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 87,896 1,128,895 SH   SOLE   1,128,895 0 0
BLACK KNIGHT INC COM 09215C105 54,551 834,243 SH   SOLE   834,243 0 0
CITRIX SYS INC COM 177376100 28,906 297,482 SH   SOLE   297,482 0 0
GOLDEN FALCON ACQUISITION CO *W EXP 11/04/202 38102H117 32 342,550 SH   SOLE   342,550 0 0
LHC GROUP INC COM 50187A107 45,955 295,074 SH   SOLE   295,074 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 69,677 6,967,717 SH   SOLE   6,967,717 0 0
NATUS MED INC DEL COM 639050103 19,841 605,464 SH   SOLE   605,464 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 58,659 2,526,242 SH   SOLE   2,526,242 0 0
SANDERSON FARMS INC PUT 800013954 27 597 SH Put SOLE   597 0 0
SANDERSON FARMS INC COM 800013104 93,449 433,576 SH   SOLE   433,576 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 84,371 2,869,336 SH   SOLE   2,869,336 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 60,281 720,198 SH   SOLE   720,198 0 0
SOUTH JERSEY INDS INC COM 838518108 56,713 1,661,190 SH   SOLE   1,661,190 0 0
TENNECO INC CL A VTG COM STK 880349105 34,805 2,028,282 SH   SOLE   2,028,282 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 68,192 1,476,649 SH   SOLE   1,476,649 0 0
TWITTER INC COM 90184L102 18,086 483,720 SH   SOLE   483,720 0 0
VONAGE HLDGS CORP COM 92886T201 51,811 2,750,030 SH   SOLE   2,750,030 0 0
COHERENT INC COM 192479103 80,062 300,738 SH   SOLE   300,738 0 0