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
ABBVIE INC COM 00287Y109 781,778 13,686,588 SH   SOLE   13,686,588 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 35,112 218,985 SH   SOLE   218,985 0 0
AETNA INC NEW COM 00817Y108 581,941 5,179,716 SH   SOLE   5,179,716 0 0
ALPHABET INC CAP STK CL A 02079K305 283,684 371,849 SH   SOLE   371,849 0 0
ANTHEM INC COM 036752103 506,593 3,644,816 SH   SOLE   3,644,816 0 0
ARAMARK COM 03852U106 85,135 2,570,494 SH   SOLE   2,570,494 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 56,533 944,731 SH   SOLE   944,731 0 0
AUTONATION INC COM 05329W102 66,861 1,432,326 SH   SOLE   1,432,326 0 0
AVIS BUDGET GROUP COM 053774105 227,033 8,298,004 SH   SOLE   8,298,004 0 0
BANK NEW YORK MELLON CORP COM 064058100 14,073 382,107 SH   SOLE   382,107 0 0
BROOKDALE SR LIVING INC COM 112463104 264,091 16,630,415 SH   SOLE   16,630,415 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 53,771 2,280,353 SH   SOLE   2,280,353 0 0
CBS CORP NEW CL B 124857202 430,972 7,823,056 SH   SOLE   7,823,056 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 57,093 282,039 SH   SOLE   282,039 0 0
CIGNA CORPORATION COM 125509109 836,480 6,095,014 SH   SOLE   6,095,014 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 803 8,031,020 SH   SOLE   8,031,020 0 0
CITIZENS FINL GROUP INC COM 174610105 18,983 906,128 SH   SOLE   906,128 0 0
COMPUTER SCIENCES CORP COM 205363104 236,579 6,879,290 SH   SOLE   6,879,290 0 0
DOW CHEM CO COM 260543103 368,313 7,241,698 SH   SOLE   7,241,698 0 0
F M C CORP COM NEW 302491303 470,910 11,664,856 SH   SOLE   11,664,856 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 41,407 1,221,452 SH   SOLE   1,221,452 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 64,158 1,013,400 SH   SOLE   1,013,400 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 578,861 47,998,431 SH   SOLE   47,998,431 0 0
GLOBAL PMTS INC COM 37940X102 3,818 58,471 SH   SOLE   58,471 0 0
HCA HOLDINGS INC COM 40412C101 1,145,430 14,675,592 SH   SOLE   14,675,592 0 0
HEALTHSOUTH CORP COM NEW 421924309 269,799 7,169,780 SH   SOLE   7,169,780 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 291,717 27,703,449 SH   SOLE   27,703,449 0 0
HUMANA INC COM 444859102 1,175,413 6,424,777 SH   SOLE   6,424,777 0 0
KINDRED HEALTHCARE INC COM 494580103 24,696 1,999,713 SH   SOLE   1,999,713 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 639,129 5,456,575 SH   SOLE   5,456,575 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 93,291 2,423,140 SH   SOLE   2,423,140 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 117,729 3,134,419 SH   SOLE   3,134,419 0 0
MANPOWERGROUP INC COM 56418H100 298,944 3,671,624 SH   SOLE   3,671,624 0 0
MCKESSON CORP COM 58155Q103 145,835 927,411 SH   SOLE   927,411 0 0
MERITOR INC COM 59001K100 65,502 8,126,817 SH   SOLE   8,126,817 0 0
MONSANTO CO NEW COM 61166W101 973,151 11,091,300 SH   SOLE   11,091,300 0 0
PENTAIR PLC SHS G7S00T104 58,388 1,076,086 SH   SOLE   1,076,086 0 0
PHH CORP COM NEW 693320202 60,380 4,814,961 SH   SOLE   4,814,961 0 0
REALOGY HLDGS CORP COM 75605Y106 216,752 6,002,557 SH   SOLE   6,002,557 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 517,564 17,890,230 SH   SOLE   17,890,230 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 298,549 5,579,312 SH   SOLE   5,579,312 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 511,218 3,610,552 SH   SOLE   3,610,552 0 0
TIME WARNER CABLE INC COM 88732J207 281,949 1,377,913 SH   SOLE   1,377,913 0 0
VCA INC COM 918194101 281,314 4,876,303 SH   SOLE   4,876,303 0 0
VEREIT INC COM 92339V100 147,602 16,640,530 SH   SOLE   16,640,530 0 0