The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Symbotic Inc. | COM | 87151X101 | 27,489,000 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| Seagate Technology Holdings PLC | ORD SHS | G7945M107 | 68,404,050 | 289,774 | SH | SOLE | 289,774 | 0 | 0 | ||
| Robinhood Markets, Inc. | COM | 770700102 | 46,919,656 | 327,697 | SH | SOLE | 327,697 | 0 | 0 | ||
| Amphenol Corporation | COM | 032095101 | 47,361,105 | 382,716 | SH | SOLE | 382,716 | 0 | 0 | ||
| Intercontinental Exchange Inc. | COM | 45866F104 | 24,999,905 | 148,385 | SH | SOLE | 148,385 | 0 | 0 | ||
| Carvana Co. | COM | 146869102 | 34,503,125 | 91,462 | SH | SOLE | 91,462 | 0 | 0 | ||
| Affirm Holdings, Inc. | COM | 00827B106 | 37,945,328 | 519,230 | SH | SOLE | 519,230 | 0 | 0 | ||
| Sterling Infrastructure, Inc. | COM | 859241101 | 64,980,784 | 191,300 | SH | SOLE | 191,300 | 0 | 0 | ||
| BWX Technologies, Inc. | COM | 05605H100 | 51,807,970 | 281,000 | SH | SOLE | 281,000 | 0 | 0 | ||
| Stellantis N.V. | COM | N82405106 | 3,000,008 | 321,200 | SH | SOLE | 321,200 | 0 | 0 | ||
| Cameco Corporation | COM | 13321L108 | 36,992,323 | 441,120 | SH | SOLE | 441,120 | 0 | 0 | ||
| Tutor Perini Corporation | COM | 901109108 | 26,891,900 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| CVR Energy Inc. | COM | 12662P108 | 24,441,600 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| National Presto Industries, Inc. | COM | 637215104 | 5,046,750 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||