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
ADOBE INC COM 00724F101   41,095,375 116,500 SH Put SOLE   116,500 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   86,131,424 4,648,215 SH   SOLE   4,648,215 0 0
ENVIRI CORP COM 415864107   43,541,776 3,431,188 SH   SOLE   3,431,188 0 0
FLUTTER ENTMT PLC SHS G3643J108   43,907,456 172,864 SH   SOLE   172,864 0 0
HUT 8 CORP COM 44812J104   13,988,399 401,850 SH   SOLE   401,850 0 0
IES HLDGS INC COM 44951W106   71,087,095 178,768 SH   SOLE   178,768 0 0
ISHARES TR MSCI INDIA ETF 46429B598   3,041,293 58,419 SH   SOLE   58,419 0 0
NB BANCORP INC COM 63945M107   37,318,030 2,114,336 SH   SOLE   2,114,336 0 0
NETGEAR INC COM 64111Q104   54,791,151 1,691,607 SH   SOLE   1,691,607 0 0
NUTEX HEALTH INC COM 67079U306   27,939,898 270,421 SH   SOLE   270,421 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   57,990,791 3,971,972 SH   SOLE   3,971,972 0 0
PRICESMART INC COM 741511109   50,476,605 416,508 SH   SOLE   416,508 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   62,288,740 2,818,495 SH   SOLE   2,818,495 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   122,343,677 1,290,409 SH   SOLE   1,290,409 0 0
SLM CORP COM 78442P106   37,032,601 1,337,883 SH   SOLE   1,337,883 0 0
US FOODS HLDG CORP COM 912008109   109,154,001 1,424,615 SH   SOLE   1,424,615 0 0