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
ALEXION PHARMACEUTICALS INC COM 015351109 14,198 92,850 SH   SOLE   92,850 0 0
ATLANTIC POWER CORP COM NEW 04878Q863 1,641 567,702 SH   SOLE   567,702 0 0
BOSTON PRIVATE FINL HLDGS IN COM 101119105 3,648 273,900 SH   SOLE   273,900 0 0
CIT GROUP INC COM NEW 125581801 15,887 308,429 SH   SOLE   308,429 0 0
BROOKFIELD PROPERTY PARTRS L UNIT LTD PARTN G16249107 2,476 139,197 SH   SOLE   139,197 0 0
CORELOGIC INC COM 21871D103 5,880 74,200 SH   SOLE   74,200 0 0
CHANGE HEALTHCARE INC COM 15912K100 1,324 59,900 SH   SOLE   59,900 0 0
COHERENT INC COM 192479103 2,883 11,400 SH   SOLE   11,400 0 0
CUBIC CORP COM 29272B105 6,696 89,800 SH   SOLE   89,800 0 0
EXTENDED STAY AMERICA INC UNIT 99/99/999B 30224P200 883 44,700 SH   SOLE   44,700 0 0
NAVISTAR INTL CORP NEW COM 63934E108 6,745 153,200 SH   SOLE   153,200 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 8,546 226,876 SH   SOLE   226,876 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,688 44,900 SH   SOLE   44,900 0 0
IHS MARKIT LTD SHS G47567105 33,834 349,600 SH   SOLE   349,600 0 0
INPHI CORP COM 45772F107 6,494 36,402 SH   SOLE   36,402 0 0
FLIR SYS INC COM 302445101 4,405 78,000 SH   SOLE   78,000 0 0
MAXIM INTEGRATED PRODS COM 57772K101 11,083 121,300 SH   SOLE   121,300 0 0
FORTERRA INC COM 34960W106 203 8,728 SH   SOLE   8,728 0 0
GENMARK DIAGNOSTICS INC COM 372309104 1,068 44,700 SH   SOLE   44,700 0 0
SOGOU INC ADR REPSTG A 83409V104 1,940 257,000 SH   SOLE   257,000 0 0
REALPAGE INC COM 75606N109 20,414 234,100 SH   SOLE   234,100 0 0
GW PHARMACEUTICALS ADS 36197T103 5,423 25,000 SH   SOLE   25,000 0 0
HMS HOLDINGS CORP COM 40425J101 11,007 297,694 SH   SOLE   297,694 0 0
PERSPECTA INC COM 715347100 4,905 168,838 SH   SOLE   168,838 0 0
PLURALSIGHT INC COM CL A 72941B106 400 17,900 SH   SOLE   17,900 0 0
TCF FINANCIAL CORP COM 872307103 15,008 323,022 SH   SOLE   323,022 0 0
WATFORD HLDGS LTD SHS G94787101 5,424 156,717 SH   SOLE   156,717 0 0
WADDELL & REED FINL INC CL A 930059100 9,142 364,958 SH   SOLE   364,958 0 0
VARIAN MED SYS INC COM 92220P105 18,347 103,933 SH   SOLE   103,933 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 14,761 363,300 SH   SOLE   363,300 0 0
MICHAELS COS INC COM 59408Q106 6,084 277,300 SH   SOLE   277,300 0 0
XILINX INC COM 983919101 9,751 78,700 SH   SOLE   78,700 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 22,372 97,745 SH   SOLE   97,745 0 0