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 |
| AGCO CORP | COM | 001084102 | 327,508 | 6,589,700 | SH | SOLE | 6,589,700 | 0 | 0 | ||
| ALLSCRIPTS HEALTHCARE SOLUTN | COM | 01988P108 | 142,136 | 10,759,695 | SH | SOLE | 10,759,695 | 0 | 0 | ||
| AVNET INC | COM | 053807103 | 274,385 | 6,193,796 | SH | SOLE | 6,193,796 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRIS I | COM | 05614L100 | 110,971 | 5,185,542 | SH | SOLE | 5,185,542 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 354,430 | 10,561,086 | SH | SOLE | 10,561,086 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 54,237 | 4,087,159 | SH | SOLE | 4,087,159 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 41,222 | 3,026,559 | SH | SOLE | 3,026,559 | 0 | 0 | ||
| F5 NETWORKS INC | COM | 315616102 | 102,330 | 966,742 | SH | SOLE | 966,742 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 62,567 | 7,101,831 | SH | SOLE | 7,101,831 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 21,567 | 623,686 | SH | SOLE | 623,686 | 0 | 0 | ||
| INVESTORS BANCORP INC NEW | COM | 46146L101 | 355,747 | 30,562,428 | SH | SOLE | 30,562,428 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 71,792 | 649,000 | SH | SOLE | 649,000 | 0 | 0 | ||
| LEGG MASON INC | COM | 524901105 | 20,791 | 599,506 | SH | SOLE | 599,506 | 0 | 0 | ||
| PROGRESSIVE WASTE SOLUTIONS | COM | 74339G101 | 123,457 | 3,978,627 | SH | SOLE | 3,978,627 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 253,597 | 11,746,039 | SH | SOLE | 11,746,039 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 160,884 | 9,992,812 | SH | SOLE | 9,992,812 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 62,696 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 93,390 | 2,797,791 | SH | SOLE | 2,797,791 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 341,550 | 7,201,145 | SH | SOLE | 7,201,145 | 0 | 0 | ||