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 5,452 3,845 SH   SOLE   3,845 0 0
AMERISOURCEBERGEN CORP COM 03073E105 96,251 955,159 SH   SOLE   955,159 0 0
AVIS BUDGET GROUP COM 053774105 52,084 2,275,409 SH   SOLE   2,275,409 0 0
AVIS BUDGET GROUP COM 053774105 11,445 500,000 SH Call SOLE   500,000 0 0
BAUSCH HEALTH COS INC COM 071734107 286,131 15,644,128 SH   SOLE   15,644,128 0 0
BAXTER INTL INC COM 071813109 6,607 76,738 SH   SOLE   76,738 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 8,797 120,332 SH   SOLE   120,332 0 0
BOSTON SCIENTIFIC CORP COM 101137107 74,187 2,113,001 SH   SOLE   2,113,001 0 0
BROOKDALE SR LIVING INC COM 112463104 39,343 13,336,554 SH   SOLE   13,336,554 0 0
CIGNA CORP NEW COM 125523100 244,273 1,301,750 SH   SOLE   1,301,750 0 0
CORTEVA INC COM 22052L104 67,450 2,517,740 SH   SOLE   2,517,740 0 0
DAVITA INC COM 23918K108 62,321 787,483 SH   SOLE   787,483 0 0
DXC TECHNOLOGY CO COM 23355L106 197,802 11,988,030 SH   SOLE   11,988,030 0 0
EBAY INC. COM 278642103 29,066 554,162 SH   SOLE   554,162 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 233 3,375 SH   SOLE   3,375 0 0
ELEMENT SOLUTIONS INC COM 28618M106 34,652 3,193,768 SH   SOLE   3,193,768 0 0
ENDO INTL PLC SHS G30401106 32,403 9,446,971 SH   SOLE   9,446,971 0 0
EXPEDIA GROUP INC COM NEW 30212P303 20,965 255,049 SH   SOLE   255,049 0 0
F M C CORP COM NEW 302491303 114,276 1,147,119 SH   SOLE   1,147,119 0 0
FISERV INC COM 337738108 16,420 168,200 SH   SOLE   168,200 0 0
HCA HEALTHCARE INC COM 40412C101 209,379 2,157,209 SH   SOLE   2,157,209 0 0
HOLOGIC INC COM 436440101 110,337 1,935,735 SH   SOLE   1,935,735 0 0
HOST HOTELS & RESORTS INC COM 44107P104 8,002 741,628 SH   SOLE   741,628 0 0
HUMANA INC COM 444859102 66,434 171,332 SH   SOLE   171,332 0 0
IQVIA HLDGS INC COM 46266C105 78,212 551,258 SH   SOLE   551,258 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 121,932 734,044 SH   SOLE   734,044 0 0
LYFT INC CL A COM 55087P104 12,828 388,614 SH   SOLE   388,614 0 0
MARRIOTT INTL INC NEW CL A 571903202 61,888 721,889 SH   SOLE   721,889 0 0
MCKESSON CORP COM 58155Q103 186,974 1,218,704 SH   SOLE   1,218,704 0 0
MERITOR INC COM 59001K100 107,939 5,451,480 SH   SOLE   5,451,480 0 0
MICHAELS COS INC COM 59408Q106 24,751 3,500,850 SH   SOLE   3,500,850 0 0
MOLINA HEALTHCARE INC COM 60855R100 59,093 332,019 SH   SOLE   332,019 0 0
MYRIAD GENETICS INC COM 62855J104 20,534 1,810,727 SH   SOLE   1,810,727 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 127,591 5,042,131 SH   SOLE   5,042,131 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 10,878 3,153,150 SH   SOLE   3,153,150 0 0
PRA HEALTH SCIENCES INC COM 69354M108 2,197 22,579 SH   SOLE   22,579 0 0
QUEST DIAGNOSTICS INC COM 74834L100 62,229 546,061 SH   SOLE   546,061 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 290,382 16,195,310 SH   SOLE   16,195,310 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 357,878 19,761,353 SH   SOLE   19,761,353 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 29,551 81,555 SH   SOLE   81,555 0 0
UNITED RENTALS INC COM 911363109 48,187 323,316 SH   SOLE   323,316 0 0
UNITEDHEALTH GROUP INC COM 91324P102 32,700 110,866 SH   SOLE   110,866 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 62,994 678,152 SH   SOLE   678,152 0 0
VIACOMCBS INC CL B 92556H206 134,248 5,756,784 SH   SOLE   5,756,784 0 0