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
2U INC COM 90214J101 690 18,045 SH   SOLE   18,045 0 0
51JOB INC SPONSORED ADS 316827104 1,436 22,947 SH   SOLE   22,947 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 113,559 1,987,383 SH   SOLE   1,987,383 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 447 17,316 SH   SOLE   17,316 0 0
ACI WORLDWIDE INC COM 004498101 2,449 64,353 SH   SOLE   64,353 0 0
AECOM COM 00766T100 2,241 34,959 SH   SOLE   34,959 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,177 14,236 SH   SOLE   14,236 0 0
ALLAKOS INC COM 01671P100 1,636 14,253 SH   SOLE   14,253 0 0
AMC NETWORKS INC CL A 00164V103 3,813 71,728 SH   SOLE   71,728 0 0
AMERICAN WELL CORP CL A 03044L105 21,450 1,234,893 SH   SOLE   1,234,893 0 0
ANGI INC COM CL A NEW 00183L102 6,468 497,500 SH Call SOLE   497,500 0 0
APARTMENT INCOME REIT CORP COM 03750L109 1,770 41,399 SH   SOLE   41,399 0 0
APARTMENT INVT & MGMT CO CL A 03748R747 254 41,399 SH   SOLE   41,399 0 0
AXALTA COATING SYS LTD COM G0750C108 953 32,206 SH   SOLE   32,206 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 386 1 SH   SOLE   1 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 2,009 29,395 SH   SOLE   29,395 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 72,842 964,669 SH   SOLE   964,669 0 0
BLACKBERRY LTD COM 09228F103 1,714 203,355 SH   SOLE   203,355 0 0
BLACKBERRY LTD COM 09228F103 18,546 2,200,000 SH Call SOLE   2,200,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 2,318 23,837 SH   SOLE   23,837 0 0
BOINGO WIRELESS INC COM 09739C102 1,002 71,211 SH   SOLE   71,211 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 2,694 132,179 SH   SOLE   132,179 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 52,511 1,243,757 SH   SOLE   1,243,757 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 1,668 14,088 SH   SOLE   14,088 0 0
CIMAREX ENERGY CO COM 171798101 1,052 17,707 SH   SOLE   17,707 0 0
CLOUDERA INC COM 18914U100 2,236 183,766 SH   SOLE   183,766 0 0
CNX RES CORP COM 12653C108 1,043 70,926 SH   SOLE   70,926 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 3,345 464,612 SH   SOLE   464,612 0 0
CORELOGIC INC COM 21871D103 1,703 21,487 SH   SOLE   21,487 0 0
CUBIC CORP COM 229669106 1,994 26,741 SH   SOLE   26,741 0 0
CYRUSONE INC COM 23283R100 1,835 27,096 SH   SOLE   27,096 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,036 139,386 SH   SOLE   139,386 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,063 23,407 SH   SOLE   23,407 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,435 33,133 SH   SOLE   33,133 0 0
DISNEY WALT CO COM 254687106 1,994 10,808 SH   SOLE   10,808 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 947 9,813 SH   SOLE   9,813 0 0
DXC TECHNOLOGY CO COM 23355L106 1,082 34,619 SH   SOLE   34,619 0 0
E L F BEAUTY INC COM 26856L103 2,070 77,165 SH   SOLE   77,165 0 0
ENCOMPASS HEALTH CORP COM 29261A100 49,808 608,153 SH   SOLE   608,153 0 0
EOG RES INC COM 26875P101 3,268 45,058 SH   SOLE   45,058 0 0
EQT CORP COM 26884L109 980 52,721 SH   SOLE   52,721 0 0
EVERGY INC COM 30034W106 965 16,215 SH   SOLE   16,215 0 0
EVERTEC INC COM 30040P103 2,430 65,294 SH   SOLE   65,294 0 0
EVOLENT HEALTH INC CL A 30050B101 3,154 156,123 SH   SOLE   156,123 0 0
FIREEYE INC COM 31816Q101 3,251 166,137 SH   SOLE   166,137 0 0
FREEPORT-MCMORAN INC CL B 35671D857 943 28,631 SH   SOLE   28,631 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,674 39,450 SH   SOLE   39,450 0 0
GLOBAL PMTS INC COM 37940X102 896 4,444 SH   SOLE   4,444 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,790 29,901 SH   SOLE   29,901 0 0
GROUPON INC COM NEW 399473206 3,612 71,468 SH   SOLE   71,468 0 0
HEXCEL CORP NEW COM 428291108 2,688 47,992 SH   SOLE   47,992 0 0
