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
ABBVIE INC COM 00287Y109 879,859 16,170,903 SH   SOLE   16,170,903 0 0
AETNA INC NEW COM 00817Y108 608,703 5,563,508 SH   SOLE   5,563,508 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 157,409 4,585,170 SH   SOLE   4,585,170 0 0
ALLERGAN PLC SHS G0177J108 414,132 1,523,609 SH   SOLE   1,523,609 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 73,468 1,293,000 SH   SOLE   1,293,000 0 0
ANTHEM INC COM 036752103 595,056 4,250,401 SH   SOLE   4,250,401 0 0
APOLLO ED GROUP INC CL A 037604105 76,226 6,892,084 SH   SOLE   6,892,084 0 0
APPLE INC COM 037833100 33,286 301,778 SH   SOLE   301,778 0 0
APPLIED MATLS INC COM 038222105 281,808 19,183,654 SH   SOLE   19,183,654 0 0
ARAMARK COM 03852U106 75,149 2,535,400 SH   SOLE   2,535,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 49,047 604,401 SH   SOLE   604,401 0 0
AUTONATION INC COM 05329W102 101,880 1,751,116 SH   SOLE   1,751,116 0 0
AVIS BUDGET GROUP COM 053774105 412,043 9,433,220 SH   SOLE   9,433,220 0 0
BANK NEW YORK MELLON CORP COM 064058100 83,506 2,132,965 SH   SOLE   2,132,965 0 0
BROOKDALE SR LIVING INC COM 112463104 405,047 17,641,415 SH   SOLE   17,641,415 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 475,928 23,013,908 SH   SOLE   23,013,908 0 0
CANADIAN PAC RY LTD COM 13645T100 35,340 245,629 SH   SOLE   245,629 0 0
CBS CORP NEW CL B 124857202 432,263 10,833,651 SH   SOLE   10,833,651 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 35,540 202,104 SH   SOLE   202,104 0 0
CHENIERE ENERGY INC COM NEW 16411R208 22,793 471,908 SH   SOLE   471,908 0 0
CIGNA CORPORATION COM 125509109 620,524 4,595,790 SH   SOLE   4,595,790 0 0
CITIGROUP INC *W EXP 01/04/201 172967226 3,938 8,561,020 SH   SOLE   8,561,020 0 0
CITIGROUP INC COM NEW 172967424 60,398 1,217,447 SH   SOLE   1,217,447 0 0
CITIZENS FINL GROUP INC COM 174610105 72,236 3,027,474 SH   SOLE   3,027,474 0 0
COMCAST CORP NEW CL A 20030N101 136,675 2,402,857 SH   SOLE   2,402,857 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 517,252 12,093,795 SH   SOLE   12,093,795 0 0
DOLLAR GEN CORP NEW COM 256677105 173,004 2,388,234 SH   SOLE   2,388,234 0 0
DOW CHEM CO COM 260543103 308,289 7,270,965 SH   SOLE   7,270,965 0 0
EBAY INC COM 278642103 55,753 2,281,212 SH   SOLE   2,281,212 0 0
ENDO INTL PLC SHS G30401106 481,099 6,944,273 SH   SOLE   6,944,273 0 0
F M C CORP COM NEW 302491303 226,299 6,673,505 SH   SOLE   6,673,505 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 83,613 2,357,284 SH   SOLE   2,357,284 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 791,880 75,130,959 SH   SOLE   75,130,959 0 0
GAP INC DEL COM 364760108 150,893 5,294,495 SH   SOLE   5,294,495 0 0
GENERAL MTRS CO COM 37045V100 76,595 2,551,467 SH   SOLE   2,551,467 0 0
GOOGLE INC CL A 38259P508 325,756 510,294 SH   SOLE   510,294 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 154,260 1,811,629 SH   SOLE   1,811,629 0 0
HCA HOLDINGS INC COM 40412C101 426,507 5,513,278 SH   SOLE   5,513,278 0 0
