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
BED BATH & BEYOND INC COM 075896100 5,581 115,669 SH   OTR 1 0 115,669 0
BIOGEN IDEC INC COM COM 09062X103 22,948 74,909 SH   OTR 1 0 74,909 0
CITIZENS FINANCIAL GROUP COM 174610105 13,896 530,570 SH   OTR 1 0 530,570 0
COMMUNITY HEALTH SYSTEMS COM 203668108 19,506 735,230 SH   OTR 1 0 735,230 0
EXACT SCIENCES CORP COM 30063P105 721 78,156 SH   OTR 1 0 78,156 0
FORESIGHT ENERGY LP COM 34552U104 23,979 8,413,797 SH   OTR 1 0 8,413,797 0
GAP INC DEL COM 364760108 8,742 353,928 SH   OTR 1 0 353,928 0
HCA HOLDINGS INC COM 40412C101 16,858 249,263 SH   OTR 1 0 249,263 0
HEWLETT-PACKARD COMPANY COM 428236103 10,046 848,494 SH   OTR 1 0 848,494 0
HEWLETT-PACKARD ENTERPRISES COMPANY COM 42824C109 8,095 532,547 SH   OTR 1 0 532,547 0
SHIRE PLC SPONSORED ADR 82481R106 9,563 46,651 SH   OTR 1 0 46,651 0
TEVA PHARMACEUTICALS INDS LTD ADR 881624209 8,716 132,788 SH   OTR 1 0 132,788 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 23,825 234,379 SH   OTR 1 0 234,379 0
WABASH NATIONAL CORP COM 929566107 10,520 889,229 SH   OTR 1 0 889,229 0