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 49,791 28,409 SH   SOLE   28,409 0 0
AMAZON COM INC COM 023135106 2,534 778 SH   SOLE   778 0 0
AMERISOURCEBERGEN CORP COM 03073E105 85,583 875,442 SH   SOLE   875,442 0 0
AMGEN INC COM 031162100 32,528 141,474 SH   SOLE   141,474 0 0
ANTHEM INC COM 036752103 59,229 184,461 SH   SOLE   184,461 0 0
APTIV PLC SHS G6095L109 14,366 110,263 SH   SOLE   110,263 0 0
ARAMARK COM 03852U106 7,175 186,457 SH   SOLE   186,457 0 0
AVIS BUDGET GROUP COM 053774105 64,321 1,724,413 SH   SOLE   1,724,413 0 0
BAUSCH HEALTH COS INC COM 071734107 341,828 16,434,019 SH   SOLE   16,434,019 0 0
BAXTER INTL INC COM 071813109 44,841 558,832 SH   SOLE   558,832 0 0
BOSTON SCIENTIFIC CORP COM 101137107 97,169 2,702,881 SH   SOLE   2,702,881 0 0
BROOKDALE SR LIVING INC COM 112463104 79,766 18,005,910 SH   SOLE   18,005,910 0 0
CIGNA CORP NEW COM 125523100 261,270 1,255,021 SH   SOLE   1,255,021 0 0
CIGNA CORP NEW COM 125523100 41,636 200,000 SH Call SOLE   200,000 0 0
CORTEVA INC COM 22052L104 49,926 1,289,420 SH   SOLE   1,289,420 0 0
DAVITA INC COM 23918K108 16,508 140,613 SH   SOLE   140,613 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 4,984 200,147 SH   SOLE   200,147 0 0
DUPONT DE NEMOURS INC COM 26614N102 18,347 258,003 SH   SOLE   258,003 0 0
DXC TECHNOLOGY CO COM 23355L106 261,338 10,149,059 SH   SOLE   10,149,059 0 0
ELEMENT SOLUTIONS INC COM 28618M106 68,557 3,866,712 SH   SOLE   3,866,712 0 0
ENDO INTL PLC SHS G30401106 53,777 7,489,768 SH   SOLE   7,489,768 0 0
EXPEDIA GROUP INC COM NEW 30212P303 56,786 428,895 SH   SOLE   428,895 0 0
FACEBOOK INC CL A 30303M102 2,619 9,586 SH   SOLE   9,586 0 0
FISERV INC COM 337738108 55,077 483,726 SH   SOLE   483,726 0 0
FLUIDIGM CORP DEL COM 34385P108 4,856 809,369 SH   SOLE   809,369 0 0
FMC CORP COM NEW 302491303 81,807 711,796 SH   SOLE   711,796 0 0
GLOBAL PMTS INC COM 37940X102 12,956 60,143 SH   SOLE   60,143 0 0
HCA HEALTHCARE INC COM 40412C101 213,828 1,300,181 SH   SOLE   1,300,181 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 31,519 1,042,641 SH   SOLE   1,042,641 0 0
HOLOGIC INC COM 436440101 58,588 804,442 SH   SOLE   804,442 0 0
HUMANA INC COM 444859102 65,430 159,480 SH   SOLE   159,480 0 0
INSPERITY INC COM 45778Q107 13,026 159,983 SH   SOLE   159,983 0 0
IQVIA HLDGS INC COM 46266C105 60,856 339,657 SH   SOLE   339,657 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 112,398 552,187 SH   SOLE   552,187 0 0
LYFT INC CL A COM 55087P104 101,413 2,064,179 SH   SOLE   2,064,179 0 0
MARRIOTT INTL INC NEW CL A 571903202 30,159 228,619 SH   SOLE   228,619 0 0
MCKESSON CORP COM 58155Q103 203,084 1,167,689 SH   SOLE   1,167,689 0 0
MCKESSON CORP COM 58155Q103 34,784 200,000 SH Call SOLE   200,000 0 0
MEDTRONIC PLC SHS G5960L103 13,340 113,882 SH   SOLE   113,882 0 0
MERITOR INC COM 59001K100 76,957 2,757,332 SH   SOLE   2,757,332 0 0
MICHAELS COS INC COM 59408Q106 25,969 1,996,084 SH   SOLE   1,996,084 0 0
MICROSOFT CORP COM 594918104 5,504 24,748 SH   SOLE   24,748 0 0
MOLINA HEALTHCARE INC COM 60855R100 39,286 184,720 SH   SOLE   184,720 0 0
MYRIAD GENETICS INC COM 62855J104 72,825 3,682,691 SH   SOLE   3,682,691 0 0
NORFOLK SOUTHN CORP COM 655844108 22,557 94,933 SH   SOLE   94,933 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 98,690 2,238,367 SH   SOLE   2,238,367 0 0
PRA HEALTH SCIENCES INC COM 69354M108 11,782 93,925 SH   SOLE   93,925 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11,985 100,567 SH   SOLE   100,567 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 277,741 15,260,512 SH   SOLE   15,260,512 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 729,074 18,258,810 SH   SOLE   18,258,810 0 0
UNION PAC CORP COM 907818108 13,270 63,731 SH   SOLE   63,731 0 0
UNITED RENTALS INC COM 911363109 2,969 12,804 SH   SOLE   12,804 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 85,821 624,152 SH   SOLE   624,152 0 0
VIACOMCBS INC CL B 92556H206 49,985 1,341,520 SH   SOLE   1,341,520 0 0
VIAD CORP COM NEW 92552R406 9,078 250,995 SH   SOLE   250,995 0 0
WELLTOWER INC COM 95040Q104 19,756 305,732 SH   SOLE   305,732 0 0