HEALTHSOUTH CORP COM NEW 421924309 261,648 6,819,080 SH   SOLE   6,819,080 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 422,301 25,242,166 SH   SOLE   25,242,166 0 0
HUMANA INC COM 444859102 1,187,735 6,635,390 SH   SOLE   6,635,390 0 0
JARDEN CORP COM 471109108 197,043 4,031,162 SH   SOLE   4,031,162 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 92,692 1,019,941 SH   SOLE   1,019,941 0 0
KINDRED HEALTHCARE INC COM 494580103 26,974 1,712,613 SH   SOLE   1,712,613 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 527,793 4,865,795 SH   SOLE   4,865,795 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 132,551 3,086,886 SH   SOLE   3,086,886 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 111,188 2,710,577 SH   SOLE   2,710,577 0 0
LITHIA MTRS INC CL A 536797103 81,556 754,382 SH   SOLE   754,382 0 0
MANITOWOC INC COM 563571108 144,213 9,614,197 SH   SOLE   9,614,197 0 0
MANPOWERGROUP INC COM 56418H100 494,517 6,038,795 SH   SOLE   6,038,795 0 0
MCKESSON CORP COM 58155Q103 334,950 1,810,249 SH   SOLE   1,810,249 0 0
MERITOR INC COM 59001K100 81,531 7,669,883 SH   SOLE   7,669,883 0 0
MOHAWK INDS INC COM 608190104 33,482 184,177 SH   SOLE   184,177 0 0
MONSANTO CO NEW COM 61166W101 1,152,319 13,502,678 SH   SOLE   13,502,678 0 0
MYLAN N V SHS EURO N59465109 37,603 934,006 SH   SOLE   934,006 0 0
NATIONAL OILWELL VARCO INC COM 637071101 78,321 2,080,231 SH   SOLE   2,080,231 0 0
PENTAIR PLC SHS G7S00T104 281,439 5,514,080 SH   SOLE   5,514,080 0 0
PHH CORP COM NEW 693320202 84,211 5,963,961 SH   SOLE   5,963,961 0 0
PRICELINE GRP INC COM NEW 741503403 259,085 209,470 SH   SOLE   209,470 0 0
PVH CORP COM 693656100 444,512 4,360,523 SH   SOLE   4,360,523 0 0
REALOGY HLDGS CORP COM 75605Y106 238,187 6,329,706 SH   SOLE   6,329,706 0 0
RITE AID CORP COM 767754104 75,012 12,357,751 SH   SOLE   12,357,751 0 0
SCORPIO TANKERS INC SHS Y7542C106 14,327 1,562,421 SH   SOLE   1,562,421 0 0
SIRIUS XM HLDGS INC COM 82968B103 55,308 14,788,333 SH   SOLE   14,788,333 0 0
SUNEDISON INC COM 86732Y109 70,323 9,794,331 SH   SOLE   9,794,331 0 0
T MOBILE US INC COM 872590104 50,419 1,266,500 SH   SOLE   1,266,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 608,819 16,490,230 SH   SOLE   16,490,230 0 0
TERADYNE INC COM 880770102 231,867 12,874,322 SH   SOLE   12,874,322 0 0
TERRAFORM GLOBAL INC CL A 88104M101 23,368 3,508,770 SH   SOLE   3,508,770 0 0
TERRAFORM PWR INC CL A COM 88104R100 18,076 1,271,149 SH   SOLE   1,271,149 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 236,498 4,188,779 SH   SOLE   4,188,779 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,040,750 8,511,204 SH   SOLE   8,511,204 0 0
TRANSCANADA CORP COM 89353D107 104,610 3,303,097 SH   SOLE   3,303,097 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 120,429 964,895 SH   SOLE   964,895 0 0
VCA INC COM 918194101 425,079 8,073,670 SH   SOLE   8,073,670 0 0
VEREIT INC COM 92339V100 172,849 22,389,782 SH   SOLE   22,389,782 0 0
VOYA FINL INC COM 929089100 59,060 1,523,352 SH   SOLE   1,523,352 0 0
WESTROCK CO COM 96145D105 225,862 4,390,793 SH   SOLE   4,390,793 0 0