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
AEROJET ROCKETDYNE HLDGS INC COM 007800105 22,983 491,500 SH   OTR   491,500 0 0
ARENA PHARMACEUTICALS INC COM 040047607 48,515 522,000 SH   OTR   522,000 0 0
COREPOINT LODGING INC COM 21872Ll04 5,087 324,000 SH   OTR   324,000 0 0
FERRO CORP COM 315405100 6,215 284,697 SH   OTR   284,697 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 189,785 3,430,681 SH   OTR   3,430,681 0 0
XILINX INC COM 983919101 560,565 2,643,800 SH   OTR   2,643,800 0 0