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
AETNA INC NEW COM 00817Y108 478,983 2,834,217 SH   SOLE   2,834,217 0 0
ALLERGAN PLC SHS G0177J108 256,960 1,526,890 SH   SOLE   1,526,890 0 0
ALPHABET INC CAP STK CL A 02079K305 416,648 401,728 SH   SOLE   401,728 0 0
AMERISOURCEBERGEN CORP COM 03073E105 83,791 971,936 SH   SOLE   971,936 0 0
ANTHEM INC COM 036752103 501,209 2,281,335 SH   SOLE   2,281,335 0 0
APTIV PLC SHS G6095L109 228,095 2,684,416 SH   SOLE   2,684,416 0 0
ARAMARK COM 03852U106 174,908 4,421,330 SH   SOLE   4,421,330 0 0
AVIS BUDGET GROUP COM 053774105 289,919 6,189,555 SH   SOLE   6,189,555 0 0
BROOKDALE SR LIVING INC COM 112463104 112,525 16,769,719 SH   SOLE   16,769,719 0 0
CARDINAL HEALTH INC COM 14149Y108 189,055 3,016,195 SH   SOLE   3,016,195 0 0
CBS CORP NEW CL B 124857202 337,792 6,573,114 SH   SOLE   6,573,114 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 56,873 182,742 SH   SOLE   182,742 0 0
CIGNA CORPORATION COM 125509109 360,772 2,150,778 SH   SOLE   2,150,778 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 369 8,031,020 SH   SOLE   8,031,020 0 0
COMCAST CORP NEW CL A 20030N101 75,513 2,209,921 SH   SOLE   2,209,921 0 0
CONDUENT INC COM 206787103 22,902 1,228,671 SH   SOLE   1,228,671 0 0
CVS HEALTH CORP COM 126650100 484,889 7,794,388 SH   SOLE   7,794,388 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 122,211 2,564,770 SH   SOLE   2,564,770 0 0
DOWDUPONT INC COM 26078J100 828,693 13,007,271 SH   SOLE   13,007,271 0 0
DOWDUPONT INC COM 26078J100 19,113 300,000 SH Call SOLE   300,000 0 0
DXC TECHNOLOGY CO COM 23355L106 529,059 5,262,698 SH   SOLE   5,262,698 0 0
EBAY INC COM 278642103 462,549 11,494,757 SH   SOLE   11,494,757 0 0
ENDO INTL PLC SHS G30401106 127,641 21,488,422 SH   SOLE   21,488,422 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 320,668 4,641,986 SH   SOLE   4,641,986 0 0
F M C CORP COM NEW 302491303 781,695 10,208,898 SH   SOLE   10,208,898 0 0
FACEBOOK INC CL A 30303M102 33,951 212,473 SH   SOLE   212,473 0 0
FEDEX CORP COM 31428X106 285,063 1,187,217 SH   SOLE   1,187,217 0 0
FIRST DATA CORP NEW COM CL A 32008D106 407,562 25,472,608 SH   SOLE   25,472,608 0 0
FLEX LTD ORD Y2573F102 533,263 32,655,437 SH   SOLE   32,655,437 0 0
HCA HEALTHCARE INC COM 40412C101 1,150,380 11,859,592 SH   SOLE   11,859,592 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 97,032 4,888,272 SH   SOLE   4,888,272 0 0
HUMANA INC COM 444859102 39,400 146,560 SH   SOLE   146,560 0 0
IQVIA HLDGS INC COM 46266C105 757,408 7,719,983 SH   SOLE   7,719,983 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 300,343 1,856,832 SH   SOLE   1,856,832 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 210,359 6,718,590 SH   SOLE   6,718,590 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 171,409 5,632,898 SH   SOLE   5,632,898 0 0
LOWES COS INC COM 548661107 193,569 2,205,920 SH   SOLE   2,205,920 0 0
MCKESSON CORP COM 58155Q103 619,584 4,398,271 SH   SOLE   4,398,271 0 0
MERITOR INC COM 59001K100 109,314 5,316,836 SH   SOLE   5,316,836 0 0
MICHAELS COS INC COM 59408Q106 74,645 3,787,143 SH   SOLE   3,787,143 0 0
MOHAWK INDS INC COM 608190104 43,237 186,190 SH   SOLE   186,190 0 0
NEWELL BRANDS INC COM 651229106 661,690 25,968,987 SH   SOLE   25,968,987 0 0
PENTAIR PLC SHS G7S00T104 268,931 3,947,316 SH   SOLE   3,947,316 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 129,152 13,411,427 SH   SOLE   13,411,427 0 0
REALOGY HLDGS CORP COM 75605Y106 97,157 3,561,472 SH   SOLE   3,561,472 0 0
SHIRE PLC SPONSORED ADR 82481R106 896,592 6,001,684 SH   SOLE   6,001,684 0 0
T MOBILE US INC COM 872590104 274,767 4,501,420 SH   SOLE   4,501,420 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 433,961 17,895,314 SH   SOLE   17,895,314 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 611,688 2,962,743 SH   SOLE   2,962,743 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 482,014 4,070,718 SH   SOLE   4,070,718 0 0
VEREIT INC COM 92339V100 107,591 15,458,526 SH   SOLE   15,458,526 0 0
VISA INC COM CL A 92826C839 47,838 399,915 SH   SOLE   399,915 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 535,867 8,184,927 SH   SOLE   8,184,927 0 0
WILLIAMS COS INC DEL COM 969457100 258,532 10,399,522 SH   SOLE   10,399,522 0 0