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 121,860 2,606,048 SH   SOLE   2,606,048 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 74,929 806,200 SH   SOLE   806,200 0 0
ASPEN TECHNOLOGY INC COM 045327103 29,556 194,191 SH   SOLE   194,191 0 0
ATHENE HOLDING LTD CL A G0684D107 165,409 1,984,996 SH   SOLE   1,984,996 0 0
ATOTECH LTD COM G0625A105 9,952 389,895 SH   SOLE   389,895 0 0
BLUEROCK RESIDENTIAL GWT REI COM CL A 09627J102 18,917 716,800 SH   SOLE   716,800 0 0
BOTTOMLINE TECH DEL INC COM 101388106 26,842 475,339 SH   SOLE   475,339 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 990 131,358 SH   SOLE   131,358 0 0
CERNER CORP COM 156782104 185,871 2,001,400 SH   SOLE   2,001,400 0 0
CHANGE HEALTHCARE INC COM 15912K100 77,720 3,635,088 SH   SOLE   3,635,088 0 0
CIT GROUP INC COM NEW 125581801 11,709 228,078 SH   SOLE   228,078 0 0
CMC MATERIALS INC COM 12571T100 59,310 309,400 SH   SOLE   309,400 0 0
COHERENT INC COM 192479103 157,786 591,978 SH   SOLE   591,978 0 0
CORVUS GOLD INC COM 221013105 14,839 4,595,900 SH   SOLE   4,595,900 0 0
CYRUSONE INC COM 23283R100 89,327 995,612 SH   SOLE   995,612 0 0
FERRO CORP COM 315405100 50,977 2,335,200 SH   SOLE   2,335,200 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 48,451 1,010,679 SH   SOLE   1,010,679 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 17,646 557,304 SH   SOLE   557,304 0 0
GOLDEN NUGGET ONLINE GAMIN COM CL A 38113L107 13,004 1,306,884 SH   SOLE   1,306,884 0 0
GOLDEN STAR RES LTD CDA COM 38119T807 18,307 4,780,068 SH   SOLE   4,780,068 0 0
GREENSKY INC CL A 39572G100 13,288 1,169,700 SH   SOLE   1,169,700 0 0
IHS MARKIT LTD SHS G47567105 249,347 1,875,907 SH   SOLE   1,875,907 0 0
INTERSECT ENT INC COM 46071F103 38,635 1,414,600 SH   SOLE   1,414,600 0 0
INVESTORS BANCORP INC NEW COM 46146L101 7,870 519,500 SH   SOLE   519,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 378 1,700 SH   SOLE   1,700 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 98,446 2,346,730 SH   SOLE   2,346,730 0 0
KRATON CORP COM 50077C106 14,241 307,459 SH   SOLE   307,459 0 0
MAGELLAN HEALTH INC COM NEW 559079207 73,192 770,500 SH   SOLE   770,500 0 0
MCAFEE CORP COM CL A 579063108 13,044 505,800 SH   SOLE   505,800 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 5,284 129,400 SH   SOLE   129,400 0 0
MIMECAST LTD ORD SHS G14838109 14,792 185,900 SH   SOLE   185,900 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 18,326 866,500 SH   SOLE   866,500 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 19,926 948,500 SH   SOLE   948,500 0 0
NEOPHOTONICS CORP COM 64051T100 32,698 2,127,407 SH   SOLE   2,127,407 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 238,718 4,315,200 SH   SOLE   4,315,200 0 0
ORTHO CLINICAL DIAGNOSTICS H ORD SHS G6829J107 15,675 732,800 SH   SOLE   732,800 0 0
PAE INC COM CL A 69290Y109 20,611 2,075,800 SH   SOLE   2,075,800 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 23,222 1,303,100 SH   SOLE   1,303,100 0 0
ROGERS CORP COM 775133101 95,242 348,869 SH   SOLE   348,869 0 0
SANDERSON FARMS INC COM 800013104 101,866 533,109 SH   SOLE   533,109 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 15,504 1,313,943 SH   SOLE   1,313,943 0 0
SPX FLOW INC COM 78469X107 16,111 186,300 SH   SOLE   186,300 0 0
STATE AUTO FINL CORP COM 855707105 30,098 582,300 SH   SOLE   582,300 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 15,371 907,900 SH   SOLE   907,900 0 0
UMPQUA HLDGS CORP COM 904214103 2,493 129,600 SH   SOLE   129,600 0 0
VERSO CORP CL A 92531L207 6,692 247,700 SH   SOLE   247,700 0 0
VONAGE HLDGS CORP COM 92886T201 26,313 1,265,600 SH   SOLE   1,265,600 0 0
WELBILT INC COM 949090104 61,106 2,570,700 SH   SOLE   2,570,700 0 0
XILINX INC COM 983919101 209,752 989,252 SH   SOLE   989,252 0 0