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 414,485 1,717,858 SH   SOLE   1,717,858 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 73,531 564,321 SH   SOLE   564,321 0 0
AETNA INC NEW COM 00817Y108 356,403 4,400,035 SH   SOLE   4,400,035 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 298,417 5,524,198 SH   SOLE   5,524,198 0 0
APPLIED MATLS INC COM 038222105 217,128 10,047,556 SH   SOLE   10,047,556 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 93,693 1,454,401 SH   SOLE   1,454,401 0 0
AUTONATION INC COM 05329W102 55,898 1,111,076 SH   SOLE   1,111,076 0 0
AVIS BUDGET GROUP COM 053774105 216,494 3,944,147 SH   SOLE   3,944,147 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 72,208 2,607,728 SH   SOLE   2,607,728 0 0
BROOKDALE SR LIVING INC COM 112463104 204,556 6,348,730 SH   SOLE   6,348,730 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 247,860 14,402,108 SH   SOLE   14,402,108 0 0
CARTER INC COM 146229109 227,369 2,933,039 SH   SOLE   2,933,039 0 0
CBS CORP NEW CL B 124857202 227,613 4,254,448 SH   SOLE   4,254,448 0 0
CDW CORP COM 12514G108 117,788 3,793,500 SH   SOLE   3,793,500 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 128,529 9,856,504 SH   SOLE   9,856,504 0 0
CENTENE CORP DEL COM 15135B101 132,665 1,603,973 SH   SOLE   1,603,973 0 0
CIGNA CORPORATION COM 125509109 201,933 2,226,626 SH   SOLE   2,226,626 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 8,133 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 171,817 3,315,641 SH   SOLE   3,315,641 0 0
CITIZENS FINL GROUP INC COM 174610105 86,598 3,697,600 SH   SOLE   3,697,600 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 662,619 12,093,795 SH   SOLE   12,093,795 0 0
COMPUTER SCIENCES CORP COM 205363104 228,513 3,736,929 SH   SOLE   3,736,929 0 0
CROWN CASTLE INTL CORP COM 228227104 650,400 8,076,490 SH   SOLE   8,076,490 0 0
DANAHER CORP DEL COM 235851102 379,900 5,000,000 SH   SOLE   5,000,000 0 0
DOLLAR GEN CORP NEW COM 256677105 440,683 7,211,315 SH   SOLE   7,211,315 0 0
DOLLAR TREE INC COM 256746108 71,250 1,270,735 SH   SOLE   1,270,735 0 0
DOW CHEM CO COM 260543103 126,795 2,417,900 SH   SOLE   2,417,900 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 56,487 787,168 SH   SOLE   787,168 0 0
EBAY INC COM 278642103 278,615 4,919,927 SH   SOLE   4,919,927 0 0
ENDO INTL PLC SHS G30401106 386,690 5,658,326 SH   SOLE   5,658,326 0 0
FAMILY DLR STORES INC COM 307000109 177,096 2,292,806 SH   SOLE   2,292,806 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 261,928 9,442,263 SH   SOLE   9,442,263 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 62,568 4,547,112 SH   SOLE   4,547,112 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 723,751 70,130,959 SH   SOLE   70,130,959 0 0
FOSSIL GROUP INC COM 34988V106 305,714 3,255,738 SH   SOLE   3,255,738 0 0
GENERAL MTRS CO COM 37045V100 174,101 5,450,867 SH   SOLE   5,450,867 0 0
GLOBAL PMTS INC COM 37940X102 160,158 2,291,905 SH   SOLE   2,291,905 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 132,433 1,821,389 SH   SOLE   1,821,389 0 0
HCA HOLDINGS INC COM 40412C101 677,737 9,610,559 SH   SOLE   9,610,559 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 494,748 19,485,934 SH   SOLE   19,485,934 0 0
HUMANA INC COM 444859102 653,604 5,016,536 SH   SOLE   5,016,536 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 151,574 3,695,577 SH   SOLE   3,695,577 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 179,156 4,211,474 SH   SOLE   4,211,474 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 82,037 1,185,677 SH   SOLE   1,185,677 0 0
LITHIA MTRS INC CL A 536797103 88,140 1,164,484 SH   SOLE   1,164,484 0 0
MCKESSON CORP COM 58155Q103 363,442 1,866,966 SH   SOLE   1,866,966 0 0
MERITOR INC COM 59001K100 70,707 6,516,803 SH   SOLE   6,516,803 0 0
MOHAWK INDS INC COM 608190104 122,147 906,000 SH   SOLE   906,000 0 0
MONSANTO CO NEW COM 61166W101 1,082,172 9,618,448 SH   SOLE   9,618,448 0 0
NATIONAL OILWELL VARCO INC COM 637071101 369,521 4,855,731 SH   SOLE   4,855,731 0 0
ORBITZ WORLDWIDE INC COM 68557K109 15,740 2,000,000 SH   SOLE   2,000,000 0 0
PENNEY J C INC COM 708160106 1,973 196,495 SH   SOLE   196,495 0 0
PENTAIR PLC SHS G7S00T104 460,973 7,038,836 SH   SOLE   7,038,836 0 0
PHH CORP COM NEW 693320202 63,935 2,859,351 SH   SOLE   2,859,351 0 0
PHILLIPS 66 COM 718546104 123,029 1,513,081 SH   SOLE   1,513,081 0 0
PVH CORP COM 693656100 497,606 4,107,352 SH   SOLE   4,107,352 0 0
REALOGY HLDGS CORP COM 75605Y106 218,811 5,882,013 SH   SOLE   5,882,013 0 0
SCORPIO TANKERS INC SHS Y7542C106 18,721 2,252,800 SH   SOLE   2,252,800 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 68,710 2,633,567 SH   SOLE   2,633,567 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 42,573 1,736,952 SH   SOLE   1,736,952 0 0
SPRINT CORP COM SER 1 85207U105 42,141 6,646,917 SH   SOLE   6,646,917 0 0
SUNEDISON INC COM 86732Y109 155,946 8,259,877 SH   SOLE   8,259,877 0 0
SYNGENTA AG SPONSORED ADR 87160A100 28,603 451,358 SH   SOLE   451,358 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 820,344 13,812,831 SH   SOLE   13,812,831 0 0
TERADYNE INC COM 880770102 154,302 7,957,822 SH   SOLE   7,957,822 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,384,419 11,375,667 SH   SOLE   11,375,667 0 0
TIME WARNER CABLE INC COM 88732J207 263,461 1,836,090 SH   SOLE   1,836,090 0 0
T-MOBILE US INC COM 872590104 229,474 7,948,538 SH   SOLE   7,948,538 0 0
TRANSCANADA CORP COM 89353D107 138,120 2,680,754 SH   SOLE   2,680,754 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 184,729 5,387,267 SH   SOLE   5,387,267 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 42,527 406,960 SH   SOLE   406,960 0 0
VCA INC COM 918194101 341,627 8,686,170 SH   SOLE   8,686,170 0 0
VOYA FINL INC COM 929089100 178,211 4,557,825 SH   SOLE   4,557,825 0 0
WELLPOINT INC COM 94973V107 482,840 4,036,445 SH   SOLE   4,036,445 0 0