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
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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   71,781,081 838,662 SH   SOLE   838,662 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   41,184,977 403,063 SH   SOLE   403,063 0 0
ALIGHT INC COM CL A 01626W101   130,271,683 14,144,591 SH   SOLE   14,144,591 0 0
ALPHABET INC CAP STK CL A 02079K305   32,850,772 316,695 SH   SOLE   316,695 0 0
AMAZON COM INC COM 023135106   46,967,822 454,718 SH   SOLE   454,718 0 0
AMERISOURCEBERGEN CORP COM 03073E105   44,449,418 277,618 SH   SOLE   277,618 0 0
APTIV PLC SHS G6095L109   104,666,651 932,941 SH   SOLE   932,941 0 0
AVANTOR INC COM 05352A100   39,379,592 1,862,800 SH   SOLE   1,862,800 0 0
BROOKDALE SR LIVING INC COM 112463104   55,001,785 18,644,673 SH   SOLE   18,644,673 0 0
BROOKDALE SR LIVING INC NOTE 2.000%10/1 112463AC8   18,194,078 25,450,000 PRN   SOLE   25,450,000 0 0
BUTTERFLY NETWORK INC *W EXP 02/12/202 124155110   455,918 1,713,333 SH   SOLE   1,713,333 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   15,102,982 8,033,501 SH   SOLE   8,033,501 0 0
CANO HEALTH INC COM CL A 13781Y103   864,616 950,127 SH   SOLE   950,127 0 0
CARDINAL HEALTH INC COM 14149Y108   10,647,916 141,032 SH   SOLE   141,032 0 0
CLARIVATE PLC ORD SHS G21810109   109,192,207 11,628,563 SH   SOLE   11,628,563 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   71,201,545 1,202,932 SH   SOLE   1,202,932 0 0
CORTEVA INC COM 22052L104   98,860,634 1,639,208 SH   SOLE   1,639,208 0 0
DAVITA INC COM 23918K108   22,400,554 276,175 SH   SOLE   276,175 0 0
DIGIMARC CORP NEW COM 25381B101   8,537,866 434,497 SH   SOLE   434,497 0 0
DOMA HOLDINGS INC COMMON STOCK 25703A104   203,750 500,000 SH   SOLE   500,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   1,812,351 154,374 SH   SOLE   154,374 0 0
DUPONT DE NEMOURS INC COM 26614N102   87,348,109 1,217,056 SH   SOLE   1,217,056 0 0
DXC TECHNOLOGY CO COM 23355L106   228,944,422 8,957,137 SH   SOLE   8,957,137 0 0
ELEMENT SOLUTIONS INC COM 28618M106   58,399,793 3,024,329 SH   SOLE   3,024,329 0 0
ELEVANCE HEALTH INC COM 036752103   5,456,565 11,867 SH   SOLE   11,867 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   19,708,647 6,316,874 SH   SOLE   6,316,874 0 0
EXPEDIA GROUP INC COM NEW 30212P303   37,166,177 383,038 SH   SOLE   383,038 0 0
FEDEX CORP COM 31428X106   37,148,590 162,583 SH   SOLE   162,583 0 0
FISERV INC COM 337738108   243,104,698 2,150,798 SH   SOLE   2,150,798 0 0
FLEX LTD ORD Y2573F102   44,233,274 1,922,350 SH   SOLE   1,922,350 0 0
FMC CORP COM NEW 302491303   98,029,599 802,666 SH   SOLE   802,666 0 0
GLOBAL PMTS INC COM 37940X102   236,176,872 2,244,174 SH   SOLE   2,244,174 0 0
HCA HEALTHCARE INC COM 40412C101   119,243,215 452,227 SH   SOLE   452,227 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   21,299,541 376,450 SH   SOLE   376,450 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   11,563,227 50,402 SH   SOLE   50,402 0 0
LENNOX INTL INC COM 526107107   59,761,671 237,829 SH   SOLE   237,829 0 0
MATCH GROUP INC NEW COM 57667L107   18,230,874 474,886 SH   SOLE   474,886 0 0
MCKESSON CORP COM 58155Q103   227,849,569 639,937 SH   SOLE   639,937 0 0
MYRIAD GENETICS INC COM 62855J104   97,452,452 4,195,112 SH   SOLE   4,195,112 0 0
NORFOLK SOUTHN CORP COM 655844108   54,156,460 255,455 SH   SOLE   255,455 0 0
PHENOMEX INC COM 084310101   4,426,923 3,816,313 SH   SOLE   3,816,313 0 0
QUANTUM SI INC COM CL A 74765K105   7,420,142 4,215,990 SH   SOLE   4,215,990 0 0
RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104   1,071,957 818,288 SH   SOLE   818,288 0 0
SABRE CORP COM 78573M104   9,439,707 2,200,398 SH   SOLE   2,200,398 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   491,022,366 1,199,400 SH Put SOLE   1,199,400 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   431,838,950 7,267,569 SH   SOLE   7,267,569 0 0
THE CIGNA GROUP COM 125523100   472,892,250 1,850,633 SH   SOLE   1,850,633 0 0
UBER TECHNOLOGIES INC COM 90353T100   94,391,981 2,977,665 SH   SOLE   2,977,665 0 0
UNION PAC CORP COM 907818108   12,579,555 62,504 SH   SOLE   62,504 0 0
UNITEDHEALTH GROUP INC COM 91324P102   17,351,614 36,716 SH   SOLE   36,716 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   109,573,291 862,103 SH   SOLE   862,103 0 0
US FOODS HLDG CORP COM 912008109   132,681,572 3,591,813 SH   SOLE   3,591,813 0 0
VALVOLINE INC COM 92047W101   132,875,038 3,802,949 SH   SOLE   3,802,949 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   10,815,198 46,541 SH   SOLE   46,541 0 0