The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 229,508 3,813,700 SH   SOLE   3,813,700 0 0
ADIENT PLC ODR SHS G0084W101 121,764 1,675,570 SH   SOLE   1,675,570 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 170,473 2,855,493 SH   SOLE   2,855,493 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 118,047 9,309,695 SH   SOLE   9,309,695 0 0
AVNET INC COM 053807103 199,691 4,363,874 SH   SOLE   4,363,874 0 0
BWX TECHNOLOGIES INC COM 05605H100 251,705 5,287,927 SH   SOLE   5,287,927 0 0
F5 NETWORKS INC COM 315616102 133,781 938,350 SH   SOLE   938,350 0 0
INVESTORS BANCORP INC NEW COM 46146L101 425,395 29,582,428 SH   SOLE   29,582,428 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 100,991 734,590 SH   SOLE   734,590 0 0
LAZARD LTD SHS A G54050102 79,105 1,720,041 SH   SOLE   1,720,041 0 0
MEDNAX INC COM 58502B106 106,573 1,536,079 SH   SOLE   1,536,079 0 0
OPEN TEXT CORP COM 683715106 102,709 3,019,969 SH   SOLE   3,019,969 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 164,257 10,542,812 SH   SOLE   10,542,812 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 43,753 185,600 SH   SOLE   185,600 0 0
WEBMD HEALTH CORP COM 94770V102 177,075 3,361,336 SH   SOLE   3,361,336 0 0
XILINX INC COM 983919101 350,738 6,058,693 SH   SOLE   6,058,693 0 0