Instuitional Investor - Capelight Capital Asset Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sandisk Corp	SNDK	18,000	$11,436,120	8.53%
2.	Core Scientific Inc.	CORZ	600,000	$8,976,000	6.7%
3.	Legence Corp-Cl A		155,000	$8,751,300	6.53%
4.	M/I Homes Inc.	MHO	70,000	$8,571,500	6.39%
5.	Cloudflare Inc.	NET	40,000	$8,253,600	6.16%