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 131,956 1,364,449 SH   SOLE   1,364,449 0 0
AETNA INC NEW COM 00817Y108 517,622 2,869,460 SH   SOLE   2,869,460 0 0
ALLERGAN PLC SHS G0177J108 188,866 1,154,576 SH   SOLE   1,154,576 0 0
ALPHABET INC CAP STK CL A 02079K305 518,012 491,752 SH   SOLE   491,752 0 0
ANTHEM INC COM 036752103 687,967 3,057,497 SH   SOLE   3,057,497 0 0
APPLE INC COM 037833100 213,503 1,261,612 SH   SOLE   1,261,612 0 0
APTIV PLC SHS G6095L109 249,037 2,935,720 SH   SOLE   2,935,720 0 0
ARAMARK COM 03852U106 73,304 1,715,109 SH   SOLE   1,715,109 0 0
AVIS BUDGET GROUP COM 053774105 333,400 7,598,004 SH   SOLE   7,598,004 0 0
BROOKDALE SR LIVING INC COM 112463104 177,032 18,250,718 SH   SOLE   18,250,718 0 0
CARDINAL HEALTH INC COM 14149Y108 46,015 751,018 SH   SOLE   751,018 0 0
CBS CORP NEW CL B 124857202 399,179 6,765,742 SH   SOLE   6,765,742 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 160,229 476,929 SH   SOLE   476,929 0 0
CIGNA CORPORATION COM 125509109 531,909 2,619,078 SH   SOLE   2,619,078 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 804 8,031,020 SH   SOLE   8,031,020 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 116,278 2,917,898 SH   SOLE   2,917,898 0 0
COMCAST CORP NEW CL A 20030N101 110,633 2,762,360 SH   SOLE   2,762,360 0 0
CONDUENT INC COM 206787103 82,121 5,081,773 SH   SOLE   5,081,773 0 0
CVS HEALTH CORP COM 126650100 494,568 6,821,631 SH   SOLE   6,821,631 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 122,078 2,326,629 SH   SOLE   2,326,629 0 0
DOWDUPONT INC COM 26078J100 1,063,561 14,933,459 SH   SOLE   14,933,459 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 130,874 1,105,262 SH   SOLE   1,105,262 0 0
DXC TECHNOLOGY CO COM 23355L106 656,972 6,922,784 SH   SOLE   6,922,784 0 0
EBAY INC COM 278642103 500,775 13,269,082 SH   SOLE   13,269,082 0 0
ENDO INTL PLC SHS G30401106 149,098 19,238,422 SH   SOLE   19,238,422 0 0
F M C CORP COM NEW 302491303 1,009,869 10,668,384 SH   SOLE   10,668,384 0 0
FEDEX CORP COM 31428X106 132,038 529,127 SH   SOLE   529,127 0 0
FIRST DATA CORP NEW COM CL A 32008D106 459,073 27,472,976 SH   SOLE   27,472,976 0 0
FLEX LTD ORD Y2573F102 709,395 39,432,751 SH   SOLE   39,432,751 0 0
HCA HEALTHCARE INC COM 40412C101 1,084,923 12,351,122 SH   SOLE   12,351,122 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 95,193 4,307,353 SH   SOLE   4,307,353 0 0
IQVIA HLDGS INC COM 46266C105 839,682 8,576,935 SH   SOLE   8,576,935 0 0
KINDER MORGAN INC DEL COM 49456B101 32,881 1,819,630 SH   SOLE   1,819,630 0 0
KINDRED HEALTHCARE INC COM 494580103 19,305 1,990,247 SH   SOLE   1,990,247 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 425,960 2,670,426 SH   SOLE   2,670,426 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 246,453 6,876,465 SH   SOLE   6,876,465 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 211,132 6,239,140 SH   SOLE   6,239,140 0 0
LOWES COS INC COM 548661107 125,593 1,351,331 SH   SOLE   1,351,331 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 43,160 391,230 SH   SOLE   391,230 0 0
MCKESSON CORP COM 58155Q103 592,917 3,801,966 SH   SOLE   3,801,966 0 0
MERITOR INC COM 59001K100 114,089 4,863,111 SH   SOLE   4,863,111 0 0
MICHAELS COS INC COM 59408Q106 87,975 3,636,818 SH   SOLE   3,636,818 0 0
MOHAWK INDS INC COM 608190104 80,715 292,551 SH   SOLE   292,551 0 0
MONSANTO CO NEW COM 61166W101 37,971 325,149 SH   SOLE   325,149 0 0
NEWELL BRANDS INC COM 651229106 525,700 17,012,932 SH   SOLE   17,012,932 0 0
PENTAIR PLC SHS G7S00T104 157,818 2,234,747 SH   SOLE   2,234,747 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 142,140 14,328,633 SH   SOLE   14,328,633 0 0
REALOGY HLDGS CORP COM 75605Y106 103,261 3,896,651 SH   SOLE   3,896,651 0 0
SHIRE PLC SPONSORED ADR 82481R106 890,173 5,738,610 SH   SOLE   5,738,610 0 0
TAILORED BRANDS INC COM 87403A107 2,893 132,517 SH   SOLE   132,517 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 271,293 17,895,314 SH   SOLE   17,890,230 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 631,840 3,327,576 SH   SOLE   3,327,576 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 467,745 4,126,555 SH   SOLE   4,126,555 0 0
VANTIV INC CL A 92210H105 153,827 2,091,464 SH   SOLE   2,091,464 0 0
VEREIT INC COM 92339V100 159,486 20,473,142 SH   SOLE   20,473,142 0 0
VISA INC COM CL A 92826C839 182,753 1,602,813 SH   SOLE   1,602,813 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 495,973 6,829,696 SH   SOLE   6,829,696 0 0
WILLIAMS COS INC DEL COM 969457100 309,455 10,149,408 SH   SOLE   10,149,408 0 0