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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
EXPEDITORS INTL WASH INC COM 302130109 65,192,000 400,000 SH SOLE 400,000 0 0
GARMIN LTD SHS H2906T109 65,323,500 275,000 SH SOLE 275,000 0 0
SKYWEST INC COM 830879102 99,330,000 1,000,000 SH SOLE 1,000,000 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 47,040,000 600,000 SH SOLE 600,000 0 0
UBIQUITI INC COM 90353W103 74,764,200 140,000 SH SOLE 140,000 0 0