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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,487 138,845 SH   SOLE   138,845 0 0
ALPHABET INC CAP STK CL A 02079K305 136,115 55,744 SH   SOLE   55,744 0 0
AMAZON COM INC COM 023135106 71,046 20,652 SH   SOLE   20,652 0 0
AMERISOURCEBERGEN CORP COM 03073E105 196,844 1,719,316 SH   SOLE   1,719,316 0 0
AMGEN INC COM 031162100 17,626 72,313 SH   SOLE   72,313 0 0
ANTHEM INC COM 036752103 65,942 172,713 SH   SOLE   172,713 0 0
APTIV PLC SHS G6095L109 81,892 520,513 SH   SOLE   520,513 0 0
ATI PHYSICAL THERAPY INC *W EXP 08/10/202 00216W117 681 300,000 SH   SOLE   300,000 0 0
ATI PHYSICAL THERAPY INC COM CL A 00216W109 30,567 3,204,086 SH   SOLE   3,204,086 0 0
BAUSCH HEALTH COS INC COM 071734107 479,017 16,337,549 SH   SOLE   16,337,549 0 0
BAXTER INTL INC COM 071813109 94,136 1,169,387 SH   SOLE   1,169,387 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 43,172 444,701 SH   SOLE   444,701 0 0
BOSTON SCIENTIFIC CORP COM 101137107 99,332 2,323,016 SH   SOLE   2,323,016 0 0
BOWX ACQUISITION CORP CL A 103085106 9,050 786,962 SH   SOLE   786,962 0 0
BROOKDALE SR LIVING INC COM 112463104 116,187 14,707,256 SH   SOLE   14,707,256 0 0
BUTTERFLY NETWORK INC *W EXP 02/12/202 124155110 8,275 1,713,333 SH   SOLE   1,713,333 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 71,890 4,964,751 SH   SOLE   4,964,751 0 0
CENTENE CORP DEL COM 15135B101 147,389 2,020,967 SH   SOLE   2,020,967 0 0
CHANGE HEALTHCARE INC COM 15912K100 16,215 703,772 SH   SOLE   703,772 0 0
CIGNA CORP NEW COM 125523100 304,482 1,284,353 SH   SOLE   1,284,353 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 135,596 2,285,833 SH   SOLE   2,285,833 0 0
CORTEVA INC COM 22052L104 98,921 2,230,468 SH   SOLE   2,230,468 0 0
DAVITA INC COM 23918K108 69,018 573,096 SH   SOLE   573,096 0 0
DRAGONEER GROWTH OPPORTUN CO COM CL A G28302100 30,036 3,015,676 SH   SOLE   3,015,676 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 16,269 761,315 SH   SOLE   761,315 0 0
DUPONT DE NEMOURS INC COM 26614N102 96,273 1,243,681 SH   SOLE   1,243,681 0 0
DXC TECHNOLOGY CO COM 23355L106 280,887 7,213,329 SH   SOLE   7,213,329 0 0
ELEMENT SOLUTIONS INC COM 28618M106 89,687 3,836,051 SH   SOLE   3,836,051 0 0
ENDO INTL PLC SHS G30401106 25,133 5,370,384 SH   SOLE   5,370,384 0 0
FACEBOOK INC CL A 30303M102 102,266 294,114 SH   SOLE   294,114 0 0
FAST ACQUISITION CORP COM CL A 311875108 11,751 995,000 SH   SOLE   995,000 0 0
FISERV INC COM 337738108 83,748 783,500 SH   SOLE   783,500 0 0
FLEX LTD ORD Y2573F102 13,195 738,407 SH   SOLE   738,407 0 0
FMC CORP COM NEW 302491303 94,411 872,557 SH   SOLE   872,557 0 0
GLOBAL PMTS INC COM 37940X102 173,843 926,966 SH   SOLE   926,966 0 0
GORES HOLDINGS VI INC COM CL A 38286R105 9,961 614,517 SH   SOLE   614,517 0 0
HCA HEALTHCARE INC COM 40412C101 137,882 666,935 SH   SOLE   666,935 0 0
HOLOGIC INC COM 436440101 52,628 788,788 SH   SOLE   788,788 0 0
HUMANA INC COM 444859102 67,498 152,461 SH   SOLE   152,461 0 0
INSPERITY INC COM 45778Q107 47,839 529,372 SH   SOLE   529,372 0 0
IQVIA HLDGS INC COM 46266C105 37,639 155,329 SH   SOLE   155,329 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 53,727 5,116,826 SH   SOLE   5,116,826 0 0
LIFESCI ACQUISITION II CORP COM 53229E103 3,157 315,666 SH   SOLE   315,666 0 0
LONGVIEW ACQUISITION CORP II UNIT 99/99/9999 54319Q204 50,400 5,000,000 SH   SOLE   5,000,000 0 0
MCKESSON CORP COM 58155Q103 283,431 1,482,070 SH   SOLE   1,482,070 0 0
MEDTRONIC PLC SHS G5960L103 33,256 267,912 SH   SOLE   267,912 0 0
MERITOR INC COM 59001K100 31,944 1,363,967 SH   SOLE   1,363,967 0 0
MOLINA HEALTHCARE INC COM 60855R100 75,265 297,419 SH   SOLE   297,419 0 0
MUDRICK CAPITAL ACQU CORP II COM CL A 62477L107 1,109 89,029 SH   SOLE   89,029 0 0
MYRIAD GENETICS INC COM 62855J104 75,719 2,476,080 SH   SOLE   2,476,080 0 0
NEWHOLD INVESTMENT CORP COM CL A 651448102 17,008 1,695,664 SH   SOLE   1,695,664 0 0
NORFOLK SOUTHN CORP COM 655844108 76,324 287,571 SH   SOLE   287,571 0 0
ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 4,960 500,000 SH   SOLE   500,000 0 0
OUSTER INC COM 68989M103 15,027 1,203,138 SH   SOLE   1,203,138 0 0
QUANTUM SI INC COM CL A 74765K105 88,114 7,187,091 SH   SOLE   7,187,091 0 0
SABRE CORP COM 78573M104 48,306 3,870,698 SH   SOLE   3,870,698 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 153,414 9,115,521 SH   SOLE   9,115,521 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 713,130 10,645,320 SH   SOLE   10,645,320 0 0
UBER TECHNOLOGIES INC COM 90353T100 23,085 460,592 SH   SOLE   460,592 0 0
UNION PAC CORP COM 907818108 75,555 343,540 SH   SOLE   343,540 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 147,815 1,009,456 SH   SOLE   1,009,456 0 0
VELOCITY ACQUISITION CORP UNIT 99/99/9999 92259E203 10,945 1,100,000 SH   SOLE   1,100,000 0 0
VIACOMCBS INC CL B 92556H206 197,464 4,368,677 SH   SOLE   4,368,677 0 0
VISA INC COM CL A 92826C839 49,755 212,791 SH   SOLE   212,791 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 120,874 2,297,540 SH   SOLE   2,297,540 0 0