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
ALIGHT INC COM CL A 01626W101   227,715,605 30,855,773 SH   SOLE   30,855,773 0 0
AMAZON COM INC COM 023135106   67,720,404 350,429 SH   SOLE   350,429 0 0
AVIS BUDGET GROUP COM 053774105   55,377,414 529,826 SH   SOLE   529,826 0 0
BAUSCH HEALTH COS INC COM 071734107   9,110,264 1,307,068 SH   SOLE   1,307,068 0 0
BROOKDALE SR LIVING INC COM 112463104   47,857,325 7,006,929 SH   SOLE   7,006,929 0 0
BRUNSWICK CORP COM 117043109   30,973,386 425,634 SH   SOLE   425,634 0 0
BUTTERFLY NETWORK INC *W EXP 02/12/202 124155110   40,263 1,713,333 SH   SOLE   1,713,333 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   6,754,568 8,033,501 SH   SOLE   8,033,501 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   14,245,400 130,000 SH   SOLE   130,000 0 0
CENTENE CORP DEL COM 15135B101   94,895,986 1,431,312 SH   SOLE   1,431,312 0 0
CLARIVATE PLC ORD SHS G21810109   145,955,994 25,651,317 SH   SOLE   25,651,317 0 0
CORTEVA INC COM 22052L104   273,608,277 5,072,456 SH   SOLE   5,072,456 0 0
CVS HEALTH CORP COM 126650100   541,130,694 9,162,389 SH   SOLE   9,162,389 0 0
DIGIMARC CORP NEW COM 25381B101   9,050,424 291,855 SH   SOLE   291,855 0 0
DOMA HOLDINGS INC COM NEW 25703A203   97,084 15,994 SH   SOLE   15,994 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   33,427,526 3,609,884 SH   SOLE   3,609,884 0 0
DXC TECHNOLOGY CO COM 23355L106   166,211,648 8,706,739 SH   SOLE   8,706,739 0 0
ELEMENT SOLUTIONS INC COM 28618M106   171,585,609 6,326,903 SH   SOLE   6,326,903 0 0
ELEVANCE HEALTH INC COM 036752103   53,415,475 98,578 SH   SOLE   98,578 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   16,697,239 6,547,937 SH   SOLE   6,547,937 0 0
EXACT SCIENCES CORP COM 30063P105   26,594,474 629,455 SH   SOLE   629,455 0 0
EXPEDIA GROUP INC COM NEW 30212P303   75,523,194 599,438 SH   SOLE   599,438 0 0
FISERV INC COM 337738108   8,013,583 53,768 SH   SOLE   53,768 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   8,858,950 26,500,000 SH   SOLE   26,500,000 0 0
GLOBAL PMTS INC COM 37940X102   301,541,544 3,118,320 SH   SOLE   3,118,320 0 0
HCA HEALTHCARE INC COM 40412C101   62,837,549 195,585 SH   SOLE   195,585 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   233,749,569 1,152,100 SH Put SOLE   1,152,100 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   72,615,978 1,454,647 SH   SOLE   1,454,647 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   21,925,411 233,896 SH   SOLE   233,896 0 0
LYFT INC CL A COM 55087P104   11,511,959 816,451 SH   SOLE   816,451 0 0
MARVELL TECHNOLOGY INC COM 573874104   60,300,983 862,675 SH   SOLE   862,675 0 0
MATCH GROUP INC NEW COM 57667L107   10,761,264 354,222 SH   SOLE   354,222 0 0
MCKESSON CORP COM 58155Q103   155,189,357 265,717 SH   SOLE   265,717 0 0
MYRIAD GENETICS INC COM 62855J104   91,686,647 3,748,432 SH   SOLE   3,748,432 0 0
ORTHOFIX MED INC COM 68752M108   14,653,003 1,105,053 SH   SOLE   1,105,053 0 0
RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104   792,520 1,200,788 SH   SOLE   1,200,788 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   126,748,838 232,900 SH Put SOLE   232,900 0 0
TELEFLEX INCORPORATED COM 879369106   25,761,639 122,482 SH   SOLE   122,482 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   620,682,461 4,665,733 SH   SOLE   4,665,733 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   148,811,666 9,157,641 SH   SOLE   9,157,641 0 0
THE CIGNA GROUP COM 125523100   427,691,135 1,293,799 SH   SOLE   1,293,799 0 0
UBER TECHNOLOGIES INC COM 90353T100   87,010,534 1,197,173 SH   SOLE   1,197,173 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   219,011,674 1,184,295 SH   SOLE   1,184,295 0 0
US FOODS HLDG CORP COM 912008109   132,179,113 2,494,887 SH   SOLE   2,494,887 0 0
VALVOLINE INC COM 92047W101   20,909,189 484,009 SH   SOLE   484,009 0 0
VIATRIS INC COM 92556V106   69,039,533 6,494,782 SH   SOLE   6,494,782 0 0
WESCO INTL INC COM 95082P105   60,517,546 381,766 SH   SOLE   381,766 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   20,022,377 1,567,923 SH   SOLE   1,567,923 0 0