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 731,564 3,606,426 SH   SOLE   3,606,426 0 0
ALBEMARLE CORP COM 012653101 34,318 343,932 SH   SOLE   343,932 0 0
ALLERGAN PLC SHS G0177J108 316,921 1,663,804 SH   SOLE   1,663,804 0 0
ALPHABET INC CAP STK CL A 02079K305 378,107 313,241 SH   SOLE   313,241 0 0
AMERISOURCEBERGEN CORP COM 03073E105 85,182 923,680 SH   SOLE   923,680 0 0
ANTHEM INC COM 036752103 352,688 1,286,949 SH   SOLE   1,286,949 0 0
APTIV PLC SHS G6095L109 122,432 1,459,261 SH   SOLE   1,459,261 0 0
ARAMARK COM 03852U106 359,289 8,351,681 SH   SOLE   8,351,681 0 0
AVIS BUDGET GROUP COM 053774105 139,384 4,336,772 SH   SOLE   4,336,772 0 0
BAUSCH HEALTH COS INC COM 071734107 90,605 3,529,605 SH   SOLE   3,529,605 0 0
BROOKDALE SR LIVING INC COM 112463104 102,851 10,462,926 SH   SOLE   10,462,926 0 0
CBS CORP NEW CL B 124857202 245,019 4,264,912 SH   SOLE   4,264,912 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 203,880 625,629 SH   SOLE   625,629 0 0
CIGNA CORPORATION COM 125509109 204,204 980,573 SH   SOLE   980,573 0 0
CIGNA CORPORATION COM 125509109 52,063 250,000 SH Call SOLE   250,000 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 12 8,031,020 SH   SOLE   8,031,020 0 0
CONDUENT INC COM 206787103 45,068 2,001,227 SH   SOLE   2,001,227 0 0
CVS HEALTH CORP COM 126650100 520,729 6,614,954 SH   SOLE   6,614,954 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 72,547 2,313,348 SH   SOLE   2,313,348 0 0
DOLLAR TREE INC COM 256746108 97,563 1,196,359 SH   SOLE   1,196,359 0 0
DOWDUPONT INC COM 26078J100 644,915 10,028,228 SH   SOLE   10,028,228 0 0
DXC TECHNOLOGY CO COM 23355L106 447,492 4,784,984 SH   SOLE   4,784,984 0 0
EBAY INC COM 278642103 382,287 11,577,436 SH   SOLE   11,577,436 0 0
ENDO INTL PLC SHS G30401106 219,186 13,023,538 SH   SOLE   13,023,538 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 817,413 8,603,438 SH   SOLE   8,603,438 0 0
F M C CORP COM NEW 302491303 743,370 8,526,844 SH   SOLE   8,526,844 0 0
FEDEX CORP COM 31428X106 339,615 1,410,421 SH   SOLE   1,410,421 0 0
FIRST DATA CORP NEW COM CL A 32008D106 538,488 22,006,029 SH   SOLE   22,006,029 0 0
FLEX LTD ORD Y2573F102 230,987 17,605,686 SH   SOLE   17,605,686 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 127,540 2,435,834 SH   SOLE   2,435,834 0 0
HCA HEALTHCARE INC COM 40412C101 603,099 4,335,102 SH   SOLE   4,335,102 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 78,632 4,815,161 SH   SOLE   4,815,161 0 0
HOLOGIC INC COM 436440101 341,573 8,335,108 SH   SOLE   8,335,108 0 0
IQVIA HLDGS INC COM 46266C105 687,230 5,296,977 SH   SOLE   5,296,977 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 13,443 77,399 SH   SOLE   77,399 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 164,695 5,692,865 SH   SOLE   5,692,865 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 143,065 5,080,421 SH   SOLE   5,080,421 0 0
LOWES COS INC COM 548661107 137,420 1,196,828 SH   SOLE   1,196,828 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 47,185 460,300 SH   SOLE   460,300 0 0
MCKESSON CORP COM 58155Q103 645,686 4,867,591 SH   SOLE   4,867,591 0 0
MERITOR INC COM 59001K100 162,508 8,394,008 SH   SOLE   8,394,008 0 0
MICHAELS COS INC COM 59408Q106 54,265 3,343,498 SH   SOLE   3,343,498 0 0
MICROSOFT CORP COM 594918104 160,248 1,401,141 SH   SOLE   1,401,141 0 0
MOHAWK INDS INC COM 608190104 53,504 305,126 SH   SOLE   305,126 0 0
NEWELL BRANDS INC COM 651229106 393,665 19,392,348 SH   SOLE   19,392,348 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 171,579 9,906,402 SH   SOLE   9,906,402 0 0
NVENT ELECTRIC PLC SHS G6700G107 167,227 6,157,097 SH   SOLE   6,157,097 0 0
NXP SEMICONDUCTORS N V COM N6596X109 174,066 2,035,855 SH   SOLE   2,035,855 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 155,803 12,494,222 SH   SOLE   12,494,222 0 0
SHIRE PLC SPONSORED ADR 82481R106 531,480 2,931,981 SH   SOLE   2,931,981 0 0
SYMANTEC CORP COM 871503108 133,739 6,284,724 SH   SOLE   6,284,724 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 509,301 17,895,314 SH   SOLE   17,895,314 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 539,403 2,209,942 SH   SOLE   2,209,942 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 356,874 2,791,568 SH   SOLE   2,791,568 0 0
VEREIT INC COM 92339V100 64,241 8,848,612 SH   SOLE   8,848,612 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 282,504 3,875,231 SH   SOLE   3,875,231 0 0
WILLIAMS COS INC DEL COM 969457100 232,701 8,558,315 SH   SOLE   8,558,315 0 0
WORLDPAY INC CL A 981558109 93,627 924,527 SH   SOLE   924,527 0 0