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 320,140 295,659 SH   SOLE   295,659 0 0
AMERISOURCEBERGEN CORP COM 03073E105 139,150 1,632,061 SH   SOLE   1,632,061 0 0
ANTHEM INC COM 036752103 245,753 870,817 SH   SOLE   870,817 0 0
AVIS BUDGET GROUP INC COM 053774105 108,134 3,075,470 SH   SOLE   3,075,470 0 0
BAUSCH HEALTH COS INC COM 071734107 245,018 9,715,244 SH   SOLE   9,715,244 0 0
BAXTER INTL INC COM 071813109 17,367 212,055 SH   SOLE   212,055 0 0
BROOKDALE SR LIVING INC COM 112463104 132,906 18,433,572 SH   SOLE   18,433,572 0 0
CBS CORP NEW CL B 124857202 206,955 4,147,401 SH   SOLE   4,147,401 0 0
CENTENE CORP DEL COM 15135B101 77,677 1,481,259 SH   SOLE   1,481,259 0 0
CIGNA CORP NEW COM 125523100 780,761 4,955,640 SH   SOLE   4,955,640 0 0
DAVITA INC COM 23918K108 182,041 3,235,712 SH   SOLE   3,235,712 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 61,223 3,061,149 SH   SOLE   3,061,149 0 0
DISNEY WALT CO COM DISNEY 254687106 262,928 1,882,898 SH   SOLE   1,882,898 0 0
DXC TECHNOLOGY CO COM 23355L106 603,280 10,938,889 SH   SOLE   10,938,889 0 0
ELEMENT SOLUTIONS INC COM 28618M106 120,896 11,692,065 SH   SOLE   11,692,065 0 0
ENDO INTL PLC SHS G30401106 56,870 13,803,291 SH   SOLE   13,803,291 0 0
F M C CORP COM NEW 302491303 620,315 7,478,180 SH   SOLE   7,478,180 0 0
FIRST DATA CORP NEW COM CL A 32008D106 372,765 13,770,407 SH   SOLE   13,770,407 0 0
FLEX LTD ORD Y2573F102 184,967 19,327,774 SH   SOLE   19,327,774 0 0
HCA HEALTHCARE INC COM 40412C101 682,347 5,048,066 SH   SOLE   5,048,066 0 0
HOLOGIC INC COM 436440101 469,407 9,775,247 SH   SOLE   9,775,247 0 0
HUMANA INC COM 444859102 466,239 1,757,402 SH   SOLE   1,757,402 0 0
IQVIA HLDGS INC COM 46266C105 623,009 3,872,023 SH   SOLE   3,872,023 0 0
JABIL INC COM 466313103 3,160 100,000 SH   SOLE   100,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 125,681 4,656,592 SH   SOLE   4,656,592 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 120,915 4,557,652 SH   SOLE   4,557,652 0 0
LIVENT CORP COM 53814L108 64,270 9,287,606 SH   SOLE   9,287,606 0 0
LOWES COS INC COM 548661107 79,113 783,991 SH   SOLE   783,991 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 355,902 4,132,148 SH   SOLE   4,132,148 0 0
MCKESSON CORP COM 58155Q103 605,510 4,505,619 SH   SOLE   4,505,619 0 0
MERITOR INC COM 59001K100 174,780 7,207,435 SH   SOLE   7,207,435 0 0
MICROSOFT CORP COM 594918104 76,020 567,485 SH   SOLE   567,485 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 94,255 5,902,017 SH   SOLE   5,902,017 0 0
NVENT ELECTRIC PLC SHS G6700G107 80,323 3,240,147 SH   SOLE   3,240,147 0 0
NXP SEMICONDUCTORS N V COM N6596X109 233,179 2,388,888 SH   SOLE   2,388,888 0 0
T MOBILE US INC COM 872590104 88,424 1,192,665 SH   SOLE   1,192,665 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 467,826 26,430,828 SH   SOLE   26,430,828 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 370,163 17,916,896 SH   SOLE   17,916,896 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 161,690 550,564 SH   SOLE   550,564 0 0
UNITED RENTALS INC COM 911363109 55,413 417,802 SH   SOLE   417,802 0 0
UNITEDHEALTH GROUP INC COM 91324P102 177,265 726,468 SH   SOLE   726,468 0 0
UNIVAR INC COM 91336L107 126,424 5,736,135 SH   SOLE   5,736,135 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 232,969 1,786,710 SH   SOLE   1,786,710 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 51,794 181,689 SH   SOLE   181,689 0 0
WILLIAMS COS INC DEL COM 969457100 205,696 7,335,812 SH   SOLE   7,335,812 0 0
WORLDPAY INC CL A 981558109 103,903 847,839 SH   SOLE   847,839 0 0