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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 17,046 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 24,516 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CIGNA CORPORATION | COM | 125509109 | 15,077 | 111,666 | SH | SOLE | 111,666 | 0 | 0 | ||
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 14,310 | 197,838 | SH | SOLE | 197,838 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 21,207 | 292,753 | SH | SOLE | 292,753 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 9,359 | 217,508 | SH | SOLE | 217,508 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 12,471 | 180,003 | SH | SOLE | 180,003 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 19,630 | 253,755 | SH | SOLE | 253,755 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 10,900 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 13,057 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 20,513 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 3,460 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 13,341 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| STEWART INFORMATION SVCS COR | COM | 860372101 | 58,592 | 1,432,225 | SH | SOLE | 1,432,225 | 0 | 0 | ||
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 6,417 | 583,881 | SH | SOLE | 583,881 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 54,522 | 303,964 | SH | SOLE | 303,964 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 13,314 | 587,276 | SH | SOLE | 587,276 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 6,925 | 255,800 | SH | SOLE | 255,800 | 0 | 0 | ||
| WP GLIMCHER IN | COM | 92939N102 | 3,691 | 316,550 | SH | SOLE | 316,550 | 0 | 0 | ||
| WRIGHT MED GROUP INC | COM | 98235T107 | 17,979 | 855,330 | SH | SOLE | 855,330 | 0 | 0 | ||