The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 68,373 | 58,800 | SH | SOLE | 58,800 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 20,746 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 78,850 | 3,800,000 | SH | SOLE | 3,800,000 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 3,077 | 246,166 | SH | SOLE | 246,166 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 31,107 | 808,606 | SH | SOLE | 808,606 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 676,153 | 19,828,525 | SH | SOLE | 19,828,525 | 0 | 0 | ||
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 91,026 | 5,113,804 | SH | SOLE | 5,113,804 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 351,194 | 9,865,008 | SH | SOLE | 9,865,008 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 250,452 | 4,091,684 | SH | SOLE | 4,091,684 | 0 | 0 | ||
| SL GREEN RLTY CORP | COM | 78440X101 | 17,203 | 399,146 | SH | SOLE | 399,146 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 30,281 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 24,304 | 671,188 | SH | SOLE | 671,188 | 0 | 0 | ||