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
ABBVIE INC COM 00287Y109 475,796 7,301,967 SH   SOLE   7,301,967 0 0
AETNA INC NEW COM 00817Y108 641,458 5,029,073 SH   SOLE   5,029,073 0 0
ALPHABET INC CAP STK CL A 02079K305 536,969 633,368 SH   SOLE   633,368 0 0
ANTHEM INC COM 036752103 779,212 4,711,645 SH   SOLE   4,711,645 0 0
APPLE INC COM 037833100 451,560 3,143,258 SH   SOLE   3,143,258 0 0
AVIS BUDGET GROUP COM 053774105 245,455 8,298,004 SH   SOLE   8,298,004 0 0
BROOKDALE SR LIVING INC COM 112463104 197,834 14,730,718 SH   SOLE   14,730,718 0 0
CBS CORP NEW CL B 124857202 379,535 5,471,963 SH   SOLE   5,471,963 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 124,054 379,000 SH   SOLE   379,000 0 0
CIGNA CORPORATION COM 125509109 718,596 4,905,428 SH   SOLE   4,905,428 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 1,181 8,031,020 SH   SOLE   8,031,020 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 162,861 4,321,074 SH   SOLE   4,321,074 0 0
COMPUTER SCIENCES CORP COM 205363104 574,195 8,320,463 SH   SOLE   8,320,463 0 0
DOW CHEM CO COM 260543103 753,847 11,864,132 SH   SOLE   11,864,132 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 16,605 206,709 SH   SOLE   206,709 0 0
EBAY INC COM 278642103 55,158 1,643,060 SH   SOLE   1,643,060 0 0
ENDO INTL PLC SHS G30401106 115,823 10,378,390 SH   SOLE   10,378,390 0 0
F M C CORP COM NEW 302491303 736,097 10,577,624 SH   SOLE   10,577,624 0 0
FIRST DATA CORP NEW COM CL A 32008D106 166,151 10,719,432 SH   SOLE   10,719,432 0 0
FLEX LTD ORD Y2573F102 528,859 31,479,691 SH   SOLE   31,479,691 0 0
HAIN CELESTIAL GROUP INC COM 405217100 102,266 2,749,075 SH   SOLE   2,749,075 0 0
HCA HOLDINGS INC COM 40412C101 1,269,466 14,265,265 SH   SOLE   14,265,265 0 0
HCA HOLDINGS INC COM 40412C101 22,248 250,000 SH Call SOLE   250,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 76,560 4,364,904 SH   SOLE   4,364,904 0 0
HUMANA INC COM 444859102 1,095,792 5,315,768 SH   SOLE   5,315,768 0 0
INTEL CORP COM 458140100 177,881 4,931,557 SH   SOLE   4,931,557 0 0
KINDER MORGAN INC DEL COM 49456B101 39,559 1,819,630 SH   SOLE   1,819,630 0 0
KINDRED HEALTHCARE INC COM 494580103 16,698 1,999,713 SH   SOLE   1,999,713 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 382,346 2,664,988 SH   SOLE   2,664,988 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 279,196 7,783,565 SH   SOLE   7,783,565 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 204,095 5,824,640 SH   SOLE   5,824,640 0 0
LOWES COS INC COM 548661107 448,263 5,452,659 SH   SOLE   5,452,659 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 40,251 2,637,703 SH   SOLE   2,637,703 0 0
MCKESSON CORP COM 58155Q103 136,069 917,776 SH   SOLE   917,776 0 0
MERITOR INC COM 59001K100 122,082 7,126,817 SH   SOLE   7,126,817 0 0
MOHAWK INDS INC COM 608190104 82,361 358,887 SH   SOLE   358,887 0 0
MONSANTO CO NEW COM 61166W101 40,272 355,764 SH   SOLE   355,764 0 0
PHH CORP COM NEW 693320202 57,380 4,507,439 SH   SOLE   4,507,439 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 145,871 11,203,633 SH   SOLE   11,203,633 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 555,467 6,897,637 SH   SOLE   6,897,637 0 0
REALOGY HLDGS CORP COM 75605Y106 187,719 6,301,426 SH   SOLE   6,301,426 0 0
SHIRE PLC SPONSORED ADR 82481R106 176,927 1,015,477 SH   SOLE   1,015,477 0 0
T MOBILE US INC COM 872590104 51,006 789,690 SH   SOLE   789,690 0 0
TAILORED BRANDS INC COM 87403A107 35,856 2,400,000 SH   SOLE   2,400,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 316,836 17,890,230 SH   SOLE   17,890,230 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 456,508 2,972,060 SH   SOLE   2,972,060 0 0
TOTAL SYS SVCS INC COM 891906109 39,167 732,644 SH   SOLE   732,644 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 213,365 1,714,464 SH   SOLE   1,714,464 0 0
VEREIT INC COM 92339V100 143,874 16,946,243 SH   SOLE   16,946,243 0 0
VISA INC COM CL A 92826C839 187,685 2,111,904 SH   SOLE   2,111,904 0 0
WILLIAMS COS INC DEL COM 969457100 214,272 7,241,362 SH   SOLE   7,241,362 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 94,197 771,410 SH   SOLE   771,410 0 0