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
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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
ABBVIE INC COM 00287Y109 570,905 9,116,969 SH   SOLE   9,116,969 0 0
AETNA INC NEW COM 00817Y108 644,116 5,194,064 SH   SOLE   5,194,064 0 0
ALPHABET INC CAP STK CL A 02079K305 605,119 763,605 SH   SOLE   763,605 0 0
ANTHEM INC COM 036752103 844,512 5,874,049 SH   SOLE   5,874,049 0 0
APPLE INC COM 037833100 365,191 3,153,095 SH   SOLE   3,153,095 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 35,461 574,731 SH   SOLE   574,731 0 0
AVIS BUDGET GROUP COM 053774105 304,371 8,298,004 SH   SOLE   8,298,004 0 0
BROOKDALE SR LIVING INC COM 112463104 206,550 16,630,415 SH   SOLE   16,630,415 0 0
CBS CORP NEW CL B 124857202 326,278 5,128,539 SH   SOLE   5,128,539 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 222,446 772,597 SH   SOLE   772,597 0 0
CIGNA CORPORATION COM 125509109 755,266 5,662,086 SH   SOLE   5,662,086 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 1,221 8,031,020 SH   SOLE   8,031,020 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 63,242 2,014,061 SH   SOLE   2,014,061 0 0
COMPUTER SCIENCES CORP COM 205363104 514,295 8,655,256 SH   SOLE   8,655,256 0 0
DOW CHEM CO COM 260543103 503,426 8,798,083 SH   SOLE   8,798,083 0 0
EBAY INC COM 278642103 48,907 1,647,248 SH   SOLE   1,647,248 0 0
ENDO INTL PLC SHS G30401106 70,010 4,250,784 SH   SOLE   4,250,784 0 0
F M C CORP COM NEW 302491303 540,025 9,547,818 SH   SOLE   9,547,818 0 0
FIRST DATA CORP NEW COM CL A 32008D106 192,237 13,547,383 SH   SOLE   13,547,383 0 0
FLEX LTD ORD Y2573F102 534,141 37,170,589 SH   SOLE   37,170,589 0 0
HCA HOLDINGS INC COM 40412C101 1,345,790 18,181,441 SH   SOLE   18,181,441 0 0
HCA HOLDINGS INC COM 40412C101 18,505 250,000 SH Call SOLE   250,000 0 0
HEALTHSOUTH CORP COM NEW 421924309 299,806 7,269,780 SH   SOLE   7,269,780 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 94,107 4,364,904 SH   SOLE   4,364,904 0 0
HUMANA INC COM 444859102 1,288,203 6,313,790 SH   SOLE   6,313,790 0 0
KINDER MORGAN INC DEL COM 49456B101 37,685 1,819,630 SH   SOLE   1,819,630 0 0
KINDRED HEALTHCARE INC COM 494580103 15,698 1,999,713 SH   SOLE   1,999,713 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 537,689 4,188,260 SH   SOLE   4,188,260 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 239,225 7,820,359 SH   SOLE   7,820,359 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 173,476 5,840,944 SH   SOLE   5,840,944 0 0
LOWES COS INC COM 548661107 289,894 4,076,119 SH   SOLE   4,076,119 0 0
MANPOWERGROUP INC COM 56418H100 153,965 1,732,470 SH   SOLE   1,732,470 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 54,408 3,922,703 SH   SOLE   3,922,703 0 0
MCKESSON CORP COM 58155Q103 96,000 683,516 SH   SOLE   683,516 0 0
MERITOR INC COM 59001K100 100,935 8,126,817 SH   SOLE   8,126,817 0 0
MONSANTO CO NEW COM 61166W101 32,026 304,400 SH   SOLE   304,400 0 0
PHH CORP COM NEW 693320202 68,845 4,541,229 SH   SOLE   4,541,229 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 135,840 13,847,112 SH   SOLE   13,847,112 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 526,824 6,927,335 SH   SOLE   6,927,335 0 0
REALOGY HLDGS CORP COM 75605Y106 180,151 7,001,585 SH   SOLE   7,001,585 0 0
TAILORED BRANDS INC COM 87403A107 61,320 2,400,000 SH   SOLE   2,400,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 265,491 17,890,230 SH   SOLE   17,890,230 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 516,388 3,659,734 SH   SOLE   3,659,734 0 0
TIME WARNER INC COM NEW 887317303 38,612 400,000 SH   SOLE   400,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 187,539 1,762,915 SH   SOLE   1,762,915 0 0
VEREIT INC COM 92339V100 151,593 17,918,813 SH   SOLE   17,918,813 0 0
VISA INC COM CL A 92826C839 146,661 1,879,783 SH   SOLE   1,879,783 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 124,140 1,500,000 SH   SOLE   1,500,000 0 0
WILLIAMS COS INC DEL COM 969457100 262,820 8,439,958 SH   SOLE   8,439,958 0 0