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
AMAYA INC COM 02314M108 99,934 3,648,681 SH   SOLE   3,648,681 0 0
AXALTA COATING SYS LTD COM G0750C108 56,657 1,712,728 SH   SOLE   1,712,728 0 0
BANK AMER CORP COM 060505104 136,377 8,012,726 SH   SOLE   8,012,726 0 0
CALIFORNIA RES CORP COM 13057Q107 12,978 2,148,671 SH   SOLE   2,148,671 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 136,697 2,170,835 SH   SOLE   2,170,835 0 0
GNC HLDGS INC COM CL A 36191G107 158,895 3,572,285 SH   SOLE   3,572,285 0 0
HCA HOLDINGS INC COM 40412C101 44,325 488,587 SH   SOLE   488,587 0 0
HUNTSMAN CORP COM 447011107 94,656 4,288,918 SH   SOLE   4,288,918 0 0
IMS HEALTH HLDGS INC COM 44970B109 79,398 2,590,464 SH   SOLE   2,590,464 0 0
KAR AUCTION SVCS INC COM 48238T109 79,108 2,115,195 SH   SOLE   2,115,195 0 0
KLX INC COM 482539103 49,464 1,120,868 SH   SOLE   1,120,868 0 0
MASONITE INTL CORP NEW COM 575385109 51,713 737,595 SH   SOLE   737,595 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 79,526 3,110,113 SH   SOLE   3,110,113 0 0
TYSON FOODS INC CL A 902494103 157,671 3,698,598 SH   SOLE   3,698,598 0 0