The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| CBS CORP NEW | CL B | 124857202 | 325,652 | 6,909,644 | SH | SOLE | 6,238,149 | 0 | 671,495 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 374,726 | 14,473,762 | SH | SOLE | 13,076,799 | 0 | 1,396,963 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 281,874 | 3,224,737 | SH | SOLE | 2,913,537 | 0 | 311,200 | ||
| HANESBRANDS INC | COM | 410345102 | 293,790 | 9,982,660 | SH | SOLE | 9,029,815 | 0 | 952,845 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 111,888 | 904,948 | SH | SOLE | 814,838 | 0 | 90,110 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 71,263 | 1,547,180 | SH | SOLE | 1,396,660 | 0 | 150,520 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 181,773 | 2,579,808 | SH | SOLE | 2,340,368 | 0 | 239,440 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 82,959 | 705,192 | SH | SOLE | 637,982 | 0 | 67,210 | ||