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

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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
AGCO CORP COM 001084102 119,351 1,771,048 SH   SOLE   1,771,048 0 0
ADIENT PLC ORD SHS G0084W101 223,364 3,416,390 SH   SOLE   3,416,390 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 118,792 9,309,695 SH   SOLE   9,309,695 0 0
AVNET INC COM 053807103 51,922 1,335,450 SH   SOLE   1,335,450 0 0
AXALTA COATING SYS LTD COM G0750C108 89,926 2,806,692 SH   SOLE   2,806,692 0 0
BWX TECHNOLOGIES INC COM 05605H100 97,150 1,992,829 SH   SOLE   1,992,829 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 18,777 1,332,167 SH   SOLE   1,332,167 0 0
COMMSCOPE HLDG CO INC COM 20337X109 66,553 1,750,000 SH   SOLE   1,750,000 0 0
F5 NETWORKS INC COM 315616102 128,256 1,009,416 SH   SOLE   1,009,416 0 0
INC RESH HLDGS INC CL A 45329R109 115,638 1,976,722 SH   SOLE   1,976,722 0 0
INVESTORS BANCORP INC NEW COM 46146L101 395,221 29,582,428 SH   SOLE   29,582,428 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 100,406 712,500 SH   SOLE   712,500 0 0
LAZARD LTD SHS A G54050102 67,124 1,448,815 SH   SOLE   1,448,815 0 0
MEDNAX INC COM 58502B106 92,733 1,536,079 SH   SOLE   1,536,079 0 0
OPEN TEXT CORP COM 683715106 220,442 6,989,270 SH   SOLE   6,989,270 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 113,443 11,078,412 SH   SOLE   11,078,412 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 56,509 233,700 SH   SOLE   233,700 0 0
WEBMD HEALTH CORP COM 94770V102 197,142 3,361,336 SH   SOLE   3,361,336 0 0
XILINX INC COM 983919101 322,442 5,013,093 SH   SOLE   5,013,093 0 0