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 31,473 677,129 SH   SOLE   677,129 0 0
AMERISOURCEBERGEN CORP COM 03073E105 121,479 2,175,876 SH   SOLE   2,175,876 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 404,323 9,045,264 SH   SOLE   9,045,264 0 0
AON PLC SHS CL A G0408V102 179,825 2,794,477 SH   SOLE   2,794,477 0 0
APPLE INC COM 037833100 119,727 301,936 SH   SOLE   301,936 0 0
B/E AEROSPACE INC COM 073302101 21,554 341,692 SH   SOLE   341,692 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 165,997 5,527,708 SH   SOLE   5,527,708 0 0
BIG LOTS INC COM 089302103 52,628 1,669,136 SH   SOLE   1,669,136 0 0
CALPINE CORP COM NEW 131347304 130,472 6,145,659 SH   SOLE   6,145,659 0 0
CANADIAN PAC RY LTD COM 13645T100 31,822 262,169 SH   SOLE   262,169 0 0
CAPITAL ONE FINL CORP COM 14040H105 78,750 1,253,780 SH   SOLE   1,253,780 0 0
CARTER INC COM 146229109 38,743 523,060 SH   SOLE   523,060 0 0
CBS CORP NEW CL B 124857202 207,683 4,249,706 SH   SOLE   4,249,706 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 37,159 300,030 SH   SOLE   300,030 0 0
CHIMERA INVT CORP COM 16934Q109 30,728 10,242,810 SH   SOLE   10,242,810 0 0
CIGNA CORPORATION COM 125509109 238,981 3,296,749 SH   SOLE   3,296,749 0 0
CIT GROUP INC COM NEW 125581801 47,401 1,016,535 SH   SOLE   1,016,535 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 6,729 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 150,817 3,143,995 SH   SOLE   3,143,995 0 0
CLEARWIRE CORP NEW CL A 18538Q105 160,102 32,052,360 SH   SOLE   32,052,360 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 441,383 9,415,163 SH   SOLE   9,415,163 0 0
COMPUTER SCIENCES CORP COM 205363104 318,427 7,275,010 SH   SOLE   7,275,010 0 0
CONSTELLATION BRANDS INC CL A 21036P108 53,129 1,019,364 SH   SOLE   1,019,364 0 0
CROWN CASTLE INTL CORP COM 228227104 119,672 1,653,155 SH   SOLE   1,653,155 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 28,060 2,216,465 SH   SOLE   2,216,465 0 0
ELECTRONIC ARTS INC COM 285512109 212,252 9,232,350 SH   SOLE   9,232,350 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 246,709 5,758,841 SH   SOLE   5,758,841 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 457,287 59,080,959 SH   SOLE   59,080,959 0 0
FOSSIL GROUP INC COM 34988V106 51,760 501,019 SH   SOLE   501,019 0 0
GENERAL MTRS CO COM 37045V100 237,786 7,138,579 SH   SOLE   7,138,579 0 0
HCA HOLDINGS INC COM 40412C101 354,892 9,841,713 SH   SOLE   9,841,713 0 0
HEALTH MGMT ASSOC INC NEW CL A 421933102 593,549 37,757,583 SH   SOLE   37,757,583 0 0
HOSPIRA INC COM 441060100 161,014 4,202,931 SH   SOLE   4,202,931 0 0
HUMANA INC COM 444859102 390,097 4,623,102 SH   SOLE   4,623,102 0 0
LAMAR ADVERTISING CO CL A 512815101 30,343 699,300 SH   SOLE   699,300 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 64,206 873,669 SH   SOLE   873,669 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,912 101,816 SH   SOLE   101,816 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 755,309 10,206,878 SH   SOLE   10,206,878 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 176,818 3,620,345 SH   SOLE   3,620,345 0 0
MCKESSON CORP COM 58155Q103 488,194 4,263,700 SH   SOLE   4,263,700 0 0
MERITOR INC COM 59001K100 68,336 9,693,093 SH   SOLE   9,693,093 0 0
MICROSOFT CORP COM 594918104 98,886 2,862,515 SH   SOLE   2,862,515 0 0
MUELLER WTR PRODS INC COM SER A 624758108 24,434 3,536,098 SH   SOLE   3,536,098 0 0
NETAPP INC COM 64110D104 108,484 2,871,476 SH   SOLE   2,871,476 0 0
PENNEY J C INC COM 708160106 144,016 8,431,879 SH   SOLE   8,431,879 0 0
OWENS CORNING NEW COM 690742101 27,617 706,687 SH   SOLE   706,687 0 0
PENTAIR LTD SHS H6169Q108 244,210 4,233,150 SH   SOLE   4,233,150 0 0
PHILLIPS 66 COM 718546104 118,700 2,014,945 SH   SOLE   2,014,945 0 0
PVH CORP COM 693656100 70,621 564,741 SH   SOLE   564,741 0 0
ROVI CORP COM 779376102 82,844 3,627,141 SH   SOLE   3,627,141 0 0
SCORPIO TANKERS INC SHS Y7542C106 13,271 1,477,800 SH   SOLE   1,477,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 90,909 6,072,734 SH   SOLE   6,072,734 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 453,594 9,839,339 SH   SOLE   9,839,339 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 720,088 8,508,661 SH   SOLE   8,508,661 0 0
TIME WARNER CABLE INC COM 88732J207 259,060 2,303,169 SH   SOLE   2,303,169 0 0
T-MOBILE US INC COM 872590104 56,158 2,263,529 SH   SOLE   2,263,529 0 0
UNITED PARCEL SERVICE INC CL B 911312106 52,891 611,600 SH   SOLE   611,600 0 0
UNWIRED PLANET INC NEW COM 91531F103 2,917 1,503,543 SH   SOLE   1,503,543 0 0
URS CORP NEW COM 903236107 215,026 4,553,711 SH   SOLE   4,553,711 0 0
WALGREEN CO COM 931422109 334,852 7,575,826 SH   SOLE   7,575,826 0 0
XEROX CORP COM 984121103 296,264 32,664,168 SH   SOLE   32,664,168 0 0