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
ACTIVISION BLIZZARD INC COM 00507V109 150,676 1,880,861 SH   SOLE   1,880,861 0 0
ALLEGHANY CORP MD COM 017175100 30,251 35,715 SH   SOLE   35,715 0 0
ANAPLAN INC COM 03272L108 93,301 1,434,300 SH   SOLE   1,434,300 0 0
ASPEN TECHNOLOGY INC COM 045327103 37,939 229,421 SH   SOLE   229,421 0 0
ATOTECH LTD COM G0625A105 13,592 619,235 SH   SOLE   619,235 0 0
BALLYS CORPORATION COM 05875B106 14,762 480,211 SH   SOLE   480,211 0 0
BLUEROCK RESIDENTIAL GWT REI COM CL A 09627J102 22,218 836,221 SH   SOLE   836,221 0 0
BOTTOMLINE TECH DEL INC COM 101388106 26,141 461,206 SH   SOLE   461,206 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 1,475 127,258 SH   SOLE   127,258 0 0
CERNER CORP COM 156782104 265,223 2,834,793 SH   SOLE   2,834,793 0 0
CHANGE HEALTHCARE INC COM 15912K100 51,481 2,361,520 SH   SOLE   2,361,520 0 0
CITRIX SYS INC COM 177376100 50,924 504,700 SH   SOLE   504,700 0 0
CMC MATERIALS INC COM 12571T100 71,157 383,800 SH   SOLE   383,800 0 0
COHERENT INC COM 192479103 158,078 578,278 SH   SOLE   578,278 0 0
FERRO CORP COM 315405100 49,226 2,264,295 SH   SOLE   2,264,295 0 0
FIRST HORIZON CORPORATION COM 320517105 63,489 2,702,800 SH   SOLE   2,702,800 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 43,103 1,016,579 SH   SOLE   1,016,579 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 19,015 605,180 SH   SOLE   605,180 0 0
GOLDEN NUGGET ONLINE GAMIN COM CL A 38113L107 8,867 1,247,184 SH   SOLE   1,247,184 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 37,467 1,195,500 SH   SOLE   1,195,500 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 39,146 1,863,200 SH   SOLE   1,863,200 0 0
INTERSECT ENT INC COM 46071F103 38,773 1,384,262 SH   SOLE   1,384,262 0 0
INVESTORS BANCORP INC NEW COM 46146L101 11,743 786,557 SH   SOLE   786,557 0 0
LHC GROUP INC COM 50187A107 30,179 179,000 SH   SOLE   179,000 0 0
MANDIANT INC COM 562662106 82,739 3,708,600 SH   SOLE   3,708,600 0 0
MERITOR INC COM 59001K100 21,331 599,700 SH   SOLE   599,700 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 4,812 124,345 SH   SOLE   124,345 0 0
MIMECAST LTD ORD SHS G14838109 18,938 238,034 SH   SOLE   238,034 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 12,732 1,205,700 SH   SOLE   1,205,700 0 0
NEOPHOTONICS CORP COM 64051T100 32,592 2,142,794 SH   SOLE   2,142,794 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 26,050 956,300 SH   SOLE   956,300 0 0
OASIS PETROLEUM INC COM NEW 674215207 1,456 9,949 SH   SOLE   9,949 0 0
ORTHO CLINICAL DIAGNOSTICS H ORD SHS G6829J107 27,093 1,451,941 SH   SOLE   1,451,941 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 35,814 1,791,600 SH   SOLE   1,791,600 0 0
PLANTRONICS INC NEW COM 727493108 18,837 478,100 SH   SOLE   478,100 0 0
PREFERRED APT CMNTYS INC COM 74039L103 6,982 279,947 SH   SOLE   279,947 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 29,100 479,800 SH   SOLE   479,800 0 0
ROGERS CORP COM 775133101 108,729 400,181 SH   SOLE   400,181 0 0
SANDERSON FARMS INC COM 800013104 113,472 605,218 SH   SOLE   605,218 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 5,919 190,800 SH   SOLE   190,800 0 0
SPIRIT AIRLS INC COM 848577102 13,159 601,700 SH   SOLE   601,700 0 0
SPX FLOW INC COM 78469X107 25,889 300,268 SH   SOLE   300,268 0 0
TEGNA INC COM 87901J105 66,977 2,990,061 SH   SOLE   2,990,061 0 0
TENNECO INC CL A VTG COM STK 880349105 37,430 2,043,100 SH   SOLE   2,043,100 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 81,307 1,679,900 SH   SOLE   1,679,900 0 0
UMPQUA HLDGS CORP COM 904214103 2,346 124,400 SH   SOLE   124,400 0 0
US ECOLOGY INC COM 91734M103 43,097 900,100 SH   SOLE   900,100 0 0
VEONEER INC COM 92336X109 8,864 239,900 SH   SOLE   239,900 0 0
VONAGE HLDGS CORP COM 92886T201 53,631 2,643,244 SH   SOLE   2,643,244 0 0
WELBILT INC COM 949090104 61,207 2,577,127 SH   SOLE   2,577,127 0 0
ZYNGA INC CL A 98986T108 66,226 7,167,300 SH   SOLE   7,167,300 0 0