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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INCCAP STK CL A02079K305477,803405,988SH SOLE 405,98800
AMERISOURCEBERGEN CORPCOM03073E105173,3852,180,396SH SOLE 2,180,39600
ANTHEM INCCOM036752103292,2141,018,237SH SOLE 1,018,23700
AVIS BUDGET GROUP INCCOM053774105125,2293,592,344SH SOLE 3,592,34400
BAUSCH HEALTH COS INCCOM071734107230,0879,315,244SH SOLE 9,315,24400
BAXTER INTL INCCOM07181310976,495940,778SH SOLE 940,77800
BROOKDALE SR LIVING INCCOM11246310495,64514,535,690SH SOLE 14,535,69000
CBS CORP NEWCL B124857202196,2634,129,237SH SOLE 4,129,23700
CENTENE CORP DELCOM15135B10138,484724,752SH SOLE 724,75200
CIGNA CORP NEWCOM125523100703,8924,376,891SH SOLE 4,376,89100
DAVITA INCCOM23918K10874,1871,366,498SH SOLE 1,366,49800
DELPHI TECHNOLOGIES PLCSHSG2709G10753,5652,781,149SH SOLE 2,781,14900
DISNEY WALT COCOM DISNEY25468710679,853719,201SH SOLE 719,20100
DXC TECHNOLOGY COCOM23355L106707,04810,994,368SH SOLE 10,994,36800
ELEMENT SOLUTIONS INCCOM28618M106118,09011,692,065SH SOLE 11,692,06500
ENDO INTL PLCSHSG3040110669,5578,662,136SH SOLE 8,662,13600
F M C CORPCOM NEW302491303704,2299,167,262SH SOLE 9,167,26200
FIRST DATA CORP NEWCOM CL A32008D106382,32414,553,631SH SOLE 14,553,63100
FLEX LTDORDY2573F102205,43820,543,849SH SOLE 20,543,84900
HCA HEALTHCARE INCCOM40412C101553,2684,243,504SH SOLE 4,243,50400
HERTZ GLOBAL HLDGS INCCOM42806J10641,9992,417,898SH SOLE 2,417,89800
HOLOGIC INCCOM436440101520,71410,758,550SH SOLE 10,758,55000
HUMANA INCCOM444859102349,0021,312,039SH SOLE 1,312,03900
IQVIA HLDGS INCCOM46266C105562,5263,910,507SH SOLE 3,910,50700
JABIL INCCOM4663131032,659100,000SH SOLE 100,00000
LIBERTY GLOBAL PLCSHS CL AG5480U104129,5655,199,219SH SOLE 5,199,21900
LIBERTY GLOBAL PLCSHS CL CG5480U120110,3414,557,652SH SOLE 4,557,65200
LIVENT CORPCOM53814L108145,44511,844,047SH SOLE 11,844,04700
LOWES COS INCCOM54866110788,037804,215SH SOLE 804,21500
LYONDELLBASELL INDUSTRIES NSHS - A -N53745100360,8354,291,569SH SOLE 4,291,56900
MCKESSON CORPCOM58155Q103575,8074,918,907SH SOLE 4,918,90700
MERITOR INCCOM59001K100156,6797,699,201SH SOLE 7,699,20100
MICROSOFT CORPCOM594918104224,3371,902,131SH SOLE 1,902,13100
NUANCE COMMUNICATIONS INCCOM67020Y10089,3075,275,052SH SOLE 5,275,05200
NVENT ELECTRIC PLCSHSG6700G107150,5395,579,650SH SOLE 5,579,65000
NXP SEMICONDUCTORS N VCOMN6596X109286,2663,238,670SH SOLE 3,238,67000
STARS GROUP INCCOM85570W10029,4661,682,820SH SOLE 1,682,82000
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS874060205531,91526,112,660SH SOLE 26,112,66000
TENET HEALTHCARE CORPCOM NEW88033G407516,26317,900,928SH SOLE 17,900,92800
THERMO FISHER SCIENTIFIC INCCOM883556102268,407980,589SH SOLE 980,58900
UNIVAR INCCOM91336L10797,5284,401,087SH SOLE 4,401,08700
UNIVERSAL HLTH SVCS INCCL B913903100275,3152,058,124SH SOLE 2,058,12400
WELLCARE HEALTH PLANS INCCOM94946T10637,870140,391SH SOLE 140,39100
WILLIAMS COS INC DELCOM969457100215,0757,488,701SH SOLE 7,488,70100
WORLDPAY INCCL A98155810983,095732,114SH SOLE 732,11400