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 | 314,376 | 6,670,400 | SH | SOLE | 6,670,400 | 0 | 0 | ||
| Allscripts Healthcare Solutions Inc | COM | 01988P108 | 142,998 | 11,259,695 | SH | SOLE | 11,259,695 | 0 | 0 | ||
| Avnet Inc | COM | 053807103 | 250,911 | 6,193,796 | SH | SOLE | 6,193,796 | 0 | 0 | ||
| BWX Technologies, Inc. | COM | 05605H100 | 377,770 | 10,561,086 | SH | SOLE | 10,561,086 | 0 | 0 | ||
| Babcock & Wilcox Enterprises, Inc. | COM | 05614L100 | 39,310 | 2,675,937 | SH | SOLE | 2,675,937 | 0 | 0 | ||
| F5 Networks Inc | COM | 315616102 | 110,054 | 966,742 | SH | SOLE | 966,742 | 0 | 0 | ||
| Ferroglobe PLC | SHS | G33856108 | 62,223 | 7,226,831 | SH | SOLE | 7,226,831 | 0 | 0 | ||
| Inovalon Holdings, Inc | COM-CL-A | 45781D101 | 1,609 | 89,313 | SH | SOLE | 89,313 | 0 | 0 | ||
| Investors Bancorp Inc | COM | 46146L101 | 334,200 | 30,162,428 | SH | SOLE | 30,162,428 | 0 | 0 | ||
| Rackspace Hosting Inc | COM | 750086100 | 245,022 | 11,746,039 | SH | SOLE | 11,746,039 | 0 | 0 | ||
| Rowan Companies PLC-A | SHS-CL-A | G7665A101 | 176,473 | 9,992,812 | SH | SOLE | 9,992,812 | 0 | 0 | ||
| Xilinx Inc | COM | 983919101 | 358,612 | 7,773,945 | SH | SOLE | 7,773,945 | 0 | 0 | ||