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
3-D SYS CORP DEL COM NEW 88554D205 16,532 1,426,390 SH   SOLE 1,426,390 0 0
ACCO BRANDS CORP COM 00081T108 3,640 290,000 SH   SOLE 290,000 0 0
ALLERGAN PLC SHS G0177J108 27,936 166,000 SH   SOLE 166,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,750 96,000 SH   SOLE 96,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,385 2,300 SH   SOLE 2,300 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 4,937 245,000 SH   SOLE 245,000 0 0
AMC NETWORKS INC CL A 00164V103 3,252 62,900 SH   SOLE 62,900 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,535 41,000 SH   SOLE 41,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 4,858 85,600 SH   SOLE 85,600 0 0
APPLE INC COM 037833100 10,499 62,575 SH   SOLE 62,575 0 0
ARGAN INC COM 04010E109 3,853 89,700 SH   SOLE 89,700 0 0
ARRIS INTL INC SHS G0551A103 3,502 131,800 SH   SOLE 131,800 0 0
AT&T INC COM 00206R102 28,520 800,000 SH   SOLE 800,000 0 0
BEST BUY INC COM 086516101 3,486 49,800 SH   SOLE 49,800 0 0
BLOCK H & R INC COM 093671105 3,303 130,000 SH   SOLE 130,000 0 0
BOJANGLES INC COM 097488100 3,781 273,000 SH   SOLE 273,000 0 0
BRINKER INTL INC COM 109641100 3,729 103,300 SH   SOLE 103,300 0 0
CA INC COM 12673P105 3,476 102,550 SH   SOLE 102,550 0 0
CARDINAL HEALTH INC COM 14149Y108 8,443 134,700 SH   SOLE 134,700 0 0
CENTURYLINK INC COM 156700106 22,591 1,375,000 SH   SOLE 1,375,000 0 0
CHICOS FAS INC COM 168615102 3,752 415,000 SH   SOLE 415,000 0 0
CIGNA CORPORATION COM 125509109 4,194 25,000 SH   SOLE 25,000 0 0
CIRRUS LOGIC INC COM 172755100 3,454 85,000 SH   SOLE 85,000 0 0
CONVERGYS CORP COM 212485106 3,031 134,000 SH   SOLE 134,000 0 0
CVS HEALTH CORP COM 126650100 28,987 465,961 SH   SOLE 465,961 0 0
DELUXE CORP COM 248019101 3,841 51,900 SH   SOLE 51,900 0 0
DISCOVERY INC COM SER A 25470F104 2,357 110,000 SH   SOLE 110,000 0 0
DISCOVERY INC COM SER C 25470F302 2,943 150,794 SH   SOLE 150,794 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 3,373 196,450 SH   SOLE 196,450 0 0
DOVER MOTORSPORTS INC COM 260174107 2,132 1,015,000 SH   SOLE 1,015,000 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 2,965 56,278 SH   SOLE 56,278 0 0
EMCOR GROUP INC COM 29084Q100 3,678 47,200 SH   SOLE 47,200 0 0
ETSY INC COM 29786A106 2,301 82,000 SH   SOLE 82,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,661 53,000 SH   SOLE 53,000 0 0
EXXON MOBIL CORP COM 30231G102 318 4,263 SH   SOLE 4,263 0 0
FACEBOOK INC CL A 30303M102 2,397 15,000 SH   SOLE 15,000 0 0
FOOT LOCKER INC COM 344849104 3,866 84,900 SH   SOLE 84,900 0 0
FRANKLIN RES INC COM 354613101 2,594 74,800 SH   SOLE 74,800 0 0
GAMESTOP CORP NEW CL A 36467W109 2,461 195,000 SH   SOLE 195,000 0 0
GENTEX CORP COM 371901109 4,434 192,600 SH   SOLE 192,600 0 0
GILEAD SCIENCES INC COM 375558103 3,622 48,050 SH   SOLE 48,050 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 23,442 600,000 SH   SOLE 600,000 0 0
GRAHAM HLDGS CO COM 384637104 3,312 5,500 SH   SOLE 5,500 0 0
HANESBRANDS INC COM 410345102 25,328 1,375,000 SH   SOLE 1,375,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 5,406 173,000 SH   SOLE 173,000 0 0
