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
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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 143,050 2,443,632 SH   SOLE   2,443,632 0 0
ACTAVIS PLC SHS G0083B108 590,094 1,982,709 SH   SOLE   1,982,709 0 0
AETNA INC NEW COM 00817Y108 375,766 3,527,325 SH   SOLE   3,527,325 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 357,461 6,524,198 SH   SOLE   6,524,198 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 169,109 17,168,438 SH   SOLE   17,168,438 0 0
ANTHEM INC COM 036752103 755,621 4,893,600 SH   SOLE   4,893,600 0 0
APOLLO ED GROUP INC CL A 037604105 102,095 5,396,132 SH   SOLE   5,396,132 0 0
APPLIED MATLS INC COM 038222105 303,463 13,451,354 SH   SOLE   13,451,354 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 120,861 1,454,401 SH   SOLE   1,454,401 0 0
AUTONATION INC COM 05329W102 97,208 1,511,076 SH   SOLE   1,511,076 0 0
AVIS BUDGET GROUP COM 053774105 418,595 7,093,024 SH   SOLE   7,093,024 0 0
BROOKDALE SR LIVING INC COM 112463104 437,692 11,591,430 SH   SOLE   11,591,430 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 424,376 23,013,908 SH   SOLE   23,013,908 0 0
CARTER INC COM 146229109 149,486 1,616,593 SH   SOLE   1,616,593 0 0
CBS CORP NEW CL B 124857202 418,066 6,895,366 SH   SOLE   6,895,366 0 0
CDW CORP COM 12514G108 40,218 1,079,980 SH   SOLE   1,079,980 0 0
CIGNA CORPORATION COM 125509109 230,253 1,778,837 SH   SOLE   1,778,837 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 6,250 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 276,420 5,365,300 SH   SOLE   5,365,300 0 0
CITIZENS FINL GROUP INC COM 174610105 115,615 4,791,350 SH   SOLE   4,791,350 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 632,264 12,093,795 SH   SOLE   12,093,795 0 0
DANAHER CORP DEL COM 235851102 307,823 3,625,708 SH   SOLE   3,625,708 0 0
DOLLAR GEN CORP NEW COM 256677105 350,206 4,645,878 SH   SOLE   4,645,878 0 0
DOW CHEM CO COM 260543103 293,767 6,122,700 SH   SOLE   6,122,700 0 0
EBAY INC COM 278642103 442,652 7,674,270 SH   SOLE   7,674,270 0 0
ENDO INTL PLC SHS G30401106 614,076 6,845,883 SH   SOLE   6,845,883 0 0
F M C CORP COM NEW 302491303 97,785 1,708,043 SH   SOLE   1,708,043 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 348,289 9,474,663 SH   SOLE   9,474,663 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 13,025 923,743 SH   SOLE   923,743 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 952,285 75,130,959 SH   SOLE   75,130,959 0 0
FOSSIL GROUP INC COM 34988V106 169,578 2,056,735 SH   SOLE   2,056,735 0 0
GAP INC DEL COM 364760108 195,536 4,512,709 SH   SOLE   4,512,709 0 0
GENERAL MTRS CO COM 37045V100 172,030 4,587,467 SH   SOLE   4,587,467 0 0
GLOBAL PMTS INC COM 37940X102 81,588 889,919 SH   SOLE   889,919 0 0
GOOGLE INC CL A 38259P508 183,084 330,060 SH   SOLE   330,060 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 157,241 1,821,389 SH   SOLE   1,821,389 0 0
HCA HOLDINGS INC COM 40412C101 389,592 5,178,678 SH   SOLE   5,178,678 0 0
HEALTHSOUTH CORP COM NEW 421924309 75,445 1,700,753 SH   SOLE   1,700,753 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 488,553 22,534,743 SH   SOLE   22,534,743 0 0
