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 12,324 1,426,390 SH   SOLE 1,426,390 0 0
AARONS INC COM PAR $0.50 002535300 3,068 77,000 SH   SOLE 77,000 0 0
ALLERGAN PLC SHS G0177J108 19,793 121,000 SH   SOLE 121,000 0 0
AMC NETWORKS INC CL A 00164V103 3,402 62,900 SH   SOLE 62,900 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,765 41,000 SH   SOLE 41,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 4,216 85,600 SH   SOLE 85,600 0 0
APPLE INC COM 037833100 10,843 64,075 SH   SOLE 64,075 0 0
ARGAN INC COM 04010E109 2,642 58,700 SH   SOLE 58,700 0 0
ARRIS INTL INC SHS G0551A103 3,386 131,800 SH   SOLE 131,800 0 0
AT&T INC COM 00206R102 34,020 875,000 SH   SOLE 875,000 0 0
BEST BUY INC COM 086516101 4,245 62,000 SH   SOLE 62,000 0 0
BLOCK H & R INC COM 093671105 3,409 130,000 SH   SOLE 130,000 0 0
BOJANGLES INC COM 097488100 3,221 273,000 SH   SOLE 273,000 0 0
BRINKER INTL INC COM 109641100 4,012 103,300 SH   SOLE 103,300 0 0
CA INC COM 12673P105 3,413 102,550 SH   SOLE 102,550 0 0
CARDINAL HEALTH INC COM 14149Y108 7,640 124,700 SH   SOLE 124,700 0 0
CENTURYLINK INC COM 156700106 20,016 1,200,000 SH   SOLE 1,200,000 0 0
CHICOS FAS INC COM 168615102 3,660 415,000 SH   SOLE 415,000 0 0
CISCO SYS INC COM 17275R102 3,995 104,300 SH   SOLE 104,300 0 0
CONVERGYS CORP COM 212485106 3,149 134,000 SH   SOLE 134,000 0 0
CSRA INC COM 12650T104 3,172 106,000 SH   SOLE 106,000 0 0
CVS HEALTH CORP COM 126650100 25,577 352,781 SH   SOLE 352,781 0 0
DELUXE CORP COM 248019101 3,988 51,900 SH   SOLE 51,900 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 2,462 110,000 SH   SOLE 110,000 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 2,348 120,450 SH   SOLE 120,450 0 0
DOVER MOTORSPORTS INC COM 260174107 1,979 1,015,000 SH   SOLE 1,015,000 0 0
EMCOR GROUP INC COM 29084Q100 3,859 47,200 SH   SOLE 47,200 0 0
ETSY INC COM 29786A106 2,045 100,000 SH   SOLE 100,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,956 53,000 SH   SOLE 53,000 0 0
EXXON MOBIL CORP COM 30231G102 357 4,263 SH   SOLE 4,263 0 0
FLUOR CORP NEW COM 343412102 10,330 200,000 SH   SOLE 200,000 0 0
FOOT LOCKER INC COM 344849104 3,980 84,900 SH   SOLE 84,900 0 0
FRANKLIN RES INC COM 354613101 3,241 74,800 SH   SOLE 74,800 0 0
GAP INC DEL COM 364760108 4,114 120,800 SH   SOLE 120,800 0 0
GENTEX CORP COM 371901109 4,035 192,600 SH   SOLE 192,600 0 0
GILEAD SCIENCES INC COM 375558103 3,442 48,050 SH   SOLE 48,050 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 23,056 650,000 SH   SOLE 650,000 0 0
GRAHAM HLDGS CO COM 384637104 3,071 5,500 SH   SOLE 5,500 0 0
HANESBRANDS INC COM 410345102 23,001 1,100,000 SH   SOLE 1,100,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 4,247 173,000 SH   SOLE 173,000 0 0
HP INC COM 40434L105 3,593 171,000 SH   SOLE 171,000 0 0
ICF INTL INC COM 44925C103 4,216 80,300 SH   SOLE 80,300 0 0
INTEL CORP COM 458140100 1,069 23,162 SH   SOLE 23,162 0 0
INTERDIGITAL INC COM 45867G101 3,229 42,400 SH   SOLE 42,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,155 20,566 SH   SOLE 20,566 0 0
