New Stake:

• : Albion River Management disclosed a new position of 362,350 shares (a 5.1% stake). The majority (302,313 shares) were acquired between October 27 and November 28 at prices ranging from $93.51 to $109.60. NPK shares are up ~6.7% year-to-date.

Increased Holdings:

• Universal Technical Institute (UTI): Coliseum Capital Management increased its stake to 3,971,440 shares (a 7.3% stake) by purchasing 1,255,173 shares between December 1 and 5 at $23.01 to $25.50 per share. UTI shares are down ~2.8% year-to-date.

Decreased Holdings:

• Impinj (PI): Sylebra Capital reduced its stake to 1,504,377 shares (retaining a 5% stake) by selling 324,883 shares between November 3 and December 3 at $155.10 to $202.01 per share. PI shares are up ~5.7% year-to-date.
• Garrett Motion (GTX): Cyrus Capital Partners reduced its stake to 11,744,714 shares (a 6% stake) by selling 2,360,187 shares between November 6 and December 5 at $15.62 to $17.80 per share. GTX shares have surged ~87.5% year-to-date.
• NewAmsterdam Pharma (NAMS): Bain Capital Life Sciences (BCLS) lowered its stake to 5,673,913 shares (a 5% common stock stake, 6.4% total economic exposure including warrants) by selling 4,800,000 shares in a private block trade on December 2 at $35.10 per share. NAMS shares are up ~37.2% year-to-date.

Note: Form 13D filings are required within 10 days of acquiring more than 5% of a company's stock and indicate an active or influential investment stance, unlike the more passive 13G filings.