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 135,773 1,073,303 SH   SOLE   1,073,303 0 0
AETNA INC NEW COM 00817Y108 402,305 5,366,213 SH   SOLE   5,366,213 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 50,219 962,606 SH   SOLE   962,606 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 492,758 9,853,198 SH   SOLE   9,853,198 0 0
AMERICAN TOWER CORP NEW COM 03027X100 145,951 1,782,711 SH   SOLE   1,782,711 0 0
AON PLC SHS CL A G0408V102 164,889 1,956,444 SH   SOLE   1,956,444 0 0
APPLIED MATLS INC COM 038222105 225,363 11,039,080 SH   SOLE   11,039,080 0 0
AVIS BUDGET GROUP COM 053774105 104,975 2,155,542 SH   SOLE   2,155,542 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 183,284 5,520,608 SH   SOLE   5,520,608 0 0
CANADIAN PAC RY LTD COM 13645T100 53,447 355,297 SH   SOLE   355,297 0 0
CAPITAL ONE FINL CORP COM 14040H105 69,814 904,800 SH   SOLE   904,800 0 0
CARTER INC COM 146229109 120,655 1,553,829 SH   SOLE   1,553,829 0 0
CBS CORP NEW CL B 124857202 191,503 3,098,758 SH   SOLE   3,098,758 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 52,763 4,177,600 SH   SOLE   4,177,600 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 71,706 582,028 SH   SOLE   582,028 0 0
CIGNA CORPORATION COM 125509109 172,485 2,060,010 SH   SOLE   2,060,010 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 5,496 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 246,634 5,181,395 SH   SOLE   5,181,395 0 0
COMCAST CORP NEW CL A 20030N101 34,291 685,265 SH   SOLE   685,265 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 473,714 12,093,795 SH   SOLE   12,093,795 0 0
COMMUNITY HEALTH SYS INC NEW RIGHT 01/27/2016 203668116 1,513 25,007,583 SH   SOLE   25,007,583 0 0
COMPUTER SCIENCES CORP COM 205363104 319,557 5,254,142 SH   SOLE   5,254,142 0 0
CROWN CASTLE INTL CORP COM 228227104 622,614 8,438,790 SH   SOLE   8,438,790 0 0
DOLLAR GEN CORP NEW COM 256677105 361,958 6,524,112 SH   SOLE   6,524,112 0 0
DRESSER-RAND GROUP INC COM 261608103 52,026 890,711 SH   SOLE   890,711 0 0
EBAY INC COM 278642103 297,958 5,393,877 SH   SOLE   5,393,877 0 0
ELECTRONIC ARTS INC COM 285512109 139,715 4,816,091 SH   SOLE   4,816,091 0 0
ENDO INTL PLC SHS G30401106 134,842 1,964,201 SH   SOLE   1,964,201 0 0
EVERTEC INC COM 30040P103 104,096 4,214,400 SH   SOLE   4,214,400 0 0
FAMILY DLR STORES INC COM 307000109 52,696 908,400 SH   SOLE   908,400 0 0
FAMILY DLR STORES INC COM 307000109 58,010 1,000,000 SH Call SOLE   1,000,000 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 126,548 4,025,053 SH   SOLE   4,025,053 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 184,979 3,460,785 SH   SOLE   3,460,785 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 556,072 60,180,959 SH   SOLE   60,180,959 0 0
FOSSIL GROUP INC COM 34988V106 270,872 2,323,688 SH   SOLE   2,323,688 0 0
GENERAL MTRS CO COM 37045V100 170,127 4,942,667 SH   SOLE   4,942,667 0 0
GLOBAL PMTS INC COM 37940X102 103,129 1,450,280 SH   SOLE   1,450,280 0 0
HCA HOLDINGS INC COM 40412C101 674,190 12,841,713 SH   SOLE   12,841,713 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 353,339 13,263,493 SH   SOLE   13,263,493 0 0
HUMANA INC COM 444859102 578,500 5,132,182 SH   SOLE   5,132,182 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 105,396 1,073,169 SH   SOLE   1,073,169 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 233,509 4,280,637 SH   SOLE   4,280,637 0 0
MCKESSON CORP COM 58155Q103 425,278 2,408,550 SH   SOLE   2,408,550 0 0
MERITOR INC COM 59001K100 119,289 9,737,854 SH   SOLE   9,737,854 0 0
MICROSOFT CORP COM 594918104 101,982 2,487,967 SH   SOLE   2,487,967 0 0
MONSANTO CO NEW COM 61166W101 34,131 300,000 SH Call SOLE   300,000 0 0
MONSANTO CO NEW COM 61166W101 838,081 7,366,448 SH   SOLE   7,366,448 0 0
NXP SEMICONDUCTORS N V COM N6596X109 82,512 1,403,020 SH   SOLE   1,403,020 0 0
PENNEY J C INC COM 708160106 80,774 9,370,487 SH   SOLE   9,370,487 0 0
PENTAIR LTD SHS H6169Q108 114,415 1,442,082 SH   SOLE   1,442,082 0 0
PHH CORP COM NEW 693320202 72,509 2,806,065 SH   SOLE   2,806,065 0 0
PHILLIPS 66 COM 718546104 187,447 2,432,481 SH   SOLE   2,432,481 0 0
PVH CORP COM 693656100 442,086 3,543,208 SH   SOLE   3,543,208 0 0
QUEST DIAGNOSTICS INC COM 74834L100 113,019 1,951,300 SH   SOLE   1,951,300 0 0
SCORPIO TANKERS INC SHS Y7542C106 22,460 2,252,800 SH   SOLE   2,252,800 0 0
SEAWORLD ENTMT INC COM 81282V100 44,734 1,479,777 SH   SOLE   1,479,777 0 0
SPRINT CORP COM SER 1 85207U105 112,199 12,208,867 SH   SOLE   12,208,867 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 591,327 13,812,831 SH   SOLE   13,812,831 0 0
THE ADT CORPORATION COM 00101J106 162,530 5,426,697 SH   SOLE   5,426,697 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,149,602 9,560,893 SH   SOLE   9,560,893 0 0
TIME WARNER CABLE INC COM 88732J207 383,454 2,795,260 SH   SOLE   2,795,260 0 0
T-MOBILE US INC COM 872590104 279,055 8,448,538 SH   SOLE   8,448,538 0 0
UNITEDHEALTH GROUP INC COM 91324P102 138,779 1,692,631 SH   SOLE   1,692,631 0 0
URS CORP NEW COM 903236107 23,530 500,000 SH   SOLE   500,000 0 0
VCA ANTECH INC COM 918194101 49,565 1,537,859 SH   SOLE   1,537,859 0 0
WALGREEN CO COM 931422109 33,015 500,000 SH Call SOLE   500,000 0 0
WALGREEN CO COM 931422109 342,757 5,190,926 SH   SOLE   5,190,926 0 0
WELLPOINT INC COM 94973V107 421,291 4,231,950 SH   SOLE   4,231,950 0 0