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 |
| LAZARD LTD | SHS A | G54050102 | 1,015 | 27,911 | SH | SOLE | 27,911 | 0 | 0 | ||
| AMERICAN RENAL ASSOCIATES HO | COM | 029227105 | 413 | 22,597 | SH | SOLE | 22,597 | 0 | 0 | ||
| AMN HEALTHCARE SERVICES INC | COM | 001744101 | 265 | 8,300 | SH | SOLE | 8,300 | 0 | 0 | ||
| CABOT MICROELECTRONICS CORP | COM | 12709P103 | 1,435 | 27,118 | SH | SOLE | 27,118 | 0 | 0 | ||
| CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 712 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 4,701 | 70,200 | SH | SOLE | 70,200 | 0 | 0 | ||
| CHINA BIOLOGIC PRODS INC | COM | 16938C106 | 4,606 | 37,001 | SH | SOLE | 37,001 | 0 | 0 | ||
| CROSS CTRY HEALTHCARE INC | COM | 227483104 | 1,998 | 169,638 | SH | SOLE | 169,638 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 6,439 | 72,354 | SH | SOLE | 72,354 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,215 | 208,710 | SH | SOLE | 208,710 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 3,462 | 58,248 | SH | SOLE | 58,248 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 1,751 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 5,588 | 79,226 | SH | SOLE | 79,226 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 5,612 | 74,200 | SH | SOLE | 74,200 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 2,972 | 16,800 | SH | SOLE | 16,800 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 16,113 | 347,417 | SH | SOLE | 347,417 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 7,012 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| QUORUM HEALTH CORP | COM | 74909E106 | 477 | 76,091 | SH | SOLE | 76,091 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 2,255 | 58,160 | SH | SOLE | 58,160 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 6,282 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| STIFEL FINL CORP | COM | 860630102 | 558 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 267 | 11,800 | SH | SOLE | 11,800 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 1,495 | 9,400 | SH | SOLE | 9,400 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 24,189 | 83,665 | SH | SOLE | 83,665 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 12,719 | 242,400 | SH | SOLE | 242,400 | 0 | 0 | ||
| VERSUM MATLS INC | COM | 92532W103 | 3,405 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||