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
ACCELERON PHARMA INC COM 00434H108 60,975 354,300 SH   SOLE   354,300 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 111,210 2,553,633 SH   SOLE   2,553,633 0 0
AGNICO EAGLE MINES LTD COM 008474108 45,866 884,600 SH   SOLE   884,600 0 0
CIT GROUP INC COM NEW 125581801 11,703 225,278 SH   SOLE   225,278 0 0
CADENCE BANCORPORATION CL A 12739A100 14,515 660,986 SH   SOLE   660,986 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 786 133,258 SH   SOLE   133,258 0 0
CHANGE HEALTHCARE INC COM 15912K100 77,567 3,704,251 SH   SOLE   3,704,251 0 0
CIMAREX ENERGY CO COM 171798101 22,026 252,600 SH   SOLE   252,600 0 0
CLOUDERA INC COM 18914U100 38,396 2,404,300 SH   SOLE   2,404,300 0 0
COHERENT INC COM 192479103 156,589 626,133 SH   SOLE   626,133 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 24,086 1,266,400 SH   SOLE   1,266,400 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 7,231 126,300 SH   SOLE   126,300 0 0
COVANTA HLDG CORP COM 22282E102 66,122 3,286,400 SH   SOLE   3,286,400 0 0
DOMTAR CORP COM NEW 257559203 41,395 759,000 SH   SOLE   759,000 0 0
EXONE CO COM 302104104 29,613 1,266,618 SH   SOLE   1,266,618 0 0
FERRO CORP COM 315405100 46,281 2,275,400 SH   SOLE   2,275,400 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 47,560 936,600 SH   SOLE   936,600 0 0
FIVE9 INC COM 338307101 109,108 683,039 SH   SOLE   683,039 0 0
GOLDEN NUGGET ONLINE GAMIN COM CL A 38113L107 22,000 1,266,584 SH   SOLE   1,266,584 0 0
GREENSKY INC CL A 39572G100 11,325 1,013,000 SH   SOLE   1,013,000 0 0
HILL-ROM HLDGS INC COM 431475102 182,415 1,216,100 SH   SOLE   1,216,100 0 0
INOVALON HLDGS INC COM CL A 45781D101 45,786 1,136,430 SH   SOLE   1,136,430 0 0
INTERSECT ENT INC COM 46071F103 37,889 1,393,000 SH   SOLE   1,393,000 0 0
INVESTORS BANCORP INC NEW COM 46146L101 7,657 506,800 SH   SOLE   506,800 0 0
KADMON HLDGS INC COM 48283N106 49,830 5,721,123 SH   SOLE   5,721,123 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 205,014 757,519 SH   SOLE   757,519 0 0
KRATON CORP COM 50077C106 10,325 226,237 SH   SOLE   226,237 0 0
LYDALL INC COM 550819106 51,300 826,224 SH   SOLE   826,224 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 4,856 126,800 SH   SOLE   126,800 0 0
MAGELLAN HEALTH INC COM NEW 559079207 71,697 758,300 SH   SOLE   758,300 0 0
MEDALLIA INC COM 584021109 17,104 505,000 SH   SOLE   505,000 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 17,262 925,600 SH   SOLE   925,600 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 234,156 4,254,300 SH   SOLE   4,254,300 0 0
PNM RES INC COM 69349H107 12,498 252,600 SH   SOLE   252,600 0 0
PPD INC COM 69355F102 171,017 3,655,000 SH   SOLE   3,655,000 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 22,188 1,270,100 SH   SOLE   1,270,100 0 0
RAVEN INDS INC COM 754212108 12,391 215,100 SH   SOLE   215,100 0 0
RETAIL PPTYS AMER INC CL A 76131V202 9,878 766,981 SH   SOLE   766,981 0 0
SANDERSON FARMS INC COM 800013104 71,536 380,109 SH   SOLE   380,109 0 0
SCORE MEDIA & GAMING INC CL A SUB VTG SHS 80919D202 62,859 1,836,400 SH   SOLE   1,836,400 0 0
SOLITON INC COM 834251100 6,435 316,100 SH   SOLE   316,100 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 40,218 2,285,141 SH   SOLE   2,285,141 0 0
STAMPS COM INC COM NEW 852857200 45,774 138,800 SH   SOLE   138,800 0 0
STATE AUTO FINL CORP COM 855707105 28,975 568,700 SH   SOLE   568,700 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 20,018 1,140,000 SH   SOLE   1,140,000 0 0
VEONEER INC COM 92336X109 4,305 126,400 SH   SOLE   126,400 0 0
VEREIT INC COM 92339V308 34,847 770,440 SH   SOLE   770,440 0 0
VINE ENERGY INC CL A 92735P103 10,427 633,100 SH   SOLE   633,100 0 0
WELBILT INC COM 949090104 58,866 2,533,000 SH   SOLE   2,533,000 0 0
XILINX INC COM 983919101 183,313 1,214,080 SH   SOLE   1,214,080 0 0
ATOTECH LTD COM G0625A105 4,583 189,800 SH   SOLE   189,800 0 0
ATHENE HOLDING LTD CL A G0684D107 133,938 1,944,800 SH   SOLE   1,944,800 0 0
IHS MARKIT LTD SHS G47567105 205,695 1,763,807 SH   SOLE   1,763,807 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 62,078 267,049 SH   SOLE   267,049 0 0