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 163,874 2,825,415 SH   SOLE   2,825,415 0 0
COMMSCOPE HLDG CO INC COM 20337X109 241,451 7,270,428 SH   SOLE   7,270,428 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 226,978 3,584,613 SH   SOLE   3,584,613 0 0
HANESBRANDS INC COM 410345102 317,477 12,884,600 SH   SOLE   12,884,600 0 0
HCA HEALTHCARE INC COM 40412C101 202,883 2,549,098 SH   SOLE   2,549,098 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 8,052 53,332 SH   SOLE   53,332 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 30,586 729,970 SH   SOLE   729,970 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 81,226 1,939,967 SH   SOLE   1,939,967 0 0
UNITEDHEALTH GROUP INC COM 91324P102 408 2,085 SH   SOLE   2,085 0 0