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
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
AMERICAN INTL GROUP INC COM NEW 026874784 18,591 300,000 SH   SOLE   300,000 0 0
CDW CORP COM 12514G108 25,224 600,000 SH   SOLE   600,000 0 0
CIGNA CORPORATION COM 125509109 16,340 111,666 SH   SOLE   111,666 0 0
COPART INC COM 217204106 27,501 723,526 SH   SOLE   723,526 0 0
DOLLAR GEN CORP NEW COM 256677105 8,441 117,451 SH   SOLE   117,451 0 0
ECHOSTAR CORP CL A 278768106 6,658 170,234 SH   SOLE   170,234 0 0
ENDO INTL PLC SHS G30401106 11,067 180,778 SH   SOLE   180,778 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 18,103 531,500 SH   SOLE   531,500 0 0
HERBALIFE LTD COM USD SHS G4412G101 10,724 200,000 SH   SOLE   200,000 0 0
KRAFT HEINZ CO COM 500754106 9,095 125,000 SH   SOLE   125,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 18,910 405,800 SH   SOLE   405,800 0 0
SEARS HLDGS CORP COM 812350106 4,411 214,545 SH   SOLE   214,545 0 0
STEWART INFORMATION SVCS COR COM 860372101 53,150 1,423,796 SH   SOLE   1,423,796 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 8,341 508,881 SH   SOLE   508,881 0 0
TIME WARNER CABLE INC COM 88732J207 56,413 303,964 SH   SOLE   303,964 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 11,210 463,602 SH   SOLE   463,602 0 0