMT PLC SHS G3643J108   63,276,980 221,434 SH   SOLE   221,434 0 0
IES HLDGS INC COM 44951W106   46,916,315 158,378 SH   SOLE   158,378 0 0
INSTALLED BLDG PRODS INC COM 45780R101   41,252,528 228,774 SH   SOLE   228,774 0 0
ISHARES TR MSCI INDIA ETF 46429B598   3,869,649 69,498 SH   SOLE   69,498 0 0
MDU RES GROUP INC COM 552690109   52,606,236 3,155,743 SH   SOLE   3,155,743 0 0
NB BANCORP INC COM 63945M107   37,762,041 2,114,336 SH   SOLE   2,114,336 0 0
NETGEAR INC COM 64111Q104   49,175,015 1,691,607 SH   SOLE   1,691,607 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   46,637,104 3,317,006 SH   SOLE   3,317,006 0 0
PRICESMART INC COM 741511109   42,224,084 401,981 SH   SOLE   401,981 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   78,867,960 2,662,659 SH   SOLE   2,662,659 0 0
ROIVANT SCIENCES LTD SHS G76279101   34,986,148 3,104,361 SH   SOLE   3,104,361 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   94,639,331 1,259,004 SH   SOLE   1,259,004 0 0
SLM CORP COM 78442P106   41,473,972 1,264,836 SH   SOLE   1,264,836 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   231,693,750 375,000 SH Put SOLE   375,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   54,169,048 996,304 SH   SOLE   996,304 0 0
US FOODS HLDG CORP COM 912008109   108,876,969 1,413,803 SH   SOLE   1,413,803 0 0