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
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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
ADIENT PLC ORD SHS G0084W101 257,500 6,550,490 SH   SOLE   6,550,490 0 0
BERRY GLOBAL GROUP INC COM 08579W103 50,519 1,044,000 SH   SOLE   1,044,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 71,920 2,338,090 SH   SOLE   2,338,090 0 0
GENESEE & WYO INC CL A 371559105 114,038 1,253,301 SH   SOLE   1,253,301 0 0
GENPACT LIMITED SHS G3922B107 269 8,800 SH   SOLE   8,800 0 0
INVESTORS BANCORP INC NEW COM 46146L101 354,709 28,908,628 SH   SOLE   28,908,628 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 92,252 547,326 SH   SOLE   547,326 0 0
JACK IN THE BOX INC COM 466367109 2,037 24,300 SH   SOLE   24,300 0 0
MEDNAX INC COM 58502B106 193,822 4,153,916 SH   SOLE   4,153,916 0 0
ON SEMICONDUCTOR CORP COM 682189105 124,808 6,771,979 SH   SOLE   6,771,979 0 0
OPEN TEXT CORP COM 683715106 374,897 9,855,331 SH   SOLE   9,855,331 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 69,279 238,302 SH   SOLE   238,302 0 0
WESCO INTL INC COM 95082P105 216,095 3,516,595 SH   SOLE   3,516,595 0 0
XILINX INC COM 983919101 240,272 2,997,033 SH   SOLE   2,997,033 0 0