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 | 268,815 | 4,225,324 | SH | SOLE | 3,895,929 | 0 | 329,395 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 439,356 | 11,810,634 | SH | SOLE | 10,949,321 | 0 | 861,313 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 336,396 | 4,890,182 | SH | SOLE | 4,502,372 | 0 | 387,810 | ||
| HANESBRANDS INC | COM | 410345102 | 415,877 | 19,280,352 | SH | SOLE | 17,767,472 | 0 | 1,512,880 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 141,796 | 1,915,645 | SH | SOLE | 1,763,530 | 0 | 152,115 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 99,559 | 775,505 | SH | SOLE | 713,795 | 0 | 61,710 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 229,750 | 3,364,827 | SH | SOLE | 3,110,732 | 0 | 254,095 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 77,606 | 484,919 | SH | SOLE | 447,339 | 0 | 37,580 | ||