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 5,635 3,845 SH   SOLE   3,845 0 0
AMERISOURCEBERGEN CORP COM 03073E105 79,443 819,674 SH   SOLE   819,674 0 0
AMGEN INC COM 031162100 11,514 45,303 SH   SOLE   45,303 0 0
AVIS BUDGET GROUP COM 053774105 34,778 1,321,354 SH   SOLE   1,321,354 0 0
BAUSCH HEALTH COS INC COM 071734107 232,443 14,957,708 SH   SOLE   14,957,708 0 0
BAXTER INTL INC COM 071813109 10,666 132,623 SH   SOLE   132,623 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 6,309 97,047 SH   SOLE   97,047 0 0
BOSTON SCIENTIFIC CORP COM 101137107 39,931 1,045,052 SH   SOLE   1,045,052 0 0
BROOKDALE SR LIVING INC COM 112463104 31,970 12,586,554 SH   SOLE   12,586,554 0 0
CIGNA CORP NEW COM 125523100 221,932 1,310,027 SH   SOLE   1,310,027 0 0
CORTEVA INC COM 22052L104 48,135 1,670,774 SH   SOLE   1,670,774 0 0
DAVITA INC COM 23918K108 16,574 193,506 SH   SOLE   193,506 0 0
DXC TECHNOLOGY CO COM 23355L106 182,395 10,218,215 SH   SOLE   10,218,215 0 0
EBAY INC. COM 278642103 15,097 289,767 SH   SOLE   289,767 0 0
ELEMENT SOLUTIONS INC COM 28618M106 26,102 2,483,523 SH   SOLE   2,483,523 0 0
ENDO INTL PLC SHS G30401106 28,758 8,714,484 SH   SOLE   8,714,484 0 0
EXPEDIA GROUP INC COM NEW 30212P303 31,673 345,433 SH   SOLE   345,433 0 0
F M C CORP COM NEW 302491303 73,555 694,509 SH   SOLE   694,509 0 0
FISERV INC COM 337738108 19,983 193,915 SH   SOLE   193,915 0 0
FLUIDIGM CORP DEL COM 34385P108 6,014 809,369 SH   SOLE   809,369 0 0
HCA HEALTHCARE INC COM 40412C101 204,290 1,638,515 SH   SOLE   1,638,515 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 11,048 406,928 SH   SOLE   406,928 0 0
HOLOGIC INC COM 436440101 96,393 1,450,171 SH   SOLE   1,450,171 0 0
HUMANA INC COM 444859102 34,390 83,089 SH   SOLE   83,089 0 0
IQVIA HLDGS INC COM 46266C105 66,045 418,985 SH   SOLE   418,985 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 131,496 698,442 SH   SOLE   698,442 0 0
LYFT INC CL A COM 55087P104 18,705 678,952 SH   SOLE   678,952 0 0
MARRIOTT INTL INC NEW CL A 571903202 40,524 437,717 SH   SOLE   437,717 0 0
MCKESSON CORP COM 58155Q103 188,733 1,267,259 SH   SOLE   1,267,259 0 0
MEDTRONIC PLC SHS G5960L103 11,835 113,882 SH   SOLE   113,882 0 0
MERITOR INC COM 59001K100 81,065 3,871,291 SH   SOLE   3,871,291 0 0
MICHAELS COS INC COM 59408Q106 21,758 2,253,499 SH   SOLE   2,253,499 0 0
MICROSOFT CORP COM 594918104 11,287 53,664 SH   SOLE   53,664 0 0
MOLINA HEALTHCARE INC COM 60855R100 38,141 208,374 SH   SOLE   208,374 0 0
MYRIAD GENETICS INC COM 62855J104 35,964 2,757,993 SH   SOLE   2,757,993 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 79,864 2,406,267 SH   SOLE   2,406,267 0 0
PRA HEALTH SCIENCES INC COM 69354M108 9,528 93,925 SH   SOLE   93,925 0 0
QUEST DIAGNOSTICS INC COM 74834L100 18,313 159,954 SH   SOLE   159,954 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 299,508 16,788,589 SH   SOLE   16,788,589 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 484,351 19,761,353 SH   SOLE   19,761,353 0 0
UNITED RENTALS INC COM 911363109 13,864 79,450 SH   SOLE   79,450 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 61,604 575,634 SH   SOLE   575,634 0 0
VIACOMCBS INC CL B 92556H206 96,349 3,439,825 SH   SOLE   3,439,825 0 0
VIAD CORP COM NEW 92552R406 1,062 50,995 SH   SOLE   50,995 0 0
WELLTOWER INC COM 95040Q104 6,833 124,039 SH   SOLE   124,039 0 0