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
ADT INCCOM00090Q103949151,301SH SOLE 151,30100
ALLERGAN PLCSHSG0177J10825,984154,400SH SOLE 154,40000
ALPHABET INCCAP STK CL A02079K305269,181220,434SH SOLE 220,43400
AMERISOURCEBERGEN CORPCOM03073E105103,7861,260,606SH SOLE 1,260,60600
ANTHEM INCCOM036752103208,413868,027SH SOLE 868,02700
AVIS BUDGET GROUP INCCOM053774105122,2384,325,470SH SOLE 4,325,47000
BAUSCH HEALTH COS INCCOM071734107301,76013,810,514SH SOLE 13,810,51400
BROOKDALE SR LIVING INCCOM112463104133,66217,633,572SH SOLE 17,633,57200
CBS CORP NEWCL B124857202167,0524,138,024SH SOLE 4,138,02400
CENTENE CORP DELCOM15135B10159,7531,381,259SH SOLE 1,381,25900
CIGNA CORP NEWCOM125523100778,9535,131,781SH SOLE 5,131,78100
DAVITA INCCOM23918K108184,6623,235,712SH SOLE 3,235,71200
DELPHI TECHNOLOGIES PLCSHSG2709G10720,2991,514,814SH SOLE 1,514,81400
DISNEY WALT COCOM DISNEY254687106244,6021,876,936SH SOLE 1,876,93600
DXC TECHNOLOGY COCOM23355L106347,99211,796,332SH SOLE 11,796,33200
ELEMENT SOLUTIONS INCCOM28618M106119,02511,692,065SH SOLE 11,692,06500
ENDO INTL PLCSHSG3040110667,57321,050,891SH SOLE 21,050,89100
F M C CORPCOM NEW302491303375,6064,283,832SH SOLE 4,283,83200
FIDELITY NATL INFORMATION SVCOM31620M10677,416583,129SH SOLE 583,12900
FISERV INCCOM337738108281,5312,717,742SH SOLE 2,717,74200
FLEX LTDORDY2573F102202,38319,338,996SH SOLE 19,338,99600
GLOBAL PMTS INCCOM37940X102125,591789,881SH SOLE 789,88100
HCA HEALTHCARE INCCOM40412C101643,1295,340,716SH SOLE 5,340,71600
HOLOGIC INCCOM436440101414,5328,210,187SH SOLE 8,210,18700
HUMANA INCCOM444859102408,9361,599,469SH SOLE 1,599,46900
IQVIA HLDGS INCCOM46266C105540,4123,617,697SH SOLE 3,617,69700
LIBERTY GLOBAL PLCSHS CL AG5480U10461,5222,485,735SH SOLE 2,485,73500
LIBERTY GLOBAL PLCSHS CL CG5480U12018,752788,242SH SOLE 788,24200
LIVENT CORPCOM53814L10820,1543,012,513SH SOLE 3,012,51300
LOWES COS INCCOM54866110786,208783,991SH SOLE 783,99100
LYONDELLBASELL INDUSTRIES NSHS - A -N53745100158,1171,767,262SH SOLE 1,767,26200
MCKESSON CORPCOM58155Q103547,2714,004,618SH SOLE 4,004,61800
MERITOR INCCOM59001K100133,3387,207,435SH SOLE 7,207,43500
MYRIAD GENETICS INCCOM62855J104105,4533,683,306SH SOLE 3,683,30600
NEWELL BRANDS INCCOM65122910644,5772,381,247SH SOLE 2,381,24700
NUANCE COMMUNICATIONS INCCOM67020Y100128,8827,902,017SH SOLE 7,902,01700
NXP SEMICONDUCTORS N VCOMN6596X109115,5001,058,466SH SOLE 1,058,46600
SS&C TECHNOLOGIES HLDGS INCCOM78467J10013,207256,099SH SOLE 256,09900
T MOBILE US INCCOM872590104111,9921,421,758SH SOLE 1,421,75800
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS874060205472,03427,443,846SH SOLE 27,443,84600
TAPESTRY INCCOM87603010716,958650,971SH SOLE 650,97100
TENET HEALTHCARE CORPCOM NEW88033G407430,76719,474,085SH SOLE 19,474,08500
THERMO FISHER SCIENTIFIC INCCOM883556102136,756469,516SH SOLE 469,51600
UNITED RENTALS INCCOM91136310952,075417,802SH SOLE 417,80200
UNITEDHEALTH GROUP INCCOM91324P102157,876726,468SH SOLE 726,46800
UNIVAR SOLUTIONS INCCOM91336L107125,4616,043,409SH SOLE 6,043,40900
UNIVERSAL HLTH SVCS INCCL B913903100110,033739,717SH SOLE 739,71700
WELLCARE HEALTH PLANS INCCOