<SEC-DOCUMENT>0001396835-21-000006.txt : 20210811 <SEC-HEADER>0001396835-21-000006.hdr.sgml : 20210811 <ACCEPTANCE-DATETIME>20210811095521 ACCESSION NUMBER: 0001396835-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210811 DATE AS OF CHANGE: 20210811 EFFECTIVENESS DATE: 20210811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ALPINE ASSOCIATES MANAGEMENT INC. CENTRAL INDEX KEY: 0001396835 IRS NUMBER: 222548436 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12478 FILM NUMBER: 211162266 BUSINESS ADDRESS: STREET 1: 574 SYLVAN AVENUE STREET 2: SUITE 100 CITY: ENGLEWOOD CLIFFS STATE: NJ ZIP: 07632 BUSINESS PHONE: 201-871-0866 MAIL ADDRESS: STREET 1: 574 SYLVAN AVENUE STREET 2: SUITE 100 CITY: ENGLEWOOD CLIFFS STATE: NJ ZIP: 07632 FORMER COMPANY: FORMER CONFORMED NAME: ECKERT CORP DATE OF NAME CHANGE: 20070418 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:com="http://www.sec.gov/edgar/common"> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>false</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0001396835</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>06-30-2021</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>06-30-2021</reportCalendarOrQuarter> <filingManager> <name>ALPINE ASSOCIATES MANAGEMENT INC.</name> <address> <com:street1>574 SYLVAN AVENUE</com:street1> <com:street2>SUITE 100</com:street2> <com:city>ENGLEWOOD CLIFFS</com:city> <com:stateOrCountry>NJ</com:stateOrCountry> <com:zipCode>07632</com:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-12478</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Todd Mason</name> <title>Chief Operating Officer</title> <phone>201-871-0866</phone> <signature>Todd Mason</signature> <city>Englewood Cliffs</city> <stateOrCountry>NJ</stateOrCountry> 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<ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>MADISON SQUARE GRDN ENTERTNM</ns1:nameOfIssuer> <ns1:titleOfClass>CL A</ns1:titleOfClass> <ns1:cusip>55826T102</ns1:cusip> <ns1:value>21255</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>253120</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>253120</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>MAGELLAN HEALTH INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM NEW</ns1:titleOfClass> <ns1:cusip>559079207</ns1:cusip> <ns1:value>67925</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>721085</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>721085</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>MAGNACHIP SEMICONDUCTOR CORP</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>55933J203</ns1:cusip> <ns1:value>15145</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>634700</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>634700</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>MAXIM INTEGRATED PRODS INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>57772K101</ns1:cusip> <ns1:value>258470</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2453201</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>2453201</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>NAVISTAR INTL CORP NEW</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>63934E108</ns1:cusip> <ns1:value>89066</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2001443</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>2001443</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>NUANCE COMMUNICATIONS INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>67020Y100</ns1:cusip> <ns1:value>207720</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>3815600</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>3815600</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>ORBCOMM INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>68555P100</ns1:cusip> <ns1:value>10527</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>936447</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>936447</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PEOPLES UNITED FINANCIAL INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>712704105</ns1:cusip> <ns1:value>21673</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1264400</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>1264400</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PNM RES INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>69349H107</ns1:cusip> <ns1:value>7045</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>144482</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>144482</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PPD INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>69355F102</ns1:cusip> <ns1:value>162287</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>3521100</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>3521100</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PRA HEALTH SCIENCES INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>69354M108</ns1:cusip> <ns1:value>247856</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1500254</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>1500254</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PROOFPOINT INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>743424103</ns1:cusip> <ns1:value>105236</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>605634</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>605634</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>QTS RLTY TR INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM CL A</ns1:titleOfClass> <ns1:cusip>74736A103</ns1:cusip> <ns1:value>38960</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>504000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>504000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>RAVEN INDS INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>754212108</ns1:cusip> <ns1:value>10921</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>188800</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>188800</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>SLACK TECHNOLOGIES INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM CL A</ns1:titleOfClass> <ns1:cusip>83088V102</ns1:cusip> <ns1:value>200901</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>4535041</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>4535041</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>SOGOU INC</ns1:nameOfIssuer> <ns1:titleOfClass>ADR REPSTG A</ns1:titleOfClass> <ns1:cusip>83409V104</ns1:cusip> <ns1:value>3281</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>384818</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>384818</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>SOLITON INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>834251100</ns1:cusip> <ns1:value>2265</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>100800</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>100800</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>SPORTSMANS WHSE HLDGS INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>84920Y106</ns1:cusip> <ns1:value>40412</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2274241</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>2274241</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>TALEND S A</ns1:nameOfIssuer> <ns1:titleOfClass>ADS</ns1:titleOfClass> <ns1:cusip>874224207</ns1:cusip> <ns1:value>66262</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1010100</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>1010100</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>U S CONCRETE INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>90333L201</ns1:cusip> <ns1:value>21639</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>293224</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>293224</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>VEREIT INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>92339V308</ns1:cusip> <ns1:value>35248</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>767440</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>767440</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>WATFORD HLDGS LTD</ns1:nameOfIssuer> <ns1:titleOfClass>SHS</ns1:titleOfClass> <ns1:cusip>G94787101</ns1:cusip> <ns1:value>23592</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>674266</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>674266</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>WEINGARTEN RLTY INVS</ns1:nameOfIssuer> <ns1:titleOfClass>SH BEN INT</ns1:titleOfClass> <ns1:cusip>948741103</ns1:cusip> <ns1:value>26550</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>827816</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>827816</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>WELBILT INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>949090104</ns1:cusip> <ns1:value>46819</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2022500</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>2022500</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>WILLIS TOWERS WATSON PLC LTD</ns1:nameOfIssuer> <ns1:titleOfClass>SHS</ns1:titleOfClass> <ns1:cusip>G96629103</ns1:cusip> <ns1:value>238891</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1038569</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>1038569</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>XILINX INC</ns1:nameOfIssuer> <ns1:titleOfClass>COM</ns1:titleOfClass> <ns1:cusip>983919101</ns1:cusip> <ns1:value>183592</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1269300</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:votingAuthority> <ns1:Sole>1269300</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>0</ns1:None> </ns1:votingAuthority> </ns1:infoTable> </ns1:informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>