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
ACI WORLDWIDE INC COM 004498101 8,553 230,300 SH   SOLE   230,300 0 0
ACI WORLDWIDE INC COM 004498101 546 14,700 SH   OTR 1 0 14,700 0
ALKERMES PLC SHS G01767105 10,347 422,000 SH   SOLE   422,000 0 0
ALKERMES PLC SHS G01767105 677 27,600 SH   OTR 1 0 27,600 0
APPHARVEST INC COM 03783T103 4,872 304,500 SH   SOLE   304,500 0 0
APPHARVEST INC COM 03783T103 285 17,800 SH   OTR 1 0 17,800 0
ARAMARK COM 03852U106 10,885 292,209 SH   SOLE   292,209 0 0
ARAMARK COM 03852U106 693 18,601 SH   OTR 1 0 18,601 0
ARCONIC CORPORATION COM 03966V107 3,261 91,542 SH   SOLE   91,542 0 0
ARCONIC CORPORATION COM 03966V107 204 5,721 SH   OTR 1 0 5,721 0
AUTOLIV INC COM 052800109 6,981 71,405 SH   SOLE   71,405 0 0
AUTOLIV INC COM 052800109 432 4,422 SH   OTR 1 0 4,422 0
BOX INC CL A 10316T104 12,126 474,608 SH   SOLE   474,608 0 0
BOX INC CL A 10316T104 764 29,904 SH   OTR 1 0 29,904 0
CHENIERE ENERGY INC COM NEW 16411R208 12,552 144,707 SH   SOLE   144,707 0 0
CHENIERE ENERGY INC COM NEW 16411R208 791 9,118 SH   OTR 1 0 9,118 0
EHEALTH INC COM 28238P109 5,957 102,000 SH   SOLE   102,000 0 0
EHEALTH INC COM 28238P109 374 6,400 SH   OTR 1 0 6,400 0
ELANCO ANIMAL HEALTH INC COM 28414H103 12,485 359,910 SH   SOLE   359,910 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 791 22,800 SH   OTR 1 0 22,800 0
ENVIVA PARTNERS LP COM UNIT 29414J107 7,974 152,143 SH   SOLE   152,143 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 485 9,260 SH   OTR 1 0 9,260 0
EVOLENT HEALTH INC CL A 30050B101 10,097 478,100 SH   SOLE   478,100 0 0
EVOLENT HEALTH INC CL A 30050B101 727 34,400 SH   OTR 1 0 34,400 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 9,836 422,878 SH   SOLE   422,878 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 616 26,480 SH   OTR 1 0 26,480 0
GREEN DOT CORP CL A 39304D102 8,059 172,021 SH   SOLE   172,021 0 0
GREEN DOT CORP CL A 39304D102 504 10,763 SH   OTR 1 0 10,763 0
HAIN CELESTIAL GROUP INC COM 405217100 7,646 190,576 SH   SOLE   190,576 0 0
HAIN CELESTIAL GROUP INC COM 405217100 479 11,940 SH   OTR 1 0 11,940 0
HOWARD HUGHES CORP COM 44267D107 11,915 122,258 SH   SOLE   122,258 0 0
HOWARD HUGHES CORP COM 44267D107 763 7,830 SH   OTR 1 0 7,830 0
HOWMET AEROSPACE INC COM 443201108 12,627 366,320 SH   SOLE   366,320 0 0
HOWMET AEROSPACE INC COM 443201108 789 22,889 SH   OTR 1 0 22,889 0
INSIGHT ENTERPRISES INC COM 45765U103 7,001 70,000 SH   SOLE   70,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 451 4,513 SH   OTR 1 0 4,513 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 7,876 611,983 SH   SOLE   611,983 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 495 38,472 SH   OTR 1 0 38,472 0
LKQ CORP COM 501889208 10,014 203,457 SH   SOLE   203,457 0 0
LKQ CORP COM 501889208 626 12,712 SH   OTR 1 0 12,712 0
MEDNAX INC COM 58502B106 9,004 298,655 SH   SOLE   298,655 0 0
MEDNAX INC COM 58502B106 576 19,114 SH   OTR 1 0 19,114 0
MERIT MED SYS INC COM 589889104 8,284 128,120 SH   SOLE   128,120 0 0
MERIT MED SYS INC COM 589889104 512 7,925 SH   OTR 1 0 7,925 0
NEWELL BRANDS INC COM 651229106 9,682 352,472 SH   SOLE   352,472 0 0
NEWELL BRANDS INC COM 651229106 613 22,325 SH   OTR 1 0 22,325 0
OLIN CORP COM PAR $1 680665205 11,371 245,800 SH   SOLE   245,800 0 0
OLIN CORP COM PAR $1 680665205 715 15,461 SH   OTR 1 0 15,461 0
PAPA JOHNS INTL INC COM 698813102 12,045 115,328 SH   SOLE   115,328 0 0
PAPA JOHNS INTL INC COM 698813102 753 7,206 SH   OTR 1 0 7,206 0
PEARSON PLC SPONSORED ADR 705015105 6,498 559,700 SH   SOLE   559,700 0 0
PEARSON PLC SPONSORED ADR 705015105 412 35,456 SH   OTR 1 0 35,456 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 11,706 514,343 SH   SOLE   514,343 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 738 32,412 SH   OTR 1 0 32,412 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 7,653 87,035 SH   SOLE   87,035 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 504 5,734 SH   OTR 1 0 5,734 0
TREEHOUSE FOODS INC COM 89469A104 6,448 144,845 SH   SOLE   144,845 0 0
TREEHOUSE FOODS INC COM 89469A104 410 9,200 SH   OTR 1 0 9,200 0
TRINITY INDS INC COM 896522109 8,150 303,084 SH   SOLE   303,084 0 0
TRINITY INDS INC COM 896522109 521 19,360 SH   OTR 1 0 19,360 0
VEONEER INC COM 92336X109 1,417 61,486 SH   SOLE   61,486 0 0
VEONEER INC COM 92336X109 89 3,841 SH   OTR 1 0 3,841 0