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
ACTAVIS PLC SHS G0083B108 474,115 1,841,869 SH   SOLE   1,841,869 0 0
AETNA INC NEW COM 00817Y108 351,778 3,960,125 SH   SOLE   3,960,125 0 0
ALLERGAN INC COM 018490102 133,857 629,647 SH   SOLE   629,647 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 309,410 5,524,198 SH   SOLE   5,524,198 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 54,601 6,033,312 SH   SOLE   6,033,312 0 0
ANTHEM INC COM 036752103 451,488 3,592,645 SH   SOLE   3,592,645 0 0
APOLLO ED GROUP INC CL A 037604105 184,062 5,396,132 SH   SOLE   5,396,132 0 0
APPLIED MATLS INC COM 038222105 113,019 4,535,256 SH   SOLE   4,535,256 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 110,418 1,454,401 SH   SOLE   1,454,401 0 0
AUTONATION INC COM 05329W102 91,284 1,511,076 SH   SOLE   1,511,076 0 0
AVIS BUDGET GROUP COM 053774105 360,944 5,441,647 SH   SOLE   5,441,647 0 0
BROOKDALE SR LIVING INC COM 112463104 321,084 8,756,030 SH   SOLE   8,756,030 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 334,860 17,652,108 SH   SOLE   17,652,108 0 0
CARTER INC COM 146229109 206,500 2,365,136 SH   SOLE   2,365,136 0 0
CBS CORP NEW CL B 124857202 416,137 7,519,648 SH   SOLE   7,519,648 0 0
CDW CORP COM 12514G108 203,757 5,793,500 SH   SOLE   5,793,500 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 100,438 9,856,504 SH   SOLE   9,856,504 0 0
CIGNA CORPORATION COM 125509109 172,902 1,680,126 SH   SOLE   1,680,126 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 7,448 8,561,020 SH   SOLE   8,561,020 0 0
CITIZENS FINL GROUP INC COM 174610105 64,421 2,591,350 SH   SOLE   2,591,350 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 652,097 12,093,795 SH   SOLE   12,093,795 0 0
COMPUTER SCIENCES CORP COM 205363104 206,081 3,268,529 SH   SOLE   3,268,529 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 67,664 859,771 SH   SOLE   859,771 0 0
DANAHER CORP DEL COM 235851102 428,550 5,000,000 SH   SOLE   5,000,000 0 0
DOLLAR GEN CORP NEW COM 256677105 495,238 7,004,778 SH   SOLE   7,004,778 0 0
DOW CHEM CO COM 260543103 139,430 3,057,000 SH   SOLE   3,057,000 0 0
EBAY INC COM 278642103 546,990 9,746,787 SH   SOLE   9,746,787 0 0
ENDO INTL PLC SHS G30401106 494,118 6,851,326 SH   SOLE   6,851,326 0 0
FAMILY DLR STORES INC COM 307000109 183,245 2,313,406 SH   SOLE   2,313,406 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 384,385 11,157,763 SH   SOLE   11,157,763 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 71,572 4,547,112 SH   SOLE   4,547,112 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 839,964 75,130,959 SH   SOLE   75,130,959 0 0
FOSSIL GROUP INC COM 34988V106 305,170 2,755,738 SH   SOLE   2,755,738 0 0
GENERAL MTRS CO COM 37045V100 190,290 5,450,867 SH   SOLE   5,450,867 0 0
GLOBAL PMTS INC COM 37940X102 142,770 1,768,493 SH   SOLE   1,768,493 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 163,233 1,821,389 SH   SOLE   1,821,389 0 0
HCA HOLDINGS INC COM 40412C101 453,453 6,178,678 SH   SOLE   6,178,678 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 462,256 18,534,743 SH   SOLE   18,534,743 0 0
HUMANA INC COM 444859102 317,113 2,207,844 SH   SOLE   2,207,844 0 0
IMS HEALTH HLDGS INC COM 44970B109 12,820 500,000 SH   SOLE   500,000 0 0
JARDEN CORP COM 471109108 138,102 2,884,331 SH   SOLE   2,884,331 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 226,499 4,511,474 SH   SOLE   4,511,474 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 178,533 3,695,577 SH   SOLE   3,695,577 0 0
LITHIA MTRS INC CL A 536797103 121,526 1,401,848 SH   SOLE   1,401,848 0 0
MCKESSON CORP COM 58155Q103 280,744 1,352,460 SH   SOLE   1,352,460 0 0
MERITOR INC COM 59001K100 98,730 6,516,803 SH   SOLE   6,516,803 0 0
MOHAWK INDS INC COM 608190104 361,678 2,328,002 SH   SOLE   2,328,002 0 0
MONSANTO CO NEW COM 61166W101 1,149,116 9,618,448 SH   SOLE   9,618,448 0 0
NATIONAL OILWELL VARCO INC COM 637071101 171,265 2,613,531 SH   SOLE   2,613,531 0 0
PACKAGING CORP AMER COM 695156109 66,629 853,673 SH   SOLE   853,673 0 0
PENTAIR PLC SHS G7S00T104 467,519 7,038,836 SH   SOLE   7,038,836 0 0
PHH CORP COM NEW 693320202 92,470 3,859,351 SH   SOLE   3,859,351 0 0
PHILLIPS 66 COM 718546104 31,670 441,695 SH   SOLE   441,695 0 0
PVH CORP COM 693656100 581,177 4,534,423 SH   SOLE   4,534,423 0 0
REALOGY HLDGS CORP COM 75605Y106 278,651 6,263,233 SH   SOLE   6,263,233 0 0
ROCK-TENN CO CL A 772739207 66,645 1,092,900 SH   SOLE   1,092,900 0 0
SCORPIO TANKERS INC SHS Y7542C106 19,577 2,252,800 SH   SOLE   2,252,800 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 72,054 2,633,567 SH   SOLE   2,633,567 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 33,678 1,245,500 SH   SOLE   1,245,500 0 0
SPRINT CORP COM SER 1 85207U105 27,585 6,646,917 SH   SOLE   6,646,917 0 0
SUNEDISON INC COM 86732Y109 205,048 10,509,877 SH   SOLE   10,509,877 0 0
SYNGENTA AG SPONSORED ADR 87160A100 28,995 451,358 SH   SOLE   451,358 0 0
T MOBILE US INC COM 872590104 265,330 9,848,938 SH   SOLE   9,848,938 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 699,896 13,812,831 SH   SOLE   13,812,831 0 0
TERADYNE INC COM 880770102 246,637 12,462,722 SH   SOLE   12,462,722 0 0
TERRAFORM PWR INC CL A COM 88104R100 50,180 1,666,667 SH   SOLE   1,666,667 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,426,710 11,387,265 SH   SOLE   11,387,265 0 0
TIME WARNER CABLE INC COM 88732J207 347,182 2,283,190 SH   SOLE   2,283,190 0 0
TRANSCANADA CORP COM 89353D107 131,688 2,680,754 SH   SOLE   2,680,754 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 206,898 5,387,267 SH   SOLE   5,387,267 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 45,278 406,960 SH   SOLE   406,960 0 0
VCA INC COM 918194101 624,274 12,800,370 SH   SOLE   12,800,370 0 0
VOYA FINL INC COM 929089100 165,238 3,898,966 SH   SOLE   3,898,966 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 52,588 613,200 SH   SOLE   613,200 0 0