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 5,015 62,600 SH   SOLE   62,600 0 0
ANAPLAN INC COM 03272L108 7,552 116,100 SH   SOLE   116,100 0 0
BOTTOMLINE TECH DEL INC COM 101388106 6,059 106,896 SH   SOLE   106,896 0 0
CHANGE HEALTHCARE INC COM 15912K100 598 27,431 SH   SOLE   27,431 0 0
COHERENT INC COM 192479103 6,970 25,498 SH   SOLE   25,498 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 719 42,500 SH   SOLE   42,500 0 0
CEDAR REALTY TRUST INC COM NEW 150602605 2,464 89,143 SH   SOLE   89,143 0 0
CERNER CORP COM 156782104 18,815 201,100 SH   SOLE   201,100 0 0
CITRIX SYS INC COM 177376100 4,539 44,983 SH   SOLE   44,983 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 2,406 98,916 SH   SOLE   98,916 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 1,119 35,700 SH   SOLE   35,700 0 0
INVESTORS BANCORP INC NEW COM 46146L101 3,791 253,898 SH   SOLE   253,898 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 3,179 151,300 SH   SOLE   151,300 0 0
MIMECAST LTD ORD SHS G14838109 20,713 260,340 SH   SOLE   260,340 0 0
KOHLS CORP COM 500255104 2,443 40,400 SH   SOLE   40,400 0 0
SCIPLAY CORPORATION CL A 809087109 143 11,039 SH   SOLE   11,039 0 0
LHC GROUP INC COM 50187A107 1,501 8,900 SH   SOLE   8,900 0 0
MERITOR INC COM 59001K100 317 8,900 SH   SOLE   8,900 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 992 61,003 SH   SOLE   61,003 0 0
PEOPLE'S UNITED FINANCIAL INC COM 712704105 9,839 492,200 SH   SOLE   492,200 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,070 76,000 SH   SOLE   76,000 0 0
RENEWABLE ENERGY GROUPINC COM NEW 75972A301 1,086 17,900 SH   SOLE   17,900 0 0
SPX FLOW INC COM 78469X109 9,396 108,973 SH   SOLE   108,973 0 0
TENNECO INC CL A VTG COM STK 880349105 1,812 98,892 SH   SOLE   98,892 0 0
TURQUOISE HILL RES LTD COM 900435207 2,069 68,900 SH   SOLE   68,900 0 0
TRISTATE CAP HLDGS INC COM 89678F100 6,716 202,098 SH   SOLE   202,098 0 0
UMPQUA HLDGS CORP COM 904214103 843 44,700 SH   SOLE   44,700 0 0
US ECOLOGY INC COM 91734M103 1,925 40,200 SH   SOLE   40,200 0 0
VONAGE HLDGS CORP COM 92886T201 286 14,082 SH   SOLE   14,082 0 0
ZYNGA INC CL A 98986T108 2,729 295,300 SH   SOLE   295,300 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 6,270 26,545 SH   SOLE   26,545 0 0