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 7,395 99,472 SH   SOLE   99,472 0 0
ALLEGHANY CORP MD COM 017175100 16,212 19,315 SH   SOLE   19,315 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,885 124,575 SH   SOLE   124,575 0 0
1LIFE HEALTHCARE INC COM 68269G107 662 38,603 SH   SOLE   38,603 0 0
BLACK KNIGHT INC COM 09215C105 854 13,200 SH   SOLE   13,200 0 0
CHANGE HEALTHCARE INC COM 15912K100 3,786 137,731 SH   SOLE   137,731 0 0
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 10,244 107,185 SH   SOLE   107,185 0 0
AVALARA INC COM 05338G106 15,850 172,655 SH   SOLE   172,655 0 0
BTRS HOLDINGS INC COM CL 1 11778X104 536 57,900 SH   SOLE   57,900 0 0
DUKE REALTY CORP COM NEW 264411505 17,597 365,080 SH   SOLE   365,080 0 0
CITRIX SYS INC COM 177376100 11,484 110,423 SH   SOLE   110,423 0 0
CHANNELADVISOR CORP COM 159179100 955 42,156 SH   SOLE   42,156 0 0
CHEMOCENTRYX INC COM 16383L106 4,841 93,700 SH   SOLE   93,700 0 0
COVETRUS INC COM 22304C100 2,593 124,200 SH   SOLE   124,200 0 0
COWEN INC CL A NEW 223622606 1,179 30,507 SH   SOLE   30,507 0 0
CYBEROPTICS CORP COM 232517102 4,803 89,300 SH   SOLE   89,300 0 0
EVO PMTS IMC CL A COM 26927E104 5,071 152,291 SH   SOLE   152,291 0 0
GLOBAL BLOOD THERAPEUTICS INC COM 37890U108 2,263 33,235 SH   SOLE   33,235 0 0
HANGER INC COM NEW 41043F208 1,385 73,973 SH   SOLE   73,973 0 0
KOHLS CORP COM 500255104 546 21,700 SH   SOLE   21,700 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 1,149 334,150 SH   SOLE   334,150 0 0
LHC GROUP INC COM 50187A107 1,440 8,800 SH   SOLE   8,800 0 0
IROBOT CORP COM 462726100 1,003 17,800 SH   SOLE   17,800 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 583 100,325 SH   SOLE   100,325 0 0
PBF LOGISTICS LP UNIT LTD P 69318Q104 2,503 132,501 SH   SOLE   132,501 0 0
PING IDENTITY HLDG CORP COM 72341T103 6,436 229,297 SH   SOLE   229,297 0 0
PZENA INVT MGMT INC CLASS A 74731Q103 473 49,874 SH   SOLE   49,874 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 3,953 250,000 SH   SOLE   250,000 0 0
SIERRA WIRELESS INC COM 826516106 679 22,300 SH   SOLE   22,300 0 0
SIGNIFY HEALTH INC CL A COM 82671G100 778 26,700 SH   SOLE   26,700 0 0
STORE CAP CORP COM 862121100 3,208 102,400 SH   SOLE   102,400 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 9,216 332,478 SH   SOLE   332,478 0 0
SPIRIT AIRLS INC COM 848577102 333 17,700 SH   SOLE   17,700 0 0
SWITCH INC CL A 87105L104 6,809 202,104 SH   SOLE   202,104 0 0
TENNECO INC CL A VTG COM STK 880349105 3,000 172,492 SH   SOLE   172,492 0 0
TURQUOISE HILL RES LTD COM 900435207 824 27,800 SH   SOLE   27,800 0 0
UMPQUA HLDGS CORP COM 904214103 2,383 139,426 SH   SOLE   139,426 0 0
TWITTER INC COM 90184L102 3,775 86,100 SH   SOLE   86,100 0 0
VMWARE INC CL A COM 928563402 2,652 24,908 SH   SOLE   24,908 0 0
ZENDESK INC COM 98936J101 13,066 171,700 SH   SOLE   171,700 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,268 11,289 SH   SOLE   11,289 0 0