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
ADVANCE AUTO PARTS INC COM 00751Y106 131,609 975,460 SH   SOLE   975,460 0 0
AETNA INC NEW COM 00817Y108 282,064 3,478,835 SH   SOLE   3,478,835 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 537,788 9,853,198 SH   SOLE   9,853,198 0 0
AON PLC SHS CL A G0408V102 104,536 1,160,347 SH   SOLE   1,160,347 0 0
APPLIED MATLS INC COM 038222105 342,681 15,196,480 SH   SOLE   15,196,480 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 63,304 920,923 SH   SOLE   920,923 0 0
AUTONATION INC COM 05329W102 37,042 620,676 SH   SOLE   620,676 0 0
AVIS BUDGET GROUP COM 053774105 236,590 3,963,647 SH   SOLE   3,963,647 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 114,932 3,540,728 SH   SOLE   3,540,728 0 0
BROOKDALE SR LIVING INC COM 112463104 133,351 3,999,730 SH   SOLE   3,999,730 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 208,508 11,921,572 SH   SOLE   11,921,572 0 0
CANADIAN PAC RY LTD COM 13645T100 23,614 130,363 SH   SOLE   130,363 0 0
CAREFUSION CORP COM 14170T101 84,695 1,909,705 SH   SOLE   1,909,705 0 0
CARTER INC COM 146229109 184,292 2,673,608 SH   SOLE   2,673,608 0 0
CBS CORP NEW CL B 124857202 330,947 5,325,826 SH   SOLE   5,325,826 0 0
CDW CORP COM 12514G108 94,588 2,967,000 SH   SOLE   2,967,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 74,349 5,619,704 SH   SOLE   5,619,704 0 0
CIGNA CORPORATION COM 125509109 204,783 2,226,626 SH   SOLE   2,226,626 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 5,221 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 215,971 4,585,368 SH   SOLE   4,585,368 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 548,695 12,093,795 SH   SOLE   12,093,795 0 0
COMPUTER SCIENCES CORP COM 205363104 227,261 3,595,901 SH   SOLE   3,595,901 0 0
CROWN CASTLE INTL CORP COM 228227104 611,813 8,238,790 SH   SOLE   8,238,790 0 0
DOLLAR GEN CORP NEW COM 256677105 471,288 8,216,315 SH   SOLE   8,216,315 0 0
EBAY INC COM 278642103 246,292 4,919,927 SH   SOLE   4,919,927 0 0
ENDO INTL PLC SHS G30401106 275,212 3,930,472 SH   SOLE   3,930,472 0 0
FAMILY DLR STORES INC COM 307000109 199,818 3,021,143 SH   SOLE   3,021,143 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 201,004 6,135,663 SH   SOLE   6,135,663 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 33,517 612,288 SH   SOLE   612,288 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 776,350 70,130,959 SH   SOLE   70,130,959 0 0
FOSSIL GROUP INC COM 34988V106 279,449 2,673,638 SH   SOLE   2,673,638 0 0
GENERAL MTRS CO COM 37045V100 197,866 5,450,867 SH   SOLE   5,450,867 0 0
GLOBAL PMTS INC COM 37940X102 166,965 2,291,905 SH   SOLE   2,291,905 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 62,890 745,938 SH   SOLE   745,938 0 0
HCA HOLDINGS INC COM 40412C101 668,816 11,862,642 SH   SOLE   11,862,642 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 553,198 19,735,934 SH   SOLE   19,735,934 0 0
HUMANA INC COM 444859102 640,666 5,016,176 SH   SOLE   5,016,176 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 65,416 1,479,329 SH   SOLE   1,479,329 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 50,755 1,199,596 SH   SOLE   1,199,596 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 91,189 1,468,429 SH   SOLE   1,468,429 0 0
LITHIA MTRS INC CL A 536797103 79,872 849,073 SH   SOLE   849,073 0 0
MCKESSON CORP COM 58155Q103 46,553 250,000 SH Call SOLE   250,000 0 0
MCKESSON CORP COM 58155Q103 528,402 2,837,666 SH   SOLE   2,837,666 0 0
MERITOR INC COM 59001K100 111,059 8,516,803 SH   SOLE   8,516,803 0 0
MONSANTO CO NEW COM 61166W101 1,048,822 8,408,065 SH   SOLE   8,408,065 0 0
NATIONAL OILWELL VARCO INC COM 637071101 435,848 5,292,631 SH   SOLE   5,292,631 0 0
NXP SEMICONDUCTORS N V COM N6596X109 71,391 1,078,743 SH   SOLE   1,078,743 0 0
PENNEY J C INC COM 708160106 49,214 5,438,051 SH   SOLE   5,438,051 0 0
PENTAIR PLC SHS G7S00T104 82,367 1,142,082 SH   SOLE   1,142,082 0 0
PHH CORP COM NEW 693320202 65,708 2,859,351 SH   SOLE   2,859,351 0 0
PHILLIPS 66 COM 718546104 195,644 2,432,481 SH   SOLE   2,432,481 0 0
PVH CORP COM 693656100 413,138 3,543,208 SH   SOLE   3,543,208 0 0
SCORPIO TANKERS INC SHS Y7542C106 22,911 2,252,800 SH   SOLE   2,252,800 0 0
SEAWORLD ENTMT INC COM 81282V100 95,749 3,379,777 SH   SOLE   3,379,777 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 67,495 1,942,300 SH   SOLE   1,942,300 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 46,342 1,736,952 SH   SOLE   1,736,952 0 0
SPRINT CORP COM SER 1 85207U105 104,097 12,203,617 SH   SOLE   12,203,617 0 0
SUNEDISON INC COM 86732Y109 125,335 5,545,800 SH   SOLE   5,545,800 0 0
SYNGENTA AG SPONSORED ADR 87160A100 33,762 451,358 SH   SOLE   451,358 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 648,374 13,812,831 SH   SOLE   13,812,831 0 0
TERADYNE INC COM 880770102 61,287 3,126,880 SH   SOLE   3,126,880 0 0
THE ADT CORPORATION COM 00101J106 74,398 2,129,297 SH   SOLE   2,129,297 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,291,179 10,942,193 SH   SOLE   10,942,193 0 0
TIME WARNER CABLE INC COM 88732J207 394,670 2,679,360 SH   SOLE   2,679,360 0 0
T-MOBILE US INC COM 872590104 284,040 8,448,538 SH   SOLE   8,448,538 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 11,960 124,896 SH   SOLE   124,896 0 0
VCA INC COM 918194101 308,482 8,791,170 SH   SOLE   8,791,170 0 0
WALGREEN CO COM 931422109 37,065 500,000 SH Call SOLE   500,000 0 0
WALGREEN CO COM 931422109 265,232 3,577,926 SH   SOLE   3,577,926 0 0
WELLPOINT INC COM 94973V107 485,945 4,515,800 SH   SOLE   4,515,800 0 0