HUMANA INC COM 444859102 893,044 5,016,536 SH   SOLE   5,016,536 0 0
IMS HEALTH HLDGS INC COM 44970B109 13,535 500,000 SH   SOLE   500,000 0 0
JARDEN CORP COM 471109108 175,642 3,320,266 SH   SOLE   3,320,266 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 225,551 4,382,186 SH   SOLE   4,382,186 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 140,717 2,825,077 SH   SOLE   2,825,077 0 0
LITHIA MTRS INC CL A 536797103 139,358 1,401,848 SH   SOLE   1,401,848 0 0
MANITOWOC INC COM 563571108 185,722 8,614,197 SH   SOLE   8,614,197 0 0
MANPOWERGROUP INC COM 56418H100 195,399 2,268,131 SH   SOLE   2,268,131 0 0
MCDONALDS CORP COM 580135101 282,664 2,900,900 SH   SOLE   2,900,900 0 0
MCKESSON CORP COM 58155Q103 281,384 1,243,960 SH   SOLE   1,243,960 0 0
MERITOR INC COM 59001K100 94,787 7,516,803 SH   SOLE   7,516,803 0 0
MOHAWK INDS INC COM 608190104 215,322 1,159,202 SH   SOLE   1,159,202 0 0
MONSANTO CO NEW COM 61166W101 1,090,708 9,691,737 SH   SOLE   9,691,737 0 0
NATIONAL OILWELL VARCO INC COM 637071101 130,650 2,613,531 SH   SOLE   2,613,531 0 0
PACKAGING CORP AMER COM 695156109 96,795 1,237,947 SH   SOLE   1,237,947 0 0
PENTAIR PLC SHS G7S00T104 442,672 7,038,836 SH   SOLE   7,038,836 0 0
PHH CORP COM NEW 693320202 110,812 4,584,681 SH   SOLE   4,584,681 0 0
PHH CORP NOTE 6.000% 6/1 693320AQ6 16,878 8,510,000 PRN   SOLE   8,510,000 0 0
PHILLIPS 66 COM 718546104 34,717 441,695 SH   SOLE   441,695 0 0
PVH CORP COM 693656100 523,809 4,915,623 SH   SOLE   4,915,623 0 0
REALOGY HLDGS CORP COM 75605Y106 268,851 5,911,406 SH   SOLE   5,911,406 0 0
REMY INTL INC NEW COM 75971M108 11,101 499,825 SH   SOLE   499,825 0 0
RITE AID CORP COM 767754104 121,603 13,993,398 SH   SOLE   13,993,398 0 0
ROCK-TENN CO CL A 772739207 199,466 3,092,500 SH   SOLE   3,092,500 0 0
SCORPIO TANKERS INC SHS Y7542C106 21,221 2,252,800 SH   SOLE   2,252,800 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 108,791 3,463,567 SH   SOLE   3,463,567 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 6,804 273,267 SH   SOLE   273,267 0 0
SPRINT CORP COM SER 1 85207U105 31,506 6,646,917 SH   SOLE   6,646,917 0 0
SPX CORP COM 784635104 116,300 1,369,842 SH   SOLE   1,369,842 0 0
SUNEDISON INC COM 86732Y109 287,037 11,959,877 SH   SOLE   11,959,877 0 0
T MOBILE US INC COM 872590104 292,462 9,228,838 SH   SOLE   9,228,838 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 683,873 13,812,831 SH   SOLE   13,812,831 0 0
TERADYNE INC COM 880770102 245,471 13,022,322 SH   SOLE   13,022,322 0 0
TERRAFORM PWR INC CL A COM 88104R100 86,648 2,373,267 SH   SOLE   2,373,267 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 928,393 6,910,771 SH   SOLE   6,910,771 0 0
TIME WARNER CABLE INC COM 88732J207 489,620 3,266,747 SH   SOLE   3,266,747 0 0
TRANSCANADA CORP COM 89353D107 89,705 2,100,454 SH   SOLE   2,100,454 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 126,194 3,729,148 SH   SOLE   3,729,148 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 114,763 974,960 SH   SOLE   974,960 0 0
VCA INC COM 918194101 701,716 12,800,370 SH   SOLE   12,800,370 0 0
VOYA FINL INC COM 929089100 180,772 4,193,266 SH   SOLE   4,193,266 0 0