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
ALBEMARLE CORP COM 012653101 26,507 343,932 SH   SOLE   343,932 0 0
ALLERGAN PLC SHS G0177J108 26,862 200,971 SH   SOLE   200,971 0 0
ALPHABET INC CAP STK CL A 02079K305 466,105 446,051 SH   SOLE   446,051 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,120 176,348 SH   SOLE   176,348 0 0
ANTHEM INC COM 036752103 229,127 872,433 SH   SOLE   872,433 0 0
APTIV PLC SHS G6095L109 80,364 1,305,249 SH   SOLE   1,305,249 0 0
ARAMARK COM 03852U106 87,558 3,022,359 SH   SOLE   3,022,359 0 0
AVIS BUDGET GROUP COM 053774105 96,912 4,311,035 SH   SOLE   4,311,035 0 0
BAUSCH HEALTH COS INC COM 071734107 121,723 6,590,308 SH   SOLE   6,590,308 0 0
BAXTER INTL INC COM 071813109 57,724 877,001 SH   SOLE   877,001 0 0
BROOKDALE SR LIVING INC COM 112463104 97,389 14,535,690 SH   SOLE   14,535,690 0 0
CBS CORP NEW CL B 124857202 178,629 4,085,751 SH   SOLE   4,085,751 0 0
CIGNA CORP NEW COM 125523100 516,314 2,718,586 SH   SOLE   2,718,586 0 0
CIGNA CORP NEW COM 125523100 47,480 250,000 SH Call SOLE   250,000 0 0
CONDUENT INC COM 206787103 23,109 2,173,949 SH   SOLE   2,173,949 0 0
CVS HEALTH CORP COM 126650100 556,264 8,489,991 SH   SOLE   8,489,991 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 39,826 2,781,149 SH   SOLE   2,781,149 0 0
DOWDUPONT INC COM 26078J100 460,756 8,615,479 SH   SOLE   8,615,479 0 0
DOWDUPONT INC COM 26078J100 16,044 300,000 SH Call SOLE   300,000 0 0
DXC TECHNOLOGY CO COM 23355L106 489,889 9,213,636 SH   SOLE   9,213,636 0 0
EBAY INC COM 278642103 201,907 7,192,991 SH   SOLE   7,192,991 0 0
ENDO INTL PLC SHS G30401106 32,692 4,478,336 SH   SOLE   4,478,336 0 0
F M C CORP COM NEW 302491303 659,195 8,912,854 SH   SOLE   8,912,854 0 0
FEDEX CORP COM 31428X106 58,168 360,551 SH   SOLE   360,551 0 0
FIRST DATA CORP NEW COM CL A 32008D106 435,892 25,777,193 SH   SOLE   25,777,193 0 0
FLEX LTD ORD Y2573F102 119,230 15,667,584 SH   SOLE   15,667,584 0 0
HCA HEALTHCARE INC COM 40412C101 609,627 4,898,569 SH   SOLE   4,898,569 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 57,421 4,206,672 SH   SOLE   4,206,672 0 0
HOLOGIC INC COM 436440101 407,467 9,914,043 SH   SOLE   9,914,043 0 0
HUMANA INC COM 444859102 53,055 185,195 SH   SOLE   185,195 0 0
IQVIA HLDGS INC COM 46266C105 623,012 5,362,932 SH   SOLE   5,362,932 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 109,092 5,112,109 SH   SOLE   5,112,109 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 94,070 4,557,652 SH   SOLE   4,557,652 0 0
LIVENT CORP COM 53814L108 20,975 1,519,910 SH   SOLE   1,519,910 0 0
LOWES COS INC COM 548661107 74,277 804,215 SH   SOLE   804,215 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 81,401 978,845 SH   SOLE   978,845 0 0
MCKESSON CORP COM 58155Q103 499,422 4,520,886 SH   SOLE   4,520,886 0 0
MERITOR INC COM 59001K100 140,339 8,299,201 SH   SOLE   8,299,201 0 0
MICROSOFT CORP COM 594918104 127,242 1,252,751 SH   SOLE   1,252,751 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 79,917 6,040,617 SH   SOLE   6,040,617 0 0
NVENT ELECTRIC PLC SHS G6700G107 149,518 6,657,097 SH   SOLE   6,657,097 0 0
NXP SEMICONDUCTORS N V COM N6596X109 80,391 1,097,045 SH   SOLE   1,097,045 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 93,794 9,079,815 SH   SOLE   9,079,815 0 0
SHIRE PLC SPONSORED ADR 82481R106 794,167 4,563,127 SH   SOLE   4,563,127 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 306,726 17,895,314 SH   SOLE   17,895,314 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 263,365 1,176,841 SH   SOLE   1,176,841 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 228,754 1,962,547 SH   SOLE   1,962,547 0 0
VEREIT INC COM 92339V100 33,069 4,625,069 SH   SOLE   4,625,069 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 65,716 961,747 SH   SOLE   961,747 0 0
WILLIAMS COS INC DEL COM 969457100 194,330 8,813,133 SH   SOLE   8,813,133 0 0