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
TYLER TECHNOLOGIES INC COM 902252105 1,656 3,900 SH   DFND   3,900 0 0
COHERENT INC COM 192479103 1,896 7,500 SH   DFND   7,500 0 0
CUBIC CORP COM 229669106 647 8,676 SH   DFND   8,676 0 0
LUMENTUM HLDGS INC COM 55024U109 968 10,600 SH   DFND   10,600 0 0
II-VI INC COM 902104108 957 14,000 SH   DFND   14,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,906 14,800 SH   DFND   14,800 0 0
INPHI CORP COM 45772F107 5,576 31,256 SH   DFND   31,256 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 636 36,778 SH   DFND   36,778 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 8,446 36,900 SH   DFND   36,900 0 0
REALPAGE INC COM 75606N109 9,923 113,800 SH   DFND   113,800 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 968 56,600 SH   DFND   56,600 0 0
TALEND S A ADS 874224207 3,787 59,500 SH   DFND   59,500 0 0
DISCOVERY INC COM SER C 25470F302 2,209 59,892 SH   DFND   59,892 0 0
CORELOGIC INC COM 21871D103 4,816 60,770 SH   DFND   60,770 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 10,597 69,300 SH   DFND   69,300 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 760 71,000 SH   DFND   71,000 0 0
PLURALSIGHT INC COM CL A 72941B106 2,093 93,700 SH   DFND   93,700 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 1,928 97,600 SH   DFND   97,600 0 0
VARIAN MED SYS INC COM 92220P105 22,658 128,350 SH   DFND   128,350 0 0
BOINGO WIRELESS INC COM 09739C102 1,913 136,000 SH   DFND   136,000 0 0
PERSPECTA INC COM 715347100 5,790 199,300 SH   DFND   199,300 0 0
NIC INC COM 62914B100 17,457 514,500 SH   DFND   514,500 0 0
CINCINNATI BELL INC NEW COM NEW 171871502 3,968 258,500 SH   DFND   258,500 0 0
PNM RES INC COM 69349H107 13,042 265,900 SH   DFND   265,900 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 15,546 268,677 SH   DFND   268,677 0 0
IHS MARKIT LTD SHS G47567105 32,983 340,800 SH   DFND   340,800 0 0
GASLOG LTD SHS G37585109 2,000 346,616 SH   DFND   346,616 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 18,710 460,500 SH   DFND   460,500 0 0
GLU MOBILE INC COM 379890106 13,505 1,082,100 SH   DFND   1,082,100 0 0
ALASKA COMMUNICATIONS SYS GR COM 01167P101 3,784 1,164,397 SH   DFND   1,164,397 0 0
ATHENE HOLDING LTD CL A G0684D107 4,788 95,000 SH   DFND   4,788 0 0