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 109,587 2,269,321 SH   SOLE   2,269,321 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 223,980 1,219,200 SH   SOLE   1,219,200 0 0
AT HOME GROUP INC COM 04650Y100 18,577 504,300 SH   SOLE   504,300 0 0
ATHENE HOLDING LTD CL A G0684D107 114,314 1,693,500 SH   SOLE   1,693,500 0 0
CABOT OIL & GAS CORP COM 127097103 13,188 755,300 SH   SOLE   755,300 0 0
CADENCE BANCORPORATION CL A 12739A100 13,215 632,925 SH   SOLE   632,925 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 720 133,258 SH   SOLE   133,258 0 0
CHANGE HEALTHCARE INC COM 15912K100 84,992 3,688,951 SH   SOLE   3,688,951 0 0
CIT GROUP INC COM NEW 125581801 11,571 224,278 SH   SOLE   224,278 0 0
CLOUDERA INC COM 18914U100 33,986 2,142,900 SH   SOLE   2,142,900 0 0
COHERENT INC COM 192479103 148,084 560,211 SH   SOLE   560,211 0 0
CONSTELLATION PHARMCETICLS I COM 210373106 34,056 1,007,600 SH   SOLE   1,007,600 0 0
CORE-MARK HLDG CO INC COM 218681104 36,517 811,300 SH   SOLE   811,300 0 0
DOMTAR CORP COM NEW 257559203 20,770 377,900 SH   SOLE   377,900 0 0
DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105 21,532 3,147,925 SH   SOLE   3,147,925 0 0
FERRO CORP COM 315405100 38,033 1,763,300 SH   SOLE   1,763,300 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 28,805 681,400 SH   SOLE   681,400 0 0
FLY LEASING LTD SPONSORED ADR 34407D109 12,828 757,300 SH   SOLE   757,300 0 0
GRACE W R & CO DEL NEW COM 38388F108 78,543 1,136,300 SH   SOLE   1,136,300 0 0
IHS MARKIT LTD SHS G47567105 177,340 1,574,107 SH   SOLE   1,574,107 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 7,244 377,741 SH   SOLE   377,741 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 125,277 442,100 SH   SOLE   442,100 0 0
KNOLL INC COM NEW 498904200 61,561 2,368,636 SH   SOLE   2,368,636 0 0
LUMINEX CORP DEL COM 55027E102 45,801 1,244,600 SH   SOLE   1,244,600 0 0
LYDALL INC COM 550819106 30,478 503,600 SH   SOLE   503,600 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 21,255 253,120 SH   SOLE   253,120 0 0
MAGELLAN HEALTH INC COM NEW 559079207 67,925 721,085 SH   SOLE   721,085 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 15,145 634,700 SH   SOLE   634,700 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 258,470 2,453,201 SH   SOLE   2,453,201 0 0
NAVISTAR INTL CORP NEW COM 63934E108 89,066 2,001,443 SH   SOLE   2,001,443 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 207,720 3,815,600 SH   SOLE   3,815,600 0 0
ORBCOMM INC COM 68555P100 10,527 936,447 SH   SOLE   936,447 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 21,673 1,264,400 SH   SOLE   1,264,400 0 0
PNM RES INC COM 69349H107 7,045 144,482 SH   SOLE   144,482 0 0
PPD INC COM 69355F102 162,287 3,521,100 SH   SOLE   3,521,100 0 0
PRA HEALTH SCIENCES INC COM 69354M108 247,856 1,500,254 SH   SOLE   1,500,254 0 0
PROOFPOINT INC COM 743424103 105,236 605,634 SH   SOLE   605,634 0 0
QTS RLTY TR INC COM CL A 74736A103 38,960 504,000 SH   SOLE   504,000 0 0
RAVEN INDS INC COM 754212108 10,921 188,800 SH   SOLE   188,800 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 200,901 4,535,041 SH   SOLE   4,535,041 0 0
SOGOU INC ADR REPSTG A 83409V104 3,281 384,818 SH   SOLE   384,818 0 0
SOLITON INC COM 834251100 2,265 100,800 SH   SOLE   100,800 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 40,412 2,274,241 SH   SOLE   2,274,241 0 0
TALEND S A ADS 874224207 66,262 1,010,100 SH   SOLE   1,010,100 0 0
U S CONCRETE INC COM 90333L201 21,639 293,224 SH   SOLE   293,224 0 0
VEREIT INC COM 92339V308 35,248 767,440 SH   SOLE   767,440 0 0
WATFORD HLDGS LTD SHS G94787101 23,592 674,266 SH   SOLE   674,266 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 26,550 827,816 SH   SOLE   827,816 0 0
WELBILT INC COM 949090104 46,819 2,022,500 SH   SOLE   2,022,500 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 238,891 1,038,569 SH   SOLE   1,038,569 0 0
XILINX INC COM 983919101 183,592 1,269,300 SH   SOLE   1,269,300 0 0