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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UBIQUITI INC | $112.6M | 142500 | 24.98% |
| 2 | SKYWEST INC | $82.6M | 900000 | 18.34% |
| 3 | GARMIN LTD | $63.8M | 275000 | 14.15% |
| 4 | EXPEDITORS INTL WASH INC | $57.3M | 400000 | 12.71% |
| 5 | SOMNIGROUP INTERNATIONAL INC | $44.4M | 600000 | 9.84% |
| 6 | AMKOR TECHNOLOGY INC | $40.5M | 900000 | 8.99% |
| 7 | PALANTIR TECHNOLOGIES INC | $24.9M | 170000 | 5.52% |
| 8 | PARSONS CORP DEL | $24.6M | 455000 | 5.47% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.