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 |
| CBS CORP NEW | CL B | 124857202 | 265,035 | 4,841,699 | SH | SOLE | 4,464,769 | 0 | 376,930 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 460,683 | 15,300,015 | SH | SOLE | 14,118,052 | 0 | 1,181,963 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 292,208 | 4,143,027 | SH | SOLE | 3,814,567 | 0 | 328,460 | ||
| HANESBRANDS INC | COM | 410345102 | 317,285 | 12,565,734 | SH | SOLE | 11,588,844 | 0 | 976,890 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 140,405 | 1,021,277 | SH | SOLE | 940,277 | 0 | 81,000 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 190,243 | 3,352,883 | SH | SOLE | 3,098,788 | 0 | 254,095 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 68,936 | 492,402 | SH | SOLE | 454,822 | 0 | 37,580 | ||