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 |
| ACI WORLDWIDE INC | COM | 004498101 | 371,459 | 9,665,853 | SH | DFND | 1, 2, 3, 4, 5 | 9,665,853 | 0 | 0 | |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 45,763 | 290,542 | SH | DFND | 1, 2, 3, 4, 5 | 290,542 | 0 | 0 | |
| AECOM | COM | 00766T100 | 386,890 | 7,771,992 | SH | DFND | 1, 2, 3, 4, 5 | 7,771,992 | 0 | 0 | |
| BOX INC | CL A | 10316T104 | 198,132 | 10,976,845 | SH | DFND | 1, 2, 3, 4, 5 | 10,976,845 | 0 | 0 | |
| CERNER CORP | COM | 156782104 | 179,848 | 2,291,637 | SH | DFND | 1, 2, 3, 4, 5 | 2,291,637 | 0 | 0 | |
| COMMVAULT SYSTEMS INC | COM | 204166102 | 247,463 | 4,469,256 | SH | DFND | 1, 2, 3, 4, 5 | 4,469,256 | 0 | 0 | |
| COMSCORE INC | COM | 20564W105 | 3,348 | 1,344,582 | SH | DFND | 1, 2, 3, 4, 5 | 1,344,582 | 0 | 0 | |
| CORTEVA INC | COM | 22052L104 | 558,869 | 14,433,599 | SH | DFND | 1, 2, 3, 4, 5 | 14,433,599 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 154,671 | 6,540,000 | SH | DFND | 1, 2, 3, 4, 5 | 6,540,000 | 0 | 0 | |
| GREEN DOT CORP | CL A | 39304D102 | 245,980 | 4,408,246 | SH | DFND | 1, 2, 3, 4, 5 | 4,408,246 | 0 | 0 | |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 44,502 | 337,777 | SH | DFND | 1, 2, 3, 4, 5 | 337,777 | 0 | 0 | |
| ISHARES TR | RUS MID CAP ETF | 464287499 | 37,703 | 550,000 | SH | DFND | 1, 2, 3, 4, 5 | 550,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 104,108 | 531,000 | SH | DFND | 1, 2, 3, 4, 5 | 531,000 | 0 | 0 | |
| MAGELLAN HEALTH INC | COM NEW | 559079207 | 196,256 | 2,369,100 | SH | DFND | 1, 2, 3, 4, 5 | 2,369,100 | 0 | 0 | |
| MEDNAX INC | COM | 58502B106 | 207,363 | 8,450,000 | SH | DFND | 1, 2, 3, 4, 5 | 8,450,000 | 0 | 0 | |
| MERIT MED SYS INC | COM | 589889104 | 221,157 | 3,984,085 | SH | DFND | 1, 2, 3, 4, 5 | 3,984,085 | 0 | 0 | |
| NORTONLIFELOCK INC | COM | 668771108 | 432,853 | 20,830,268 | SH | DFND | 1, 2, 3, 4, 5 | 20,830,268 | 0 | 0 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 295,803 | 9,037,681 | SH | DFND | 1, 2, 3, 4, 5 | 9,037,681 | 0 | 0 | |