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
ACTIVISION BLIZZARD INC COM 00507V109 24,069 309,132 SH   SOLE   309,132 0 0
ALPHABET INC CAP STK CL A 02079K305 23,612 10,835 SH   SOLE   10,835 0 0
AMAZON COM INC COM 023135106 75,958 715,164 SH   SOLE   715,164 0 0
APTIV PLC SHS G6095L109 132,711 1,489,959 SH   SOLE   1,489,959 0 0
BAXTER INTL INC COM 071813109 139,573 2,173,019 SH   SOLE   2,173,019 0 0
BERKELEY LTS INC COM 084310101 11,558 2,325,567 SH   SOLE   2,325,567 0 0
BOOKING HOLDINGS INC COM 09857L108 10,522 6,016 SH   SOLE   6,016 0 0
BOSTON SCIENTIFIC CORP COM 101137107 33,371 895,396 SH   SOLE   895,396 0 0
BROOKDALE SR LIVING INC COM 112463104 44,695 9,844,673 SH   SOLE   9,844,673 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 16,777 5,464,751 SH   SOLE   5,464,751 0 0
CENTENE CORP DEL COM 15135B101 90,822 1,073,420 SH   SOLE   1,073,420 0 0
CHANGE HEALTHCARE INC COM 15912K100 99,809 4,328,222 SH   SOLE   4,328,222 0 0
CHANGE HEALTHCARE INC COM 15912K100 11,530 500,000 SH Call SOLE   500,000 0 0
CIGNA CORP NEW COM 125523100 547,117 2,076,189 SH   SOLE   2,076,189 0 0
CIGNA CORP NEW COM 125523100 52,704 200,000 SH Call SOLE   200,000 0 0
CLARIVATE PLC ORD SHS G21810109 33,137 2,390,852 SH   SOLE   2,390,852 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 165,678 3,210,186 SH   SOLE   3,210,186 0 0
CORTEVA INC COM 22052L104 84,548 1,561,646 SH   SOLE   1,561,646 0 0
CYTEK BIOSCIENCES INC COM 23285D109 5,365 500,000 SH   SOLE   500,000 0 0
DIGIMARC CORP NEW COM 25381B101 7,777 550,000 SH   SOLE   550,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 83,565 1,503,503 SH   SOLE   1,503,503 0 0
DXC TECHNOLOGY CO COM 23355L106 240,167 7,923,704 SH   SOLE   7,923,704 0 0
ELEMENT SOLUTIONS INC COM 28618M106 74,171 4,166,904 SH   SOLE   4,166,904 0 0
ENCOMPASS HEALTH CORP COM 29261A100 77,027 1,374,252 SH   SOLE   1,374,252 0 0
EPAM SYS INC COM 29414B104 11,349 38,500 SH   SOLE   38,500 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 7,979 2,999,461 SH   SOLE   2,999,461 0 0
FISERV INC COM 337738108 190,645 2,142,801 SH   SOLE   2,142,801 0 0
FLEX LTD ORD Y2573F102 191 13,200 SH   SOLE   13,200 0 0
FMC CORP COM NEW 302491303 81,167 758,499 SH   SOLE   758,499 0 0
GLOBAL PMTS INC COM 37940X102 260,304 2,352,712 SH   SOLE   2,352,712 0 0
HCA HEALTHCARE INC COM 40412C101 53,246 316,829 SH   SOLE   316,829 0 0
HOLOGIC INC COM 436440101 24,905 359,381 SH   SOLE   359,381 0 0
HYPERFINE INC COM CL A 44916K106 1,349 605,052 SH   SOLE   605,052 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 8,356 3,510,748 SH   SOLE   3,510,748 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 22,918 495,100 SH   SOLE   495,100 0 0
LAS VEGAS SANDS CORP COM 517834107 25,330 754,104 SH   SOLE   754,104 0 0
LONGVIEW ACQUISITION CORP II UNIT 99/99/9999 54319Q204 49,000 5,000,000 SH   SOLE   5,000,000 0 0
MCKESSON CORP COM 58155Q103 236,776 725,839 SH   SOLE   725,839 0 0
META PLATFORMS INC CL A 30303M102 14,227 88,230 SH   SOLE   88,230 0 0
MICROSOFT CORP COM 594918104 52,751 205,392 SH   SOLE   205,392 0 0
MIRATI THERAPEUTICS INC COM 60468T105 13,681 203,800 SH   SOLE   203,800 0 0
MYRIAD GENETICS INC COM 62855J104 30,831 1,696,791 SH   SOLE   1,696,791 0 0
NORFOLK SOUTHN CORP COM 655844108 56,931 250,479 SH   SOLE   250,479 0 0
ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 4,758 485,001 SH   SOLE   485,001 0 0
OUSTER INC COM 68989M103 1,829 1,128,982 SH   SOLE   1,128,982 0 0
QUANTUM SI INC COM CL A 74765K105 12,180 5,250,000 SH   SOLE   5,250,000 0 0
RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104 3,225 750,000 SH   SOLE   750,000 0 0
SABRE CORP COM 78573M104 17,394 2,983,469 SH   SOLE   2,983,469 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 358,757 6,825,671 SH   SOLE   6,825,671 0 0
UBER TECHNOLOGIES INC COM 90353T100 87,760 4,289,342 SH   SOLE   4,289,342 0 0
UNITED RENTALS INC COM 911363109 48,622 200,163 SH   SOLE   200,163 0 0
US FOODS HLDG CORP COM 912008109 141,891 4,624,862 SH   SOLE   4,624,862 0 0
VALVOLINE INC COM 92047W101 57,560 1,996,539 SH   SOLE   1,996,539 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 25,211 127,721 SH   SOLE   127,721 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 10,243 308,154 SH   SOLE   308,154 0 0