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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOM00287Y109781,77813,686,588SH SOLE 13,686,58800
ADVANCE AUTO PARTS INCCOM00751Y10635,112218,985SH SOLE 218,98500
AETNA INC NEWCOM00817Y108581,9415,179,716SH SOLE 5,179,71600
ALPHABET INCCAP STK CL A02079K305283,684371,849SH SOLE 371,84900
ANTHEM INCCOM036752103506,5933,644,816SH SOLE 3,644,81600
ARAMARKCOM03852U10685,1352,570,494SH SOLE 2,570,49400
ASBURY AUTOMOTIVE GROUP INCCOM04343610456,533944,731SH SOLE 944,73100
AUTONATION INCCOM05329W10266,8611,432,326SH SOLE 1,432,32600
AVIS BUDGET GROUPCOM053774105227,0338,298,004SH SOLE 8,298,00400
BANK NEW YORK MELLON CORPCOM06405810014,073382,107SH SOLE 382,10700
BROOKDALE SR LIVING INCCOM112463104264,09116,630,415SH SOLE 16,630,41500
CADENCE DESIGN SYSTEM INCCOM12738710853,7712,280,353SH SOLE 2,280,35300
CBS CORP NEWCL B124857202430,9727,823,056SH SOLE 7,823,05600
CHARTER COMMUNICATIONS INC DCL A NEW16117M30557,093282,039SH SOLE 282,03900
CIGNA CORPORATIONCOM125509109836,4806,095,014SH SOLE 6,095,01400
CITIGROUP INC*W EXP 01/04/2011729672268038,031,020SH SOLE 8,031,02000
CITIZENS FINL GROUP INCCOM17461010518,983906,128SH SOLE 906,12800
COMPUTER SCIENCES CORPCOM205363104236,5796,879,290SH SOLE 6,879,29000
DOW CHEM COCOM260543103368,3137,241,698SH SOLE 7,241,69800
F M C CORPCOM NEW302491303470,91011,664,856SH SOLE 11,664,85600
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R30341,4071,221,452SH SOLE 1,221,45200
FIDELITY NATL INFORMATION SVCOM31620M10664,1581,013,400SH SOLE 1,013,40000
FLEXTRONICS INTL LTDORDY2573F102578,86147,998,431SH SOLE 47,998,43100
GLOBAL PMTS INCCOM37940X1023,81858,471SH SOLE 58,47100
HCA HOLDINGS INCCOM40412C1011,145,43014,675,592SH SOLE 14,675,59200
HEALTHSOUTH CORPCOM NEW421924309269,7997,169,780SH SOLE 7,169,78000
HERTZ GLOBAL HOLDINGS INCCOM42805T105291,71727,703,449SH SOLE 27,703,44900
HUMANA INCCOM4448591021,175,4136,424,777SH SOLE 6,424,77700
KINDRED HEALTHCARE INCCOM49458010324,6961,999,713SH SOLE 1,999,71300
LABORATORY CORP AMER HLDGSCOM NEW50540R409639,1295,456,575SH SOLE 5,456,57500
LIBERTY GLOBAL PLCSHS CL AG5480U10493,2912,423,140SH SOLE 2,423,14000
LIBERTY GLOBAL PLCSHS CL CG5480U120117,7293,134,419SH SOLE 3,134,41900
MANPOWERGROUP INCCOM56418H100298,9443,671,624SH SOLE 3,671,62400
MCKESSON CORPCOM58155Q103145,835927,411SH SOLE 927,41100
MERITOR INCCOM59001K10065,5028,126,817SH SOLE 8,126,81700
MONSANTO CO NEWCOM61166W101973,15111,091,300SH SOLE 11,091,30000
PENTAIR PLCSHSG7S00T10458,3881,076,086SH SOLE 1,076,08600
PHH CORPCOM NEW69332020260,3804,814,961SH SOLE 4,814,96100
REALOGY HLDGS CORPCOM75605Y106216,7526,002,557SH SOLE 6,002,55700
TENET HEALTHCARE CORPCOM NEW88033G407517,56417,890,230SH SOLE 17,890,23000
TEVA PHARMACEUTICAL INDS LTDADR881624209298,5495,579,312SH SOLE 5,579,31200
THERMO FISHER SCIENTIFIC INCCOM883556102511,2183,610,552SH SOLE 3,610,55200
TIME WARNER CABLE INCCOM88732J207281,9491,377,913SH SOLE 1,377,91300
VCA INCCOM918194101281,3144,876,303SH SOLE 4,876,30300
VEREIT INCCOM92339V100147,60216,640,530SH SOLE 16,640,53000