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
ALIGHT INC COM CL A 01626W101   138,003,976 24,382,328 SH   SOLE   24,382,328 0 0
AMAZON COM INC COM 023135106   123,488,927 562,874 SH   SOLE   562,874 0 0
AVIS BUDGET GROUP COM 053774105   45,643,500 270,000 SH Call SOLE   270,000 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   20,215,654 1,553,855 SH   SOLE   1,553,855 0 0
BRUNSWICK CORP COM 117043109   36,375,595 658,501 SH   SOLE   658,501 0 0
BUTTERFLY NETWORK INC *W EXP 02/12/202 124155110   103,314 1,713,333 SH   SOLE   1,713,333 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   19,910,288 9,955,144 SH   SOLE   9,955,144 0 0
CLARIVATE PLC ORD SHS G21810109   20,459,985 4,758,136 SH   SOLE   4,758,136 0 0
COOPER COS INC COM 216648501   19,973,758 280,688 SH   SOLE   280,688 0 0
CVS HEALTH CORP COM 126650100   565,415,195 8,196,799 SH   SOLE   8,196,799 0 0
DANAHER CORPORATION COM 235851102   9,877,000 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102   57,470,135 290,532 SH   SOLE   290,532 0 0
DXC TECHNOLOGY CO COM 23355L106   89,699,504 5,866,547 SH   SOLE   5,866,547 0 0
ELEMENT SOLUTIONS INC COM 28618M106   63,783,442 2,816,046 SH   SOLE   2,816,046 0 0
EXPEDIA GROUP INC COM NEW 30212P303   85,732,622 508,256 SH   SOLE   508,256 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   1,680,514 149,379 SH   SOLE   149,379 0 0
GLOBAL PMTS INC COM 37940X102   345,524,036 4,316,892 SH   SOLE   4,316,892 0 0
IQVIA HLDGS INC COM 46266C105   15,759,000 100,000 SH   SOLE   100,000 0 0
JBT MAREL CORPORATION COM 477839104   29,029,201 241,387 SH   SOLE   241,387 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   51,743,615 1,169,876 SH   SOLE   1,169,876 0 0
MARVELL TECHNOLOGY INC COM 573874104   31,502,729 407,012 SH   SOLE   407,012 0 0
MCKESSON CORP COM 58155Q103   18,747,444 25,584 SH   SOLE   25,584 0 0
META PLATFORMS INC CL A 30303M102   85,569,726 115,934 SH   SOLE   115,934 0 0
MKS INC. COM 55306N104   23,080,931 232,296 SH   SOLE   232,296 0 0
MYRIAD GENETICS INC COM 62855J104   24,359,131 4,587,407 SH   SOLE   4,587,407 0 0
NATIONAL VISION HLDGS INC COM 63845R107   18,696,407 812,534 SH   SOLE   812,534 0 0
ON SEMICONDUCTOR CORP COM 682189105   9,129,350 174,191 SH   SOLE   174,191 0 0
PAYPAL HLDGS INC COM 70450Y103   74,776,622 1,006,144 SH   SOLE   1,006,144 0 0
RH COM 74967X103   12,459,917 65,922 SH   SOLE   65,922 0 0
SANDISK CORP COM 80004C200   1,180,461 26,030 SH   SOLE   26,030 0 0
SURGERY PARTNERS INC COM 86881A100   33,994,672 1,529,225 SH   SOLE   1,529,225 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   515,680,880 2,930,005 SH   SOLE   2,930,005 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   265,213,977 15,824,223 SH   SOLE   15,824,223 0 0
THE CIGNA GROUP COM 125523100   122,940,388 371,893 SH   SOLE   371,893 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   40,546,000 100,000 SH   SOLE   100,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   24,880,404 266,671 SH   SOLE   266,671 0 0
UNITED AIRLS HLDGS INC COM 910047109   45,298,481 568,862 SH   SOLE   568,862 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   70,553,759 389,477 SH   SOLE   389,477 0 0
US FOODS HLDG CORP COM 912008109   106,187,626 1,378,881 SH   SOLE   1,378,881 0 0
VIATRIS INC COM 92556V106   73,650,925 8,247,584 SH   SOLE   8,247,584 0 0
WAYFAIR INC CL A 94419L101   26,996,397 527,892 SH   SOLE   527,892 0 0
WESTERN DIGITAL CORP COM 958102105   38,430,474 600,570 SH   SOLE   600,570 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   165,779,758 16,381,399 SH   SOLE   16,381,399 0 0