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
ATHENE HOLDING LTD CL A G0684D107 13,668 164,018 SH   SOLE   164,018 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 1,806 62,773 SH   SOLE   62,773 0 0
CIT GROUP INC COM NEW 125581801 17,009 331,293 SH   SOLE   331,293 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 1,245 13,400 SH   SOLE   13,400 0 0
BOTTOMLINE TECH DEL INC COM 101388106 757 13,400 SH   SOLE   13,400 0 0
CHANGE HEALTHCARE INC COM 15912K100 1,281 59,900 SH   SOLE   59,900 0 0
COHERENT INC COM 192479103 2,398 8,998 SH   SOLE   8,998 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 650 42,500 SH   SOLE   42,500 0 0
CASPER SLEEP INC COM 147626105 1,485 222,275 SH   SOLE   222,275 0 0
DEL TACO RESTAURANTS INC NEW COM 245496104 435 34,900 SH   SOLE   34,900 0 0
CYRUSONE INC COM 23283R100 6,424 71,600 SH   SOLE   71,600 0 0
KRATON CORP COM 50077C106 1,867 40,300 SH   SOLE   40,300 0 0
IHS MARKIT LTD SHS G47567105 47,798 359,600 SH   SOLE   359,600 0 0
INVESTORS BANCORP INC NEW COM 46146L101 3,575 235,998 SH   SOLE   235,998 0 0
MCAFEE CORP COM CL A 579063108 305 11,841 SH   SOLE   11,841 0 0
MIMECAST LTD ORD SHS G14838109 4,981 62,600 SH   SOLE   62,600 0 0
FORTERRA INC COM 34960W106 208 8,728 SH   SOLE   8,728 0 0
SCIPLAY CORPORATION CL A 809087109 3,215 233,338 SH   SOLE   233,338 0 0
PAE INC COM CL A 69290Y109 267 26,900 SH   SOLE   26,900 0 0
MAGELLAN HEALTH INC COM NEW 559079207 26,488 278,855 SH   SOLE   278,855 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 22,509 406,886 SH   SOLE   406,886 0 0
PEOPLE'S UNITED FINANCIAL INC COM 712704105 6,848 384,300 SH   SOLE   384,300 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 3,821 225,696 SH   SOLE   225,696 0 0
STERLING BANCORP DEL COM 85917A100 7,249 281,097 SH   SOLE   281,097 0 0
TRISTATE CAP HLDGS INC COM 89678F100 1,764 58,300 SH   SOLE   58,300 0 0
VONAGE HLDGS CORP COM 92886T201 293 14,082 SH   SOLE   14,082 0 0
XILINX INC COM 983919101 22,666 106,900 SH   SOLE   106,900 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 17,514 73,745 SH   SOLE   73,745 0 0