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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ABENGOA SA DEBT 5.125% 3/0 E0002VMY7 7,700 8,000,000 PRN   SOLE   0 0 8,000,000
ACADIA HEALTHCARE COMPANY IN COM 00404A109 18,884 241,083 SH   SOLE   241,083 0 0
AETNA INC NEW COM 00817Y108 15,295 120,000 SH   SOLE   120,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 23,335 388,017 SH   SOLE   388,017 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 7,457 254,853 SH   SOLE   254,853 0 0
ANTHEM INC COM 036752103 11,194 68,200 SH   SOLE   68,200 0 0
ASHLAND INC NEW COM 044209104 29,584 242,689 SH   SOLE   242,689 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 7,976 60,000 SH   SOLE   60,000 0 0
CIGNA CORPORATION COM 125509109 15,998 98,750 SH   SOLE   98,750 0 0
CONSTELLATION BRANDS INC CL A 21036P108 28,152 242,649 SH   SOLE   242,649 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 10,578 563,536 SH   SOLE   563,536 0 0
HCA HOLDINGS INC COM 40412C101 10,886 120,000 SH   SOLE   120,000 0 0
INCYTE CORP COM 45337C102 14,015 134,485 SH   SOLE   134,485 0 0
MGIC INVT CORP WIS COM 552848103 21,913 1,925,542 SH   SOLE   1,925,542 0 0
SABRE CORP COM 78573M104 13,740 577,294 SH   SOLE   577,294 0 0
SPRINGLEAF HLDGS INC COM 85172J101 17,043 371,230 SH   SOLE   371,230 0 0
VISTEON CORP COM NEW 92839U206 409 3,900 SH   SOLE   3,900 0 0
WEBSTER FINL CORP CONN COM 947890109 22,856 577,900 SH   SOLE   577,900 0 0