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
ADIENT PLC ORD SHS G0084W101 322,219 6,550,490 SH   SOLE   6,550,490 0 0
AXALTA COATING SYS LTD COM G0750C108 102,514 3,382,200 SH   SOLE   3,382,200 0 0
COMMSCOPE HLDG CO INC COM 20337X109 278,560 9,538,090 SH   SOLE   9,538,090 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 122,345 5,363,643 SH   SOLE   5,363,643 0 0
GENESEE & WYO INC CL A 371559105 75,463 927,974 SH   SOLE   927,974 0 0
INVESTORS BANCORP INC NEW COM 46146L101 369,741 28,908,628 SH   SOLE   28,908,628 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 99,474 607,400 SH   SOLE   607,400 0 0
MEDNAX INC COM 58502B106 179,781 4,153,916 SH   SOLE   4,153,916 0 0
ON SEMICONDUCTOR CORP COM 682189105 85,257 3,834,379 SH   SOLE   3,834,379 0 0
OPEN TEXT CORP COM 683715106 346,809 9,855,331 SH   SOLE   9,855,331 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 74,059 273,000 SH   SOLE   273,000 0 0
WESCO INTL INC COM 95082P105 190,377 3,334,100 SH   SOLE   3,334,100 0 0
XILINX INC COM 983919101 223,974 3,432,033 SH   SOLE   3,432,033 0 0