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
ALPHABET INC CAP STK CL A 02079K305 477,803 405,988 SH   SOLE   405,988 0 0
AMERISOURCEBERGEN CORP COM 03073E105 173,385 2,180,396 SH   SOLE   2,180,396 0 0
ANTHEM INC COM 036752103 292,214 1,018,237 SH   SOLE   1,018,237 0 0
AVIS BUDGET GROUP INC COM 053774105 125,229 3,592,344 SH   SOLE   3,592,344 0 0
BAUSCH HEALTH COS INC COM 071734107 230,087 9,315,244 SH   SOLE   9,315,244 0 0
BAXTER INTL INC COM 071813109 76,495 940,778 SH   SOLE   940,778 0 0
BROOKDALE SR LIVING INC COM 112463104 95,645 14,535,690 SH   SOLE   14,535,690 0 0
CBS CORP NEW CL B 124857202 196,263 4,129,237 SH   SOLE   4,129,237 0 0
CENTENE CORP DEL COM 15135B101 38,484 724,752 SH   SOLE   724,752 0 0
CIGNA CORP NEW COM 125523100 703,892 4,376,891 SH   SOLE   4,376,891 0 0
DAVITA INC COM 23918K108 74,187 1,366,498 SH   SOLE   1,366,498 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 53,565 2,781,149 SH   SOLE   2,781,149 0 0
DISNEY WALT CO COM DISNEY 254687106 79,853 719,201 SH   SOLE   719,201 0 0
DXC TECHNOLOGY CO COM 23355L106 707,048 10,994,368 SH   SOLE   10,994,368 0 0
ELEMENT SOLUTIONS INC COM 28618M106 118,090 11,692,065 SH   SOLE   11,692,065 0 0
ENDO INTL PLC SHS G30401106 69,557 8,662,136 SH   SOLE   8,662,136 0 0
F M C CORP COM NEW 302491303 704,229 9,167,262 SH   SOLE   9,167,262 0 0
FIRST DATA CORP NEW COM CL A 32008D106 382,324 14,553,631 SH   SOLE   14,553,631 0 0
FLEX LTD ORD Y2573F102 205,438 20,543,849 SH   SOLE   20,543,849 0 0
HCA HEALTHCARE INC COM 40412C101 553,268 4,243,504 SH   SOLE   4,243,504 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 41,999 2,417,898 SH   SOLE   2,417,898 0 0
HOLOGIC INC COM 436440101 520,714 10,758,550 SH   SOLE   10,758,550 0 0
HUMANA INC COM 444859102 349,002 1,312,039 SH   SOLE   1,312,039 0 0
IQVIA HLDGS INC COM 46266C105 562,526 3,910,507 SH   SOLE   3,910,507 0 0
JABIL INC COM 466313103 2,659 100,000 SH   SOLE   100,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 129,565 5,199,219 SH   SOLE   5,199,219 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 110,341 4,557,652 SH   SOLE   4,557,652 0 0
LIVENT CORP COM 53814L108 145,445 11,844,047 SH   SOLE   11,844,047 0 0
LOWES COS INC COM 548661107 88,037 804,215 SH   SOLE   804,215 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 360,835 4,291,569 SH   SOLE   4,291,569 0 0
MCKESSON CORP COM 58155Q103 575,807 4,918,907 SH   SOLE   4,918,907 0 0
MERITOR INC COM 59001K100 156,679 7,699,201 SH   SOLE   7,699,201 0 0
MICROSOFT CORP COM 594918104 224,337 1,902,131 SH   SOLE   1,902,131 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 89,307 5,275,052 SH   SOLE   5,275,052 0 0
NVENT ELECTRIC PLC SHS G6700G107 150,539 5,579,650 SH   SOLE   5,579,650 0 0
NXP SEMICONDUCTORS N V COM N6596X109 286,266 3,238,670 SH   SOLE   3,238,670 0 0
STARS GROUP INC COM 85570W100 29,466 1,682,820 SH   SOLE   1,682,820 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 531,915 26,112,660 SH   SOLE   26,112,660 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 516,263 17,900,928 SH   SOLE   17,900,928 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 268,407 980,589 SH   SOLE   980,589 0 0
UNIVAR INC COM 91336L107 97,528 4,401,087 SH   SOLE   4,401,087 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 275,315 2,058,124 SH   SOLE   2,058,124 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 37,870 140,391 SH   SOLE   140,391 0 0
WILLIAMS COS INC DEL COM 969457100 215,075 7,488,701 SH   SOLE   7,488,701 0 0
WORLDPAY INC CL A 981558109 83,095 732,114 SH   SOLE   732,114 0 0