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 64,582 1,375,270 SH   SOLE   1,375,270 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 159,898 1,045,700 SH   SOLE   1,045,700 0 0
APHRIA INC COM 03765K104 75,556 4,113,000 SH   SOLE   4,113,000 0 0
ATHENE HOLDING LTD CL A G0684D107 22,142 439,300 SH   SOLE   439,300 0 0
CANTEL MED CORP COM 138098108 46,144 577,967 SH   SOLE   577,967 0 0
CARDTRONICS PLC SHS CL A G1991C105 53,272 1,373,010 SH   SOLE   1,373,010 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 530 133,258 SH   SOLE   133,258 0 0
CHANGE HEALTHCARE INC COM 15912K100 78,043 3,531,451 SH   SOLE   3,531,451 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 64,421 544,039 SH   SOLE   544,039 0 0
CIT GROUP INC COM NEW 125581801 11,810 229,278 SH   SOLE   229,278 0 0
COHERENT INC COM 192479103 163,531 646,648 SH   SOLE   646,648 0 0
COOPER TIRE & RUBR CO COM 216831107 27,274 487,217 SH   SOLE   487,217 0 0
CORELOGIC INC COM 21871D103 64,731 816,820 SH   SOLE   816,820 0 0
CUBIC CORP COM 229669106 46,786 627,400 SH   SOLE   627,400 0 0
DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105 37,010 3,555,357 SH   SOLE   3,555,357 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 12,412 628,500 SH   SOLE   628,500 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 75,630 2,007,700 SH   SOLE   2,007,700 0 0
FLIR SYS INC COM 302445101 135,952 2,407,507 SH   SOLE   2,407,507 0 0
FLY LEASING LTD SPONSORED ADR 34407D109 12,650 750,700 SH   SOLE   750,700 0 0
GENMARK DIAGNOSTICS INC COM 372309104 14,996 627,500 SH   SOLE   627,500 0 0
GLU MOBILE INC COM 379890106 21,919 1,756,300 SH   SOLE   1,756,300 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 170,810 787,500 SH   SOLE   787,500 0 0
HMS HLDGS CORP COM 40425J101 53,125 1,436,785 SH   SOLE   1,436,785 0 0
IHS MARKIT LTD SHS G47567105 122,244 1,263,107 SH   SOLE   1,263,107 0 0
INPHI CORP COM 45772F107 223,878 1,254,856 SH   SOLE   1,254,856 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 33,024 125,128 SH   SOLE   125,128 0 0
LUMENTUM HLDGS INC COM 55024U109 28,435 311,258 SH   SOLE   311,258 0 0
MAGELLAN HEALTH INC COM NEW 559079207 64,081 687,285 SH   SOLE   687,285 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 12,525 503,000 SH   SOLE   503,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 222,376 2,433,801 SH   SOLE   2,433,801 0 0
MICHAELS COS INC COM 59408Q106 27,568 1,256,480 SH   SOLE   1,256,480 0 0
MTS SYS CORP COM 553777103 17,888 307,360 SH   SOLE   307,360 0 0
NAVISTAR INTL CORP NEW COM 63934E108 71,677 1,627,878 SH   SOLE   1,627,878 0 0
NIC INC COM 62914B100 14,390 424,072 SH   SOLE   424,072 0 0
OMNICELL COM COM 68213N109 9,395 72,339 SH   SOLE   72,339 0 0
PANDION THERAPEUTICS INC COM 698340106 31,340 521,900 SH   SOLE   521,900 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 15,737 879,200 SH   SOLE   879,200 0 0
PERSPECTA INC COM 715347100 39,842 1,371,470 SH   SOLE   1,371,470 0 0
PLURALSIGHT INC COM CL A 72941B106 26,365 1,180,270 SH   SOLE   1,180,270 0 0
PRA HEALTH SCIENCES INC COM 69354M108 193,933 1,264,820 SH   SOLE   1,264,820 0 0
REALPAGE INC COM 75606N109 85,686 982,645 SH   SOLE   982,645 0 0
SEACOR HOLDINGS INC COM 811904101 13,398 328,808 SH   SOLE   328,808 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 208,828 5,139,741 SH   SOLE   5,139,741 0 0
SOGOU INC ADR REPSTG A 83409V104 2,880 381,318 SH   SOLE   381,318 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 34,611 2,007,541 SH   SOLE   2,007,541 0 0
TALEND S A ADS 874224207 19,995 314,200 SH   SOLE   314,200 0 0
TCF FINL CORP COM 872307103 48,634 1,046,795 SH   SOLE   1,046,795 0 0
VARIAN MED SYS INC COM 92220P105 252,339 1,429,436 SH   SOLE   1,429,436 0 0
WADDELL & REED FINL INC CL A 930059100 49,348 1,970,010 SH   SOLE   1,970,010 0 0
WATFORD HLDGS LTD SHS G94787101 23,337 674,266 SH   SOLE   674,266 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 242,446 1,059,269 SH   SOLE   1,059,269 0 0
XILINX INC COM 983919101 138,881 1,120,900 SH   SOLE   1,120,900 0 0