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 157,501 2,118,661 SH   SOLE   2,118,661 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 15,567 1,028,900 SH   SOLE   1,028,900 0 0
ALLEGHANY CORP MD COM 017175100 209,266 249,314 SH   SOLE   249,314 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 34,959 365,800 SH   SOLE   365,800 0 0
AVALARA INC COM 05338G106 41,796 455,300 SH   SOLE   455,300 0 0
BLACK KNIGHT INC COM 09215C105 55,285 854,100 SH   SOLE   854,100 0 0
BLUEROCK RESIDENTIAL GWT REI COM CL A 09627J102 19,429 726,321 SH   SOLE   726,321 0 0
BTRS HOLDINGS INC COM CL 1 11778X104 5,266 568,700 SH   SOLE   568,700 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 1,343 127,258 SH   SOLE   127,258 0 0
CHANGE HEALTHCARE INC COM 15912K100 108,819 3,958,520 SH   SOLE   3,958,520 0 0
CHEMOCENTRYX INC COM 16383L106 23,505 455,000 SH   SOLE   455,000 0 0
CITRIX SYS INC COM 177376100 60,933 585,900 SH   SOLE   585,900 0 0
COVETRUS INC COM 22304C100 25,824 1,236,811 SH   SOLE   1,236,811 0 0
COWEN INC CL A NEW 223622606 26,487 685,500 SH   SOLE   685,500 0 0
DUKE REALTY CORP COM NEW 264411505 32,847 681,474 SH   SOLE   681,474 0 0
EVO PMTS INC CL A COM 26927E104 37,463 1,125,021 SH   SOLE   1,125,021 0 0
FIRST HORIZON CORPORATION COM 320517105 70,023 3,057,800 SH   SOLE   3,057,800 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 33,095 990,879 SH   SOLE   990,879 0 0
FORMA THERAPEUTICS HLDGS INC SHS 34633R104 22,752 1,140,500 SH   SOLE   1,140,500 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 50,625 743,397 SH   SOLE   743,397 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 3,225 238,201 SH   SOLE   238,201 0 0
IROBOT CORP COM 462726100 83,492 1,482,200 SH   SOLE   1,482,200 0 0
LHC GROUP INC COM 50187A107 163,164 996,970 SH   SOLE   996,970 0 0
LAKELAND BANCORP INC COM 511637100 7,250 452,900 SH   SOLE   452,900 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 12,244 1,177,400 SH   SOLE   1,177,400 0 0
1LIFE HEALTHCARE INC COM 68269G107 86,447 5,040,679 SH   SOLE   5,040,679 0 0
PING IDENTITY HLDG CORP COM 72341T103 19,236 685,300 SH   SOLE   685,300 0 0
ROGERS CORP COM 775133101 100,669 416,194 SH   SOLE   416,194 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 8,258 340,000 SH   SOLE   340,000 0 0
SIERRA WIRELESS INC COM 826516106 39,337 1,292,294 SH   SOLE   1,292,294 0 0
SIGNIFY HEALTH INC CL A COM 82671G100 49,409 1,695,000 SH   SOLE   1,695,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 22,214 340,766 SH   SOLE   340,766 0 0
SPIRIT AIRLS INC COM 848577102 22,126 1,175,700 SH   SOLE   1,175,700 0 0
STORE CAP CORP COM 862121100 21,382 682,500 SH   SOLE   682,500 0 0
SWITCH INC CL A 87105L104 88,692 2,632,600 SH   SOLE   2,632,600 0 0
TEGNA INC COM 87901J105 60,362 2,918,861 SH   SOLE   2,918,861 0 0
TELUS CORPORATION COM 87971M103 21,620 1,089,988 SH   SOLE   1,089,988 0 0
TENNECO INC CL A VTG COM STK 880349105 38,313 2,203,200 SH   SOLE   2,203,200 0 0
TURQUOISE HILL RES LTD COM 900435207 10,153 343,300 SH   SOLE   343,300 0 0
TWITTER INC COM 90184L102 50,117 1,143,180 SH   SOLE   1,143,180 0 0
UMPQUA HLDGS CORP COM 904214103 2,066 120,900 SH   SOLE   120,900 0 0
VMWARE INC CL A COM 928563402 128,369 1,205,800 SH   SOLE   1,205,800 0 0
YAMANA GOLD INC COM 98462Y100 12,836 2,833,641 SH   SOLE   2,833,641 0 0
ZENDESK INC COM 98936J101 74,243 975,600 SH   SOLE   975,600 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 92,999 615,200 SH   SOLE   615,200 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 44,776 1,615,300 SH   SOLE   1,615,300 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 44,644 12,978,100 SH   SOLE   12,978,100 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 64,978 1,478,800 SH   SOLE   1,478,800 0 0