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 1,199,741 17,855,941 SH   SOLE   17,855,941 0 0
AETNA INC NEW COM 00817Y108 710,132 5,571,408 SH   SOLE   5,571,408 0 0
ALLERGAN PLC SHS G0177J108 601,673 1,982,709 SH   SOLE   1,982,709 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 137,457 2,223,500 SH   SOLE   2,223,500 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 151,435 18,626,638 SH   SOLE   18,626,638 0 0
ANTHEM INC COM 036752103 758,272 4,619,666 SH   SOLE   4,619,666 0 0
APOLLO ED GROUP INC CL A 037604105 97,642 7,580,932 SH   SOLE   7,580,932 0 0
APPLIED MATLS INC COM 038222105 408,907 21,275,054 SH   SOLE   21,275,054 0 0
ARAMARK COM 03852U106 51,020 1,647,400 SH   SOLE   1,647,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 91,015 1,004,358 SH   SOLE   1,004,358 0 0
AUTONATION INC COM 05329W102 127,785 2,028,976 SH   SOLE   2,028,976 0 0
AVIS BUDGET GROUP COM 053774105 368,397 8,357,469 SH   SOLE   8,357,469 0 0
BANK NEW YORK MELLON CORP COM 064058100 147,107 3,505,051 SH   SOLE   3,505,051 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 15,744 510,000 SH   SOLE   510,000 0 0
BROOKDALE SR LIVING INC COM 112463104 402,223 11,591,430 SH   SOLE   11,591,430 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 452,453 23,013,908 SH   SOLE   23,013,908 0 0
CARTER INC COM 146229109 36,665 344,918 SH   SOLE   344,918 0 0
CBS CORP NEW CL B 124857202 484,610 8,731,715 SH   SOLE   8,731,715 0 0
CHENIERE ENERGY INC COM NEW 16411R208 63,812 921,333 SH   SOLE   921,333 0 0
CIGNA CORPORATION COM 125509109 457,078 2,821,469 SH   SOLE   2,821,469 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 6,335 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 296,379 5,365,300 SH   SOLE   5,365,300 0 0
CITIZENS FINL GROUP INC COM 174610105 31,773 1,163,410 SH   SOLE   1,163,410 0 0
COMCAST CORP NEW CL A 20030N101 243,087 4,042,015 SH   SOLE   4,042,015 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 761,546 12,093,795 SH   SOLE   12,093,795 0 0
DANAHER CORP DEL COM 235851102 160,937 1,880,329 SH   SOLE   1,880,329 0 0
DOLLAR GEN CORP NEW COM 256677105 305,332 3,927,607 SH   SOLE   3,927,607 0 0
DOW CHEM CO COM 260543103 383,435 7,493,353 SH   SOLE   7,493,353 0 0
EBAY INC COM 278642103 201,387 3,343,074 SH   SOLE   3,343,074 0 0
ENDO INTL PLC SHS G30401106 703,923 8,837,703 SH   SOLE   8,837,703 0 0
F M C CORP COM NEW 302491303 252,785 4,810,367 SH   SOLE   4,810,367 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 293,137 7,924,750 SH   SOLE   7,924,750 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 14,207 923,743 SH   SOLE   923,743 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 849,731 75,130,959 SH   SOLE   75,130,959 0 0
FOSSIL GROUP INC COM 34988V106 61,389 885,071 SH   SOLE   885,071 0 0
GAP INC DEL COM 364760108 228,810 5,994,495 SH   SOLE   5,994,495 0 0
GENERAL MTRS CO COM 37045V100 169,565 5,087,467 SH   SOLE   5,087,467 0 0
GOOGLE INC CL A 38259P508 287,608 532,568 SH   SOLE   532,568 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 165,437 1,821,389 SH   SOLE   1,821,389 0 0
HCA HOLDINGS INC COM 40412C101 469,801 5,178,578 SH   SOLE   5,178,578 0 0
