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
ACTIVISION BLIZZARD INC COM 00507V109 143,812 1,847,061 SH   SOLE   1,847,061 0 0
ALLEGHANY CORP MD COM 017175100 193,875 232,715 SH   SOLE   232,715 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 45,696 708,800 SH   SOLE   708,800 0 0
ASPEN TECHNOLOGY INC COM 29109X106 9,516 51,810 SH   SOLE   51,810 0 0
ATOTECH LTD COM G0625A105 10,771 556,635 SH   SOLE   556,635 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 77,780 533,800 SH   SOLE   533,800 0 0
BLACK KNIGHT INC COM 09215C105 46,231 707,000 SH   SOLE   707,000 0 0
BLUEROCK RESIDENTIAL GWT REI COM CL A 09627J102 21,900 833,021 SH   SOLE   833,021 0 0
CDK GLOBAL INC COM 12508E101 83,624 1,526,830 SH   SOLE   1,526,830 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 1,770 127,258 SH   SOLE   127,258 0 0
CHANGE HEALTHCARE INC COM 15912K100 54,254 2,352,720 SH   SOLE   2,352,720 0 0
CITRIX SYS INC COM 177376100 56,932 585,900 SH   SOLE   585,900 0 0
CMC MATERIALS INC COM 12571T100 118,395 678,521 SH   SOLE   678,521 0 0
COHERENT INC COM 192479103 118,648 445,678 SH   SOLE   445,678 0 0
CONTINENTAL RES INC COM 212015101 15,455 236,500 SH   SOLE   236,500 0 0
COVETRUS INC COM 22304C100 26,210 1,263,111 SH   SOLE   1,263,111 0 0
DUKE REALTY CORP COM NEW 264411505 9,682 176,200 SH   SOLE   176,200 0 0
FIRST HORIZON CORPORATION COM 320517105 65,499 2,996,300 SH   SOLE   2,996,300 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 35,832 1,010,779 SH   SOLE   1,010,779 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 30,049 960,652 SH   SOLE   960,652 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 62,748 2,248,233 SH   SOLE   2,248,233 0 0
LHC GROUP INC COM 50187A107 128,922 827,800 SH   SOLE   827,800 0 0
MANDIANT INC COM 562662106 106,183 4,866,326 SH   SOLE   4,866,326 0 0
MANTECH INTERNATIONAL CORP CL A 564563104 45,262 474,200 SH   SOLE   474,200 0 0
MERITOR INC COM 59001K100 21,707 597,500 SH   SOLE   597,500 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 12,013 1,201,300 SH   SOLE   1,201,300 0 0
NATUS MED INC DEL COM 639050103 17,417 531,500 SH   SOLE   531,500 0 0
NEOPHOTONICS CORP COM 64051T100 36,873 2,344,094 SH   SOLE   2,344,094 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 17,877 769,900 SH   SOLE   769,900 0 0
NOMAD ROYALTY COMPANY LTD COM NEW 65532M606 7,749 1,101,337 SH   SOLE   1,101,337 0 0
PLANTRONICS INC NEW COM 727493108 30,716 774,100 SH   SOLE   774,100 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 28,746 153,600 SH   SOLE   153,600 0 0
RADIUS HEALTH INC COM NEW 750469207 12,261 1,182,400 SH   SOLE   1,182,400 0 0
ROGERS CORP COM 775133101 119,560 456,181 SH   SOLE   456,181 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 62,730 1,000,800 SH   SOLE   1,000,800 0 0
SANDERSON FARMS INC COM 800013104 92,713 430,164 SH   SOLE   430,164 0 0
SIERRA ONCOLOGY INC COM NEW 82640U404 25,966 472,200 SH   SOLE   472,200 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 26,118 312,041 SH   SOLE   312,041 0 0
SPIRIT AIRLS INC COM 848577102 28,622 1,200,600 SH   SOLE   1,200,600 0 0
SWITCH INC CL A 87105L104 91,150 2,720,900 SH   SOLE   2,720,900 0 0
TEGNA INC COM 87901J105 62,469 2,978,961 SH   SOLE   2,978,961 0 0
TENNECO INC CL A VTG COM STK 880349105 35,775 2,084,800 SH   SOLE   2,084,800 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 57,656 1,248,500 SH   SOLE   1,248,500 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 77,387 1,028,400 SH   SOLE   1,028,400 0 0
TWITTER INC COM 90184L102 30,174 807,000 SH   SOLE   807,000 0 0
UMPQUA HLDGS CORP COM 904214103 2,063 123,000 SH   SOLE   123,000 0 0
VMWARE INC CL A COM 928563402 93,475 820,100 SH   SOLE   820,100 0 0
VONAGE HLDGS CORP COM 92886T201 54,068 2,869,844 SH   SOLE   2,869,844 0 0
WELBILT INC COM 949090104 61,133 2,567,527 SH   SOLE   2,567,527 0 0
YAMANA GOLD INC COM 98462Y100 6,811 1,464,784 SH   SOLE   1,464,784 0 0
ZENDESK INC COM 98936J101 38,968 526,100 SH   SOLE   526,100 0 0