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 (x$1000) 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