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
ACI WORLDWIDE INC COM 004498101 36,606 677,129 SH   SOLE   677,129 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 224,719 2,717,938 SH   SOLE   2,717,938 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 419,194 8,620,064 SH   SOLE   8,620,064 0 0
AMERICAN TOWER CORP NEW COM 03027X100 132,152 1,782,711 SH   SOLE   1,782,711 0 0
AMERISOURCEBERGEN CORP COM 03073E105 87,121 1,425,876 SH   SOLE   1,425,876 0 0
AON PLC SHS CL A G0408V102 166,311 2,234,157 SH   SOLE   2,234,157 0 0
APPLE INC COM 037833100 160,183 335,990 SH   SOLE   335,990 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 186,394 5,527,708 SH   SOLE   5,527,708 0 0
BIG LOTS INC COM 089302103 61,908 1,669,136 SH   SOLE   1,669,136 0 0
CALPINE CORP COM NEW 131347304 86,016 4,426,959 SH   SOLE   4,426,959 0 0
CANADIAN PAC RY LTD COM 13645T100 92,258 748,239 SH   SOLE   748,239 0 0
CAPITAL ONE FINL CORP COM 14040H105 93,059 1,353,780 SH   SOLE   1,353,780 0 0
CARTER INC COM 146229109 61,260 807,225 SH   SOLE   807,225 0 0
CBS CORP NEW CL B 124857202 245,435 4,449,502 SH   SOLE   4,449,502 0 0
CENTERPOINT ENERGY INC COM 15189T107 39,301 1,639,600 SH   SOLE   1,639,600 0 0
CHIMERA INVT CORP COM 16934Q109 33,362 10,974,343 SH   SOLE   10,974,343 0 0
CIGNA CORPORATION COM 125509109 213,641 2,779,610 SH   SOLE   2,779,610 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 6,404 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 152,515 3,143,995 SH   SOLE   3,143,995 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 390,729 9,415,163 SH   SOLE   9,415,163 0 0
COMPUTER SCIENCES CORP COM 205363104 339,989 6,571,110 SH   SOLE   6,571,110 0 0
CONSTELLATION BRANDS INC CL A 21036P108 37,589 654,864 SH   SOLE   654,864 0 0
CROWN CASTLE INTL CORP COM 228227104 410,919 5,626,718 SH   SOLE   5,626,718 0 0
DOLLAR GEN CORP NEW COM 256677105 125,161 2,216,812 SH   SOLE   2,216,812 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 26,788 1,623,522 SH   SOLE   1,623,522 0 0
ELECTRONIC ARTS INC COM 285512109 196,125 7,676,113 SH   SOLE   7,676,113 0 0
EVERTEC INC COM 30040P103 46,882 2,110,863 SH   SOLE   2,110,863 0 0
FAMILY DLR STORES INC COM 307000109 83,635 1,161,269 SH   SOLE   1,161,269 0 0
FAMILY DLR STORES INC COM 307000109 72,020 1,000,000 SH Call SOLE   1,000,000 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 70,437 2,648,000 SH   SOLE   2,648,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 246,657 5,311,311 SH   SOLE   5,311,311 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 537,955 59,180,959 SH   SOLE   59,180,959 0 0
FOSSIL GROUP INC COM 34988V106 49,588 426,599 SH   SOLE   426,599 0 0
GENERAL MTRS CO COM 37045V100 208,362 5,792,667 SH   SOLE   5,792,667 0 0
GLOBAL PMTS INC COM 37940X102 76,471 1,497,080 SH   SOLE   1,497,080 0 0
HCA HOLDINGS INC COM 40412C101 442,108 10,341,713 SH   SOLE   10,341,713 0 0
HEALTH MGMT ASSOC INC NEW CL A 421933102 483,297 37,757,583 SH   SOLE   37,757,583 0 0
HOSPIRA INC COM 441060100 123,625 3,152,089 SH   SOLE   3,152,089 0 0
HUMANA INC COM 444859102 344,434 3,690,499 SH   SOLE   3,690,499 0 0
LAMAR ADVERTISING CO CL A 512815101 58,497 1,243,831 SH   SOLE   1,243,831 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 318,112 4,251,124 SH   SOLE   4,251,124 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 168,817 3,620,345 SH   SOLE   3,620,345 0 0
MCKESSON CORP COM 58155Q103 591,840 4,612,936 SH   SOLE   4,612,936 0 0
MERITOR INC COM 59001K100 71,014 9,034,914 SH   SOLE   9,034,914 0 0
MICROSOFT CORP COM 594918104 287,844 8,649,165 SH   SOLE   8,649,165 0 0
MONSANTO CO NEW COM 61166W101 67,360 645,400 SH   SOLE   645,400 0 0
NRG ENERGY INC COM NEW 629377508 14,344 524,839 SH   SOLE   524,839 0 0
NXP SEMICONDUCTORS N V COM N6596X109 93,710 2,518,420 SH   SOLE   2,518,420 0 0
PENNEY J C INC COM 708160106 108,922 12,370,487 SH   SOLE   12,370,487 0 0
PENTAIR LTD SHS H6169Q108 258,666 3,983,150 SH   SOLE   3,983,150 0 0
PHILLIPS 66 COM 718546104 140,646 2,432,481 SH   SOLE   2,432,481 0 0
PVH CORP COM 693656100 209,274 1,763,201 SH   SOLE   1,763,201 0 0
REALOGY HLDGS CORP COM 75605Y106 40,383 938,700 SH   SOLE   938,700 0 0
SCORPIO TANKERS INC SHS Y7542C106 21,987 2,252,800 SH   SOLE   2,252,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 77,653 4,273,712 SH   SOLE   4,273,712 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 411,873 9,999,339 SH   SOLE   9,999,339 0 0
THE ADT CORPORATION COM 00101J106 82,314 2,024,452 SH   SOLE   2,024,452 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 744,909 8,083,661 SH   SOLE   8,083,661 0 0
TIME WARNER CABLE INC COM 88732J207 259,371 2,324,116 SH   SOLE   2,324,116 0 0
T-MOBILE US INC COM 872590104 88,566 3,410,306 SH   SOLE   3,410,306 0 0
UNITED PARCEL SERVICE INC CL B 911312106 55,882 611,600 SH   SOLE   611,600 0 0
UNWIRED PLANET INC NEW COM 91531F103 2,797 1,616,802 SH   SOLE   1,616,802 0 0
URS CORP NEW COM 903236107 224,240 4,171,911 SH   SOLE   4,171,911 0 0
WALGREEN CO COM 931422109 400,429 7,442,926 SH   SOLE   7,442,926 0 0
XEROX CORP COM 984121103 259,111 25,180,866 SH   SOLE   25,180,866 0 0