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 113,862 1,543,478 SH   SOLE   1,543,478 0 0
ADIENT PLC ORD SHS G0084W101 496,330 5,909,390 SH   SOLE   5,909,390 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 55,141 3,874,975 SH   SOLE   3,874,975 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 92,121 7,334,475 SH   SOLE   7,334,475 0 0
COMMSCOPE HLDG CO INC COM 20337X109 136,157 4,099,868 SH   SOLE   4,099,868 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 46,739 401,500 SH   SOLE   401,500 0 0
F5 NETWORKS INC COM 315616102 178,358 1,479,416 SH   SOLE   1,479,416 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 94,831 3,717,400 SH   SOLE   3,717,400 0 0
INVESTORS BANCORP INC NEW COM 46146L101 403,504 29,582,428 SH   SOLE   29,582,428 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 139,719 942,900 SH   SOLE   942,900 0 0
LAZARD LTD SHS A G54050102 20,217 447,073 SH   SOLE   447,073 0 0
MEDNAX INC COM 58502B106 108,605 2,518,679 SH   SOLE   2,518,679 0 0
OPEN TEXT CORP COM 683715106 279,673 8,661,297 SH   SOLE   8,661,297 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 112,417 8,748,412 SH   SOLE   8,748,412 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 104,939 417,700 SH   SOLE   417,700 0 0
TREEHOUSE FOODS INC COM 89469A104 58,001 856,349 SH   SOLE   856,349 0 0
WESCO INTL INC COM 95082P105 8,624 148,046 SH   SOLE   148,046 0 0
XILINX INC COM 983919101 324,659 4,583,633 SH   SOLE   4,583,633 0 0