HP INC COM 40434L105 3,748 171,000 SH   SOLE 171,000 0 0
INTEL CORP COM 458140100 1,206 23,162 SH   SOLE 23,162 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 20,627 134,436 SH   SOLE 134,436 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,685 160,000 SH   SOLE 160,000 0 0
J2 GLOBAL INC COM 48123V102 3,630 46,000 SH   SOLE 46,000 0 0
JOHNSON & JOHNSON COM 478160104 1,008 7,866 SH   SOLE 7,866 0 0
JPMORGAN CHASE & CO COM 46625H100 7,753 70,500 SH   SOLE 70,500 0 0
JUNIPER NETWORKS INC COM 48203R104 2,861 117,600 SH   SOLE 117,600 0 0
L BRANDS INC COM 501797104 3,286 86,000 SH   SOLE 86,000 0 0
LANNET INC COM 516012101 1,934 120,500 SH   SOLE 120,500 0 0
LIFETIME BRANDS INC COM 53222Q103 1,123 90,592 SH   SOLE 90,592 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 1,680 87,498 SH   SOLE 87,498 0 0
MANPOWERGROUP INC COM 56418H100 3,246 28,200 SH   SOLE 28,200 0 0
MARCUS & MILLICHAP INC COM 566324109 4,652 129,000 SH   SOLE 129,000 0 0
MEDNAX INC COM 58502B106 3,605 64,800 SH   SOLE 64,800 0 0
MEDTRONIC PLC SHS G5960L103 13,128 163,650 SH   SOLE 163,650 0 0
MICHAELS COS INC COM 59408Q106 3,193 162,000 SH   SOLE 162,000 0 0
MICROSOFT CORP COM 594918104 10,912 119,555 SH   SOLE 119,555 0 0
NAUTILUS INC COM 63910B102 3,578 266,000 SH   SOLE 266,000 0 0
NEW MEDIA INVT GROUP INC COM 64704V106 3,994 233,000 SH   SOLE 233,000 0 0
NIC INC COM 62914B100 3,551 267,000 SH   SOLE 267,000 0 0
NUTRI SYS INC NEW COM 67069D108 3,180 118,000 SH   SOLE 118,000 0 0
OMNICOM GROUP INC COM 681919106 26,386 363,100 SH   SOLE 363,100 0 0
OWENS ILL INC COM NEW 690768403 18,303 845,000 SH   SOLE 845,000 0 0
PFIZER INC COM 717081103 42,517 1,197,985 SH   SOLE 1,197,985 0 0
PHILIP MORRIS INTL INC COM 718172109 1,645 16,550 SH   SOLE 16,550 0 0
PITNEY BOWES INC COM 724479100 2,290 210,300 SH   SOLE 210,300 0 0
PROCTER AND GAMBLE CO COM 742718109 1,563 19,720 SH   SOLE 19,720 0 0
ROBERT HALF INTL INC COM 770323103 3,618 62,500 SH   SOLE 62,500 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 2,797 170,000 SH   SOLE 170,000 0 0
SMUCKER J M CO COM NEW 832696405 3,844 31,000 SH   SOLE 31,000 0 0
SP PLUS CORP COM 78469C103 2,919 82,000 SH   SOLE 82,000 0 0
STURM RUGER & CO INC COM 864159108 3,344 63,700 SH   SOLE 63,700 0 0
SYNTEL INC COM 87162H103 4,315 169,000 SH   SOLE 169,000 0 0
TARGET CORP COM 87612E106 1,875 27,000 SH   SOLE 27,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 3,580 74,000 SH   SOLE 74,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,669 100,000 SH   SOLE 100,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,708 33,000 SH   SOLE 33,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 3,797 44,200 SH   SOLE 44,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 33,007 690,232 SH   SOLE 690,232 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 15,713 240,000 SH   SOLE 240,000 0 0
WESTERN DIGITAL CORP COM 958102105 3,802 41,200 SH   SOLE 41,200 0 0
WESTERN UN CO COM 959802109 3,309 172,100 SH   SOLE 172,100 0 0
WPP PLC NEW ADR 92937A102 20,328 438,000 SH   SOLE 438,000 0 0