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 |
| AAC HLDGS INC | COM | 000307108 | 1,319 | 66,640 | SH | SOLE | 66,640 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | * W EXP 01/19/202 | 026874156 | 3,460 | 185,051 | SH | SOLE | 185,051 | 0 | 0 | ||
| AMN HEATHCARE SERVICES INC | COM | 001744101 | 1,254 | 37,300 | SH | SOLE | 37,300 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 8,312 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| CHINA BIOLOGIC PRODS INC | COM | 16938C106 | 7,327 | 64,001 | SH | SOLE | 64,001 | 0 | 0 | ||
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 2,777 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CROSS CTRY HEALTHCARE INC | COM | 227483104 | 4,841 | 416,294 | SH | SOLE | 416,294 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 8,138 | 78,454 | SH | SOLE | 78,454 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 10,725 | 220,310 | SH | SOLE | 220,310 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 7,759 | 125,890 | SH | SOLE | 125,890 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 5,504 | 80,126 | SH | SOLE | 80,126 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 4,033 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 8,211 | 105,200 | SH | SOLE | 105,200 | 0 | 0 | ||
| LAZARD LTD | SHS A | G54050102 | 1,937 | 49,911 | SH | SOLE | 49,911 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 17,304 | 327,417 | SH | SOLE | 327,417 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 6,682 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 2,492 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
| RITCHIE BROS AUCTIONEERS | COM | 767744105 | 1,355 | 50,050 | SH | SOLE | 50,050 | 0 | 0 | ||
| RUSH ENTERPRISES INC | CL A | 781846209 | 912 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SENSATA TECHOLOGIES HLDG NV | SHS | N7902X106 | 2,259 | 58,160 | SH | SOLE | 58,160 | 0 | 0 | ||
| STIFEL FINL CORP | COM | 860630102 | 1,154 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 4,773 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 1,416 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 20,060 | 91,040 | SH | SOLE | 91,040 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 12,092 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 1,570 | 109,073 | SH | SOLE | 109,073 | 0 | 0 | ||