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 134,376 50,262 SH   SOLE   50,262 0 0
AMERISOURCEBERGEN CORP COM 03073E105 225,283 1,886,005 SH   SOLE   1,886,005 0 0
AMGEN INC COM 031162100 22,513 105,870 SH   SOLE   105,870 0 0
ANTHEM INC COM 036752103 32,811 88,011 SH   SOLE   88,011 0 0
APTIV PLC SHS G6095L109 122,672 823,467 SH   SOLE   823,467 0 0
ATI PHYSICAL THERAPY INC *W EXP 08/10/202 00216W117 198 300,000 SH   SOLE   300,000 0 0
ATI PHYSICAL THERAPY INC COM CL A 00216W109 947 249,145 SH   SOLE   249,145 0 0
BAUSCH HEALTH COS INC COM 071734107 435,831 15,649,243 SH   SOLE   15,649,243 0 0
BAXTER INTL INC COM 071813109 174,350 2,167,722 SH   SOLE   2,167,722 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 15,884 114,345 SH   SOLE   114,345 0 0
BOSTON SCIENTIFIC CORP COM 101137107 89,526 2,063,297 SH   SOLE   2,063,297 0 0
BOWX ACQUISITION CORP CL A 103085106 7,573 757,294 SH   SOLE   757,294 0 0
BROOKDALE SR LIVING INC COM 112463104 84,765 13,454,840 SH   SOLE   13,454,840 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 51,832 4,964,751 SH   SOLE   4,964,751 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 25,287 2,405,960 SH   SOLE   2,405,960 0 0
CENTENE CORP DEL COM 15135B101 132,248 2,122,427 SH   SOLE   2,122,427 0 0
CHANGE HEALTHCARE INC COM 15912K100 47,806 2,283,022 SH   SOLE   2,283,022 0 0
CIGNA CORP NEW COM 125523100 264,777 1,322,827 SH   SOLE   1,322,827 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 121,351 2,194,816 SH   SOLE   2,194,816 0 0
CORTEVA INC COM 22052L104 93,622 2,224,846 SH   SOLE   2,224,846 0 0
DAVITA INC COM 23918K108 54,506 468,827 SH   SOLE   468,827 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 12,349 734,595 SH   SOLE   734,595 0 0
DUPONT DE NEMOURS INC COM 26614N102 103,510 1,522,425 SH   SOLE   1,522,425 0 0
DXC TECHNOLOGY CO COM 23355L106 188,282 5,601,965 SH   SOLE   5,601,965 0 0
ELEMENT SOLUTIONS INC COM 28618M106 59,682 2,752,843 SH   SOLE   2,752,843 0 0
ENCOMPASS HEALTH CORP COM 29261A100 30,067 400,686 SH   SOLE   400,686 0 0
ENDO INTL PLC SHS G30401106 21,220 6,549,304 SH   SOLE   6,549,304 0 0
FACEBOOK INC CL A 30303M102 69,711 205,401 SH   SOLE   205,401 0 0
FAST ACQUISITION CORP COM CL A 311875108 11,169 878,761 SH   SOLE   878,761 0 0
FISERV INC COM 337738108 66,815 615,802 SH   SOLE   615,802 0 0
FLEX LTD ORD Y2573F102 19,732 1,116,039 SH   SOLE   1,116,039 0 0
FMC CORP COM NEW 302491303 70,693 772,099 SH   SOLE   772,099 0 0
GLOBAL PMTS INC COM 37940X102 210,567 1,336,257 SH   SOLE   1,336,257 0 0
HCA HEALTHCARE INC COM 40412C101 127,486 525,237 SH   SOLE   525,237 0 0
HOLOGIC INC COM 436440101 51,667 700,005 SH   SOLE   700,005 0 0
HUMANA INC COM 444859102 70,052 180,012 SH   SOLE   180,012 0 0
INSPERITY INC COM 45778Q107 56,617 511,258 SH   SOLE   511,258 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 44,970 4,137,102 SH   SOLE   4,137,102 0 0
LONGVIEW ACQUISITION CORP II UNIT 99/99/9999 54319Q204 50,700 5,000,000 SH   SOLE   5,000,000 0 0
MCKESSON CORP COM 58155Q103 345,135 1,731,042 SH   SOLE   1,731,042 0 0
MCKESSON CORP COM 58155Q103 31,901 160,000 SH Call SOLE   160,000 0 0
MERITOR INC COM 59001K100 27,898 1,309,166 SH   SOLE   1,309,166 0 0
MIRATI THERAPEUTICS INC COM 60468T105 8,102 45,800 SH   SOLE   45,800 0 0
MOLINA HEALTHCARE INC COM 60855R100 89,561 330,105 SH   SOLE   330,105 0 0
MYRIAD GENETICS INC COM 62855J104 72,174 2,235,168 SH   SOLE   2,235,168 0 0
NORFOLK SOUTHN CORP COM 655844108 66,463 277,799 SH   SOLE   277,799 0 0
ORGANON & CO COMMON STOCK 68622V106 24,695 753,127 SH   SOLE   753,127 0 0
ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 4,940 500,000 SH   SOLE   500,000 0 0
OUSTER INC COM 68989M103 8,799 1,201,982 SH   SOLE   1,201,982 0 0
SABRE CORP COM 78573M104 43,896 3,707,472 SH   SOLE   3,707,472 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 132,713 8,102,119 SH   SOLE   8,102,119 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 574,888 8,652,741 SH   SOLE   8,652,741 0 0
UBER TECHNOLOGIES INC COM 90353T100 108,984 2,432,683 SH   SOLE   2,432,683 0 0
UNION PAC CORP COM 907818108 64,575 329,447 SH   SOLE   329,447 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 121,638 879,079 SH   SOLE   879,079 0 0
VELOCITY ACQUISITION CORP *W EXP 02/24/202 92259E112 171 244,060 SH   SOLE   244,060 0 0
VIACOMCBS INC CL B 92556H206 105,406 2,667,822 SH   SOLE   2,667,822 0 0
VISA INC COM CL A 92826C839 29,989 134,630 SH   SOLE   134,630 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 193,592 832,798 SH   SOLE   832,798 0 0