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 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 206,586 2,978,457 SH   SOLE   2,978,457 0 0
COMMSCOPE HLDG CO INC COM 20337X109 320,041 7,673,016 SH   SOLE   7,673,016 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 327,732 4,972,417 SH   SOLE   4,972,417 0 0
HANESBRANDS INC COM 410345102 374,448 18,037,001 SH   SOLE   18,037,001 0 0
HCA HOLDINGS INC COM 40412C101 201,341 2,262,514 SH   SOLE   2,262,514 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 61,394 427,925 SH   SOLE   427,925 0 0
UNITEDHEALTH GROUP INC COM 91324P102 342 2,085 SH   SOLE   2,085 0 0