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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   74,274,398 970,273 SH   SOLE   970,273 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   30,293,887 343,897 SH   SOLE   343,897 0 0
ALIGHT INC COM CL A 01626W101   65,425,143 7,825,974 SH   SOLE   7,825,974 0 0
ALPHABET INC CAP STK CL A 02079K305   31,236,596 354,036 SH   SOLE   354,036 0 0
AMERISOURCEBERGEN CORP COM 03073E105   705,096 4,255 SH   SOLE   4,255 0 0
APTIV PLC SHS G6095L109   85,797,968 921,271 SH   SOLE   921,271 0 0
BAUSCH HEALTH COS INC COM 071734107   9,420,000 1,500,000 SH   SOLE   1,500,000 0 0
BAXTER INTL INC COM 071813109   102,448,324 2,009,973 SH   SOLE   2,009,973 0 0
BERKELEY LTS INC COM 084310101   6,996,614 2,610,677 SH   SOLE   2,610,677 0 0
BOOKING HOLDINGS INC COM 09857L108   37,462,040 18,589 SH   SOLE   18,589 0 0
BROOKDALE SR LIVING INC COM 112463104   37,795,957 13,844,673 SH   SOLE   13,844,673 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   13,443,287 5,464,751 SH   SOLE   5,464,751 0 0
CIGNA CORP NEW COM 125523100   609,646,051 1,839,941 SH   SOLE   1,839,941 0 0
CIGNA CORP NEW COM 125523100   66,268,000 200,000 SH Call SOLE   2,000 0 0
CLARIVATE PLC ORD SHS G21810109   84,047,026 10,077,581 SH   SOLE   10,077,581 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   114,450,276 2,068,877 SH   SOLE   2,068,877 0 0
CORTEVA INC COM 22052L104   39,940,657 679,494 SH   SOLE   679,494 0 0
DIGIMARC CORP NEW COM 25381B101   8,135,600 440,000 SH   SOLE   440,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   10,755,833 877,311 SH   SOLE   877,311 0 0
DUPONT DE NEMOURS INC COM 26614N102   78,584,507 1,145,046 SH   SOLE   1,145,046 0 0
DXC TECHNOLOGY CO COM 23355L106   257,170,655 9,704,553 SH   SOLE   9,704,553 0 0
ELEMENT SOLUTIONS INC COM 28618M106   56,377,813 3,099,385 SH   SOLE   3,099,385 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   15,485,897 5,979,111 SH   SOLE   5,979,111 0 0
EXPEDIA GROUP INC COM NEW 30212P303   44,198,230 504,546 SH   SOLE   504,546 0 0
FARFETCH LTD ORD SH CL A 30744W107   2,927,473 618,916 SH   SOLE   618,916 0 0
FISERV INC COM 337738108   255,021,643 2,523,218 SH   SOLE   2,523,218 0 0
FLEX LTD ORD Y2573F102   86,939,546 4,051,237 SH   SOLE   4,051,237 0 0
FMC CORP COM NEW 302491303   90,105,101 721,996 SH   SOLE   721,996 0 0
GLOBAL PMTS INC COM 37940X102   237,505,108 2,391,312 SH   SOLE   2,391,312 0 0
HCA HEALTHCARE INC COM 40412C101   105,578,801 439,985 SH   SOLE   439,985 0 0
ISOPLEXIS CORP COM 465005106   3,053,500 1,970,000 SH   SOLE   1,970,000 0 0
LAS VEGAS SANDS CORP COM 517834107   36,801,238 765,576 SH   SOLE   765,576 0 0
LENNOX INTL INC COM 526107107   42,199,215 176,396 SH   SOLE   176,396 0 0
MCKESSON CORP COM 58155Q103   244,069,202 650,643 SH   SOLE   650,643 0 0
META PLATFORMS INC CL A 30303M102   63,315,928 526,142 SH   SOLE   526,142 0 0
MYRIAD GENETICS INC COM 62855J104   44,948,614 3,097,768 SH   SOLE   3,097,768 0 0
NEW RELIC INC COM 64829B100   9,070,555 160,683 SH   SOLE   160,683 0 0
NORFOLK SOUTHN CORP COM 655844108   56,079,771 227,578 SH   SOLE   227,578 0 0
PAYPAL HLDGS INC COM 70450Y103   17,805,000 250,000 SH   SOLE   250,000 0 0
QUANTUM SI INC COM CL A 74765K105   7,777,419 4,249,956 SH   SOLE   4,249,956 0 0
RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104   915,742 810,391 SH   SOLE   810,391 0 0
SABRE CORP COM 78573M104   7,024,917 1,136,718 SH   SOLE   1,136,718 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   274,928,927 718,900 SH Put SOLE   718,900 0 0
SPLUNK INC COM 848637104   12,588,080 146,220 SH   SOLE   146,220 0 0
TEMPUR SEALY INTL INC COM 88023U101   13,447,061 391,700 SH   SOLE   391,700 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   434,041,256 8,896,111 SH   SOLE   8,896,111 0 0
UBER TECHNOLOGIES INC COM 90353T100   99,043,798 4,005,006 SH   SOLE   4,005,006 0 0
UNITED RENTALS INC COM 911363109   27,673,001 77,860 SH   SOLE   77,860 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   127,610,836 905,748 SH   SOLE   905,748 0 0
US FOODS HLDG CORP COM 912008109   130,776,350 3,844,102 SH   SOLE   3,844,102 0 0
VALVOLINE INC COM 92047W101   114,068,848 3,493,686 SH   SOLE   3,493,686 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   35,256,696 144,152 SH   SOLE   144,152 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   52,587,687 1,746,519 SH   SOLE   1,746,519 0 0