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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBERTSONS COS INC COMMON STOCK 013091103   100,076,216 4,667,734 SH   SOLE   4,667,734 0 0
AMEDISYS INC COM 023436108   117,033,708 1,269,897 SH   SOLE   1,269,897 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206   120,935,966 2,151,120 SH   SOLE   2,151,120 0 0
ANSYS INC COM 03662Q105   184,323,907 530,948 SH   SOLE   530,948 0 0
AXONICS INC COM 05465P101   125,164,755 1,814,771 SH   SOLE   1,814,771 0 0
CALLON PETE CO DEL COM 13123X508   85,582,334 2,393,242 SH   SOLE   2,393,242 0 0
CATALENT INC COM 148806102   112,084,355 1,985,551 SH   SOLE   1,985,551 0 0
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117   1,927,525 127,258 SH   SOLE   127,258 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   98,970,723 2,341,394 SH   SOLE   2,341,394 0 0
DISCOVER FINL SVCS COM 254709108   131,038,480 999,607 SH   SOLE   999,607 0 0
ENERPLUS CORP COM 292766102   35,160,062 1,788,406 SH   SOLE   1,788,406 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   46,252,805 3,703,187 SH   SOLE   3,703,187 0 0
EVERBRIDGE INC COM 29978A104   29,696,894 852,624 SH   SOLE   852,624 0 0
FUSION PHARMACEUTICALS INC COM 36118A100   12,474,373 585,102 SH   SOLE   585,102 0 0
HAWAIIAN HOLDINGS INC COM 419879101   23,414,253 1,756,508 SH   SOLE   1,756,508 0 0
HAYNES INTL INC COM NEW 420877201   21,244,005 353,360 SH   SOLE   353,360 0 0
HESS CORP COM 42809H107   259,839,071 1,702,300 SH   SOLE   1,702,300 0 0
INHIBRX INC COM 45720L107   36,864,446 1,054,475 SH   SOLE   1,054,475 0 0
JUNIPER NETWORKS INC COM 48203R104   80,670,875 2,176,764 SH   SOLE   2,176,764 0 0
LAKELAND BANCORP INC COM 511637100   6,154,351 508,624 SH   SOLE   508,624 0 0
M D C HLDGS INC COM 552676108   29,465,910 468,382 SH   SOLE   468,382 0 0
MASONITE INTL CORP COM 575385109   84,114,198 639,895 SH   SOLE   639,895 0 0
MCGRATH RENTCORP COM 580589109   79,880,472 647,487 SH   SOLE   647,487 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102   5,484,370 11,148 SH   SOLE   11,148 0 0
OLINK HLDG AB SPONSORED ADS 680710100   60,710,930 2,582,345 SH   SOLE   2,582,345 0 0
PIONEER NAT RES CO COM 723787107   184,813,128 704,050 SH   SOLE   704,050 0 0
SP PLUS CORP COM 78469C103   47,581,976 911,183 SH   SOLE   911,183 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   33,439,740 434,621 SH   SOLE   434,621 0 0
SOUTHWESTERN ENERGY CO COM 845467109   15,478,526 2,042,022 SH   SOLE   2,042,022 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   12,680,842 351,562 SH   SOLE   351,562 0 0
STERLING CHECK CORP COM 85917T109   32,004,345 1,990,320 SH   SOLE   1,990,320 0 0
TRANSPHORM INC COM 89386L100   12,112,857 2,466,977 SH   SOLE   2,466,977 0 0
TRICON RESIDENTIAL INC COM NPV 89612W102   47,797,175 4,286,742 SH   SOLE   4,286,742 0 0
UNITED STATES STL CORP NEW COM 912909108   95,879,163 2,351,132 SH   SOLE   2,351,132 0 0
VIZIO HLDG CORP CL A COM 92858V101   30,726,608 2,808,648 SH   SOLE   2,808,648 0 0
EURONAV NV SHS B38564108   31,398,648 1,758,043 SH   SOLE   1,758,043 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   67,982,346 1,500,714 SH   SOLE   1,500,714 0 0
HOLLYSYS AUTOMATION TCHNGY L SHS G45667105   24,072,650 941,073 SH   SOLE   941,073 0 0
NEOGAMES SA SHS L6673X107   36,036,058 1,244,339 SH   SOLE   1,244,339 0 0
EAGLE BULK SHIPPING INC COM Y2187A150   5,313,636 85,059 SH   SOLE   85,059 0 0