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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
ALPHABET INC CAP STK CL A 02079K305 9,338 12,240 SH   SOLE   12,240 0 0
ANTHEM INC COM 036752103 10,804 77,733 SH   SOLE   77,733 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 3,066 92,914 SH   SOLE   92,914 0 0
CDK GLOBAL INC COM 12508E101 8,659 186,007 SH   SOLE   186,007 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 7,757 348,618 SH   SOLE   348,618 0 0
E M C CORP MASS COM 268648102 13,751 516,001 SH   SOLE   516,001 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 6,397 313,588 SH   SOLE   313,588 0 0
FACEBOOK INC CL A 30303M102 7,987 70,001 SH   SOLE   70,001 0 0
HUMANA INC COM 444859102 9,875 53,978 SH   SOLE   53,978 0 0
SIGNET JEWELERS LIMITED SHS G81276100 9,526 76,807 SH   SOLE   76,807 0 0