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
AEROJET ROCKETDYNE HLDGS INC COM 007800105 4,527 103,948 SH   SOLE   103,948 0 0
COHERENT INC COM 192479103 80,872 323,373 SH   SOLE   323,373 0 0
CANADIAN PAC RY LTD CALL 13645T900 69 2,756 SH Call SOLE   2,756 0 0
FIVE9 INC COM 338307101 37,256 233,227 SH   SOLE   233,227 0 0
GOLDEN FALCON ACQUISITION CO *W EXP 11/04/202 38102H117 211 342,550 SH   SOLE   342,550 0 0
GOLDEN NUGGET ONLINE GAMIN COM CL A 38113L107 30,170 1,736,878 SH   SOLE   1,736,878 0 0
HILL-ROM HLDGS INC CALL 431475902 21 426 SH Call SOLE   426 0 0
IHS MARKIT LTD SHS G47567105 237,670 2,037,986 SH   SOLE   2,037,986 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 177,522 655,934 SH   SOLE   655,934 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 93,415 1,697,215 SH   SOLE   1,697,215 0 0
SANDERSON FARMS INC COM 800013104 51,922 275,886 SH   SOLE   275,886 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 33,837 1,165,500 SH   SOLE 1 1,165,500 0 0
XILINX INC COM 983919101 141,227 935,339 SH   SOLE   935,339 0 0
ACCELERON PHARMA INC CALL 00434H908 133 1,668 SH Call SOLE   1,668 0 0