Form 13F Amendment: #1 · Reason: This amendment is a Restatement.
| Security | Market Valueª | Shares or Principal | Investment
Discretion | Other
Managersº | Voting Authority |
|---|
| Issuer Name | Issue Class | Opt. | CUSIP/CINS | $1000s | Weight | Amount | S/P | Price | Sole | Shared | None |
|---|
 | | | | | | | | | ↓List | (S/P Amounts or For All) |
|---|
|
| SKYLINE CHAMPION CORPORATION | COM | – | 830830·10·5 | 76,755 | 41.38% | 4,039,759 | Sh. | 19.00 | Sole | – | Sole | – | – |
| AGILYSYS INC | COM | – | 00847J·10·5 | 50,993 | 27.49% | 2,408,757 | Sh. | 21.17 | Sole | – | Sole | – | – |
| ACHILLION PHARMACEUTICALS IN | COM | – | 00448Q·20·1 | 20,512 | 11.06% | 6,929,653 | Sh. | 2.96 | Sole | – | Sole | – | – |
| CENOVUS ENERGY INC | COM | – | 15135U·10·9 | 17,420 | 9.39% | 2,006,888 | Sh. | 8.68 | Sole | – | Sole | – | – |
| YATRA ONLINE INC | ORD SHS | – | G98338·10·9 | 13,514 | 7.28% | 2,752,351 | Sh. | 4.91 | Sole | – | Sole | – | – |
| MONTAGE RES CORP | COM | – | 61179L·10·0 | 6,312 | 3.40% | 419,706 | Sh. | 15.04 | Sole | – | Sole | – | – |
| — 6 Issuers — | — 6 Issues — | — 6 Holdings: $185,506,000 — | — Sole Manager — |
____________
ª No market value of any Holding was adjusted.
º Other Included Managers with whom investment discretion is shared as to any Holding: No Other Included Managers |
|