HILTON GRAND VACATIONS INC COM 43283X105 3,074 81,983 SH   SOLE   81,983 0 0
HMS HLDGS CORP COM 40425J101 1,918 51,872 SH   SOLE   51,872 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 896 9,734 SH   SOLE   9,734 0 0
IAC INTERACTIVECORP NEW COM 44891N109 62,227 287,677 SH   SOLE   287,677 0 0
INCYTE CORP COM 45337C102 1,680 20,673 SH   SOLE   20,673 0 0
INSMED INC COM PAR $.01 457669307 749 21,995 SH   SOLE   21,995 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 57,212 3,564,618 SH   SOLE   3,564,618 0 0
INTERSECT ENT INC COM 46071F103 2,281 109,240 SH   SOLE   109,240 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 1,686 53,267 SH   SOLE   53,267 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 980 87,677 SH   SOLE   87,677 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 2,496 80,142 SH   SOLE   80,142 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,372 12,775 SH   SOLE   12,775 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,691 98,660 SH   SOLE   98,660 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,531 79,579 SH   SOLE   79,579 0 0
MEDNAX INC COM 58502B106 1,836 72,104 SH   SOLE   72,104 0 0
MIRATI THERAPEUTICS INC COM 60468T105 1,904 11,117 SH   SOLE   11,117 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 1,775 34,701 SH   SOLE   34,701 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 865 48,913 SH   SOLE   48,913 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,673 37,998 SH   SOLE   37,998 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,537 26,091 SH   SOLE   26,091 0 0
NUTANIX INC CL A 67059N108 2,145 80,770 SH   SOLE   80,770 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,183 76,491 SH   SOLE   76,491 0 0
OPKO HEALTH INC COM 68375N103 690 160,741 SH   SOLE   160,741 0 0
OTIS WORLDWIDE CORP COM 68902V107 43,543 636,135 SH   SOLE   636,135 0 0
PERSPECTA INC COM 715347100 2,105 72,471 SH   SOLE   72,471 0 0
PLURALSIGHT INC COM CL A 72941B106 2,001 89,559 SH   SOLE   89,559 0 0
PROSIGHT GLOBAL INC COM 74349J103 1,573 124,838 SH   SOLE   124,838 0 0
QIAGEN NV SHS NEW N72482123 2,378 48,849 SH   SOLE   48,849 0 0
REXNORD CORP COM 76169B102 1,015 21,552 SH   SOLE   21,552 0 0
ROLLINS INC COM 775711104 2,412 70,065 SH   SOLE   70,065 0 0
SAGE THERAPEUTICS INC COM 78667J108 795 10,621 SH   SOLE   10,621 0 0
SALESFORCE COM INC COM 79466L302 27,119 128,000 SH   SOLE   128,000 0 0
SANDERSON FARMS INC COM 800013104 2,760 17,719 SH   SOLE   17,719 0 0
SAREPTA THERAPEUTICS INC COM 803607100 729 9,775 SH   SOLE   9,775 0 0
SEAGEN INC COM 81181C104 1,234 8,888 SH   SOLE   8,888 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G8252P113 389 70,946 SH   SOLE   70,946 0 0
SORRENTO THERAPEUTICS INC COM NEW 83587F202 2,185 264,201 SH   SOLE   264,201 0 0
SURFACE ONCOLOGY INC COM 86877M209 2,098 268,960 SH   SOLE   268,960 0 0
SYNEOS HEALTH INC CL A 87166B102 2,802 36,947 SH   SOLE   36,947 0 0
TEGNA INC COM 87901J105 956 50,789 SH   SOLE   50,789 0 0
TENNECO INC CL A VTG COM STK 880349105 1,749 163,167 SH   SOLE   163,167 0 0
TRIBUNE PUBG CO NEW COM 89609W107 1,021 56,768 SH   SOLE   56,768 0 0
TRIUMPH GROUP INC NEW COM 896818101 3,186 173,350 SH   SOLE   173,350 0 0
TUTOR PERINI CORP COM 901109108 985 51,979 SH   SOLE   51,979 0 0
UNIQURE NV SHS N90064101 1,956 58,044 SH   SOLE   58,044 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 31,880 239,000 SH Call SOLE   239,000 0 0
VIACOMCBS INC CL B 92556H206 2,784 61,726 SH   SOLE   61,726 0 0
VONTIER CORPORATION COM 928881101 79,446 2,624,587 SH   SOLE   2,624,587 0 0
VOYA FINANCIAL INC COM 929089100 1,815 28,513 SH   SOLE   28,513 0 0
WESCO INTL INC COM 95082P105 2,014 23,280 SH   SOLE   23,280 0 0
ZYNGA INC CL A 98986T108 1,990 194,905 SH   SOLE   194,905 0 0