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
3M CO COM 88579Y101 210,375 1,500,000 SH Put SOLE   1,500,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 256,485 2,317,353 SH   SOLE   2,317,353 0 0
AETNA INC NEW COM 00817Y108 124,521 1,815,441 SH   SOLE   1,815,441 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 440,054 8,620,064 SH   SOLE   8,620,064 0 0
AMERICAN TOWER CORP NEW COM 03027X100 142,296 1,782,711 SH   SOLE   1,782,711 0 0
AON PLC SHS CL A G0408V102 162,340 1,935,157 SH   SOLE   1,935,157 0 0
AON PLC SHS CL A G0408V102 41,945 500,000 SH Call SOLE   500,000 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 188,992 5,527,708 SH   SOLE   5,527,708 0 0
CALPINE CORP COM NEW 131347304 86,370 4,426,959 SH   SOLE   4,426,959 0 0
CANADIAN PAC RY LTD COM 13645T100 90,480 597,939 SH   SOLE   597,939 0 0
CAPITAL ONE FINL CORP COM 14040H105 64,260 838,800 SH   SOLE   838,800 0 0
CARTER INC COM 146229109 75,654 1,053,829 SH   SOLE   1,053,829 0 0
CBS CORP NEW CL B 124857202 283,611 4,449,502 SH   SOLE   4,449,502 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 47,524 347,500 SH   SOLE   347,500 0 0
CHIMERA INVT CORP COM 16934Q109 24,525 7,911,143 SH   SOLE   7,911,143 0 0
CIGNA CORPORATION COM 125509109 235,716 2,694,510 SH   SOLE   2,694,510 0 0
CITIGROUP INC COM NEW 172967424 26,065 500,000 SH Call SOLE   500,000 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 5,565 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 163,834 3,143,995 SH   SOLE   3,143,995 0 0
COMCAST CORP NEW CL A 20030N101 114,391 2,201,303 SH   SOLE   2,201,303 0 0
COMCAST CORP NEW CL A 20030N101 25,983 500,000 SH Call SOLE   500,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 371,992 9,472,670 SH   SOLE   9,472,670 0 0
COMPUTER SCIENCES CORP COM 205363104 298,997 5,350,689 SH   SOLE   5,350,689 0 0
CROWN CASTLE INTL CORP COM 228227104 574,611 7,825,290 SH   SOLE   7,825,290 0 0
DOLLAR GEN CORP NEW COM 256677105 177,788 2,947,412 SH   SOLE   2,947,412 0 0
ELECTRONIC ARTS INC COM 285512109 182,515 7,956,191 SH   SOLE   7,956,191 0 0
EVERTEC INC COM 30040P103 108,849 4,414,000 SH   SOLE   4,414,000 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 132,772 4,091,600 SH   SOLE   4,091,600 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 267,465 4,982,585 SH   SOLE   4,982,585 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 467,606 60,180,959 SH   SOLE   60,180,959 0 0
FOSSIL GROUP INC COM 34988V106 99,571 830,176 SH   SOLE   830,176 0 0
GENERAL MTRS CO COM 37045V100 259,225 6,342,667 SH   SOLE   6,342,667 0 0
GLOBAL PMTS INC COM 37940X102 87,293 1,343,180 SH   SOLE   1,343,180 0 0
HCA HOLDINGS INC COM 40412C101 612,678 12,841,713 SH   SOLE   12,841,713 0 0
HEALTH MGMT ASSOC INC NEW CL A 421933102 494,624 37,757,583 SH   SOLE   37,757,583 0 0
HUMANA INC COM 444859102 344,806 3,340,499 SH   SOLE   3,340,499 0 0
JABIL CIRCUIT INC COM 466313103 49,219 2,822,181 SH   SOLE   2,822,181 0 0
LAMAR ADVERTISING CO CL A 512815101 78,053 1,493,831 SH   SOLE   1,493,831 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 208,435 2,749,798 SH   SOLE   2,749,798 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 242,041 4,580,637 SH   SOLE   4,580,637 0 0
LOCKHEED MARTIN CORP COM 539830109 178,392 1,200,000 SH Put SOLE   1,200,000 0 0
MCKESSON CORP COM 58155Q103 492,419 3,050,925 SH   SOLE   3,050,925 0 0
MERITOR INC COM 59001K100 101,566 9,737,854 SH   SOLE   9,737,854 0 0
MICROSOFT CORP COM 594918104 196,850 5,261,967 SH   SOLE   5,261,967 0 0
MONSANTO CO NEW COM 61166W101 579,665 4,973,530 SH   SOLE   4,973,530 0 0
NORTHROP GRUMMAN CORP COM 666807102 192,545 1,680,000 SH Put SOLE   1,680,000 0 0
NRG ENERGY INC COM NEW 629377508 29,433 1,024,839 SH   SOLE   1,024,839 0 0
NXP SEMICONDUCTORS N V COM N6596X109 99,054 2,156,620 SH   SOLE   2,156,620 0 0
PENNEY J C INC COM 708160106 113,190 12,370,487 SH   SOLE   12,370,487 0 0
PENTAIR LTD SHS H6169Q108 302,824 3,898,850 SH   SOLE   3,898,850 0 0
PHH CORP COM NEW 693320202 68,328 2,806,065 SH   SOLE   2,806,065 0 0
PHILLIPS 66 COM 718546104 187,617 2,432,481 SH   SOLE   2,432,481 0 0
PVH CORP COM 693656100 352,047 2,588,201 SH   SOLE   2,588,201 0 0
RAYTHEON CO COM NEW 755111507 128,794 1,420,000 SH Put SOLE   1,420,000 0 0
REALOGY HLDGS CORP COM 75605Y106 58,805 1,188,700 SH   SOLE   1,188,700 0 0
RIVERBED TECHNOLOGY INC COM 768573107 9,040 500,000 SH   SOLE   500,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 26,561 2,252,800 SH   SOLE   2,252,800 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 581,796 13,812,831 SH   SOLE   13,812,831 0 0
THE ADT CORPORATION COM 00101J106 206,004 5,090,297 SH   SOLE   5,090,297 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 950,383 8,535,093 SH   SOLE   8,535,093 0 0
TIME WARNER CABLE INC COM 88732J207 409,628 3,023,082 SH   SOLE   3,023,082 0 0
T-MOBILE US INC COM 872590104 166,865 4,960,306 SH   SOLE   4,960,306 0 0
UNWIRED PLANET INC NEW COM 91531F103 2,231 1,616,802 SH   SOLE   1,616,802 0 0
URS CORP NEW COM 903236107 151,693 2,862,666 SH   SOLE   2,862,666 0 0
VERIFONE SYS INC COM 92342Y109 51,048 1,903,347 SH   SOLE   1,903,347 0 0
WALGREEN CO COM 931422109 341,856 5,951,526 SH   SOLE   5,951,526 0 0
XEROX CORP COM 984121103 113,644 9,338,057 SH   SOLE   9,338,057 0 0