JOHNSON & JOHNSON COM 478160104 1,105 7,906 SH   SOLE 7,906 0 0
JPMORGAN CHASE & CO COM 46625H100 7,542 70,524 SH   SOLE 70,524 0 0
JUNIPER NETWORKS INC COM 48203R104 3,352 117,600 SH   SOLE 117,600 0 0
L BRANDS INC COM 501797104 8,907 147,910 SH   SOLE 147,910 0 0
LANNET INC COM 516012101 2,216 95,500 SH   SOLE 95,500 0 0
LIFETIME BRANDS INC COM 53222Q103 2,209 133,884 SH   SOLE 133,884 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 1,732 87,498 SH   SOLE 87,498 0 0
MANPOWERGROUP INC COM 56418H100 3,556 28,200 SH   SOLE 28,200 0 0
MARCUS & MILLICHAP INC COM 566324109 4,207 129,000 SH   SOLE 129,000 0 0
MCKESSON CORP COM 58155Q103 3,509 22,500 SH   SOLE 22,500 0 0
MEDNAX INC COM 58502B106 3,463 64,800 SH   SOLE 64,800 0 0
MEDTRONIC PLC SHS G5960L103 27,021 334,622 SH   SOLE 334,622 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 3,178 227,000 SH   SOLE 227,000 0 0
MICHAELS COS INC COM 59408Q106 3,919 162,000 SH   SOLE 162,000 0 0
MICROSOFT CORP COM 594918104 10,227 119,555 SH   SOLE 119,555 0 0
NAUTILUS INC COM 63910B102 2,390 179,000 SH   SOLE 179,000 0 0
NEW MEDIA INVT GROUP INC COM 64704V106 3,910 233,000 SH   SOLE 233,000 0 0
OMNICOM GROUP INC COM 681919106 25,010 343,400 SH   SOLE 343,400 0 0
OWENS ILL INC COM NEW 690768403 8,868 400,000 SH   SOLE 400,000 0 0
PFIZER INC COM 717081103 48,549 1,340,385 SH   SOLE 1,340,385 0 0
PHILIP MORRIS INTL INC COM 718172109 1,749 16,550 SH   SOLE 16,550 0 0
PITNEY BOWES INC COM 724479100 2,351 210,300 SH   SOLE 210,300 0 0
PROCTER AND GAMBLE CO COM 742718109 1,812 19,720 SH   SOLE 19,720 0 0
QUALCOMM INC COM 747525103 1,504 23,500 SH   SOLE 23,500 0 0
ROBERT HALF INTL INC COM 770323103 4,193 75,500 SH   SOLE 75,500 0 0
RPX CORP COM 74972G103 3,078 229,000 SH   SOLE 229,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 2,626 140,000 SH   SOLE 140,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 7,642 89,500 SH   SOLE 89,500 0 0
SMUCKER J M CO COM NEW 832696405 5,591 45,000 SH   SOLE 45,000 0 0
SP PLUS CORP COM 78469C103 1,632 44,000 SH   SOLE 44,000 0 0
STURM RUGER & CO INC COM 864159108 3,558 63,700 SH   SOLE 63,700 0 0
SUCAMPO PHARMACEUTICALS INC CL A 864909106 4,891 272,500 SH   SOLE 272,500 0 0
SYNTEL INC COM 87162H103 4,460 194,000 SH   SOLE 194,000 0 0
TARGET CORP COM 87612E106 1,762 27,000 SH   SOLE 27,000 0 0
TIME INC NEW COM 887228104 5,166 280,000 SH   SOLE 280,000 0 0
TIME WARNER INC COM NEW 887317303 5,214 57,000 SH   SOLE 57,000 0 0
TRUEBLUE INC COM 89785X101 4,166 151,500 SH   SOLE 151,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 15,977 462,700 SH   SOLE 462,700 0 0
USANA HEALTH SCIENCES INC COM 90328M107 3,273 44,200 SH   SOLE 44,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 36,484 689,282 SH   SOLE 689,282 0 0
WABASH NATL CORP COM 929566107 3,190 147,000 SH   SOLE 147,000 0 0
WESTERN DIGITAL CORP COM 958102105 3,277 41,200 SH   SOLE 41,200 0 0
WESTERN UN CO COM 959802109 3,272 172,100 SH   SOLE 172,100 0 0
WPP PLC NEW ADR 92937A102 2,014 111,000 SH   SOLE 111,000 0 0