HEALTHSOUTH CORP COM NEW 421924309 206,713 4,487,905 SH   SOLE   4,487,905 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 319,146 17,612,889 SH   SOLE   17,612,889 0 0
HUMANA INC COM 444859102 1,256,129 6,566,967 SH   SOLE   6,566,967 0 0
IMS HEALTH HLDGS INC COM 44970B109 76,625 2,500,000 SH   SOLE   2,500,000 0 0
JARDEN CORP COM 471109108 209,057 4,039,757 SH   SOLE   4,039,757 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 110,163 1,207,923 SH   SOLE   1,207,923 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 482,891 3,983,595 SH   SOLE   3,983,595 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 180,425 3,336,886 SH   SOLE   3,336,886 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 137,237 2,710,577 SH   SOLE   2,710,577 0 0
LITHIA MTRS INC CL A 536797103 99,564 879,848 SH   SOLE   879,848 0 0
MANITOWOC INC COM 563571108 188,438 9,614,197 SH   SOLE   9,614,197 0 0
MANPOWERGROUP INC COM 56418H100 539,747 6,038,795 SH   SOLE   6,038,795 0 0
MCDONALDS CORP COM 580135101 275,789 2,900,900 SH   SOLE   2,900,900 0 0
MCKESSON CORP COM 58155Q103 230,599 1,025,749 SH   SOLE   1,025,749 0 0
MERITOR INC COM 59001K100 98,620 7,516,803 SH   SOLE   7,516,803 0 0
MOHAWK INDS INC COM 608190104 70,877 371,277 SH   SOLE   371,277 0 0
MONSANTO CO NEW COM 61166W101 1,180,286 11,073,137 SH   SOLE   11,073,137 0 0
MYLAN N V SHS EURO N59465109 123,225 1,815,874 SH   SOLE   1,815,874 0 0
NATIONAL OILWELL VARCO INC COM 637071101 99,560 2,062,131 SH   SOLE   2,062,131 0 0
PENTAIR PLC SHS G7S00T104 401,512 5,840,180 SH   SOLE   5,840,180 0 0
PHH CORP COM NEW 693320202 155,242 5,963,961 SH   SOLE   5,963,961 0 0
PHILLIPS 66 COM 718546104 147,449 1,830,295 SH   SOLE   1,830,295 0 0
PRICELINE GRP INC COM NEW 741503403 306,701 266,379 SH   SOLE   266,379 0 0
PVH CORP COM 693656100 606,053 5,260,874 SH   SOLE   5,260,874 0 0
REALOGY HLDGS CORP COM 75605Y106 312,076 6,679,706 SH   SOLE   6,679,706 0 0
RITE AID CORP COM 767754104 104,782 12,548,751 SH   SOLE   12,548,751 0 0
ROCK-TENN CO CL A 772739207 296,377 4,923,208 SH   SOLE   4,923,208 0 0
SCORPIO TANKERS INC SHS Y7542C106 22,731 2,252,800 SH   SOLE   2,252,800 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 67,993 2,436,167 SH   SOLE   2,436,167 0 0
SPRINT CORP COM SER 1 85207U105 25,059 5,495,435 SH   SOLE   5,495,435 0 0
SUNEDISON INC COM 86732Y109 341,072 11,403,277 SH   SOLE   11,403,277 0 0
T MOBILE US INC COM 872590104 251,121 6,477,186 SH   SOLE   6,477,186 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 856,179 14,792,313 SH   SOLE   14,792,313 0 0
TERADYNE INC COM 880770102 256,023 13,272,322 SH   SOLE   13,272,322 0 0
TERRAFORM PWR INC CL A COM 88104R100 48,278 1,271,149 SH   SOLE   1,271,149 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 168,104 2,844,400 SH   SOLE   2,844,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,201,540 9,259,710 SH   SOLE   9,259,710 0 0
TRANSCANADA CORP COM 89353D107 183,371 4,513,954 SH   SOLE   4,513,954 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 138,091 971,787 SH   SOLE   971,787 0 0
VCA INC COM 918194101 696,404 12,800,370 SH   SOLE   12,800,370 0 0
VOYA FINL INC COM 929089100 129,132 2,778,835 SH   SOLE   2,778,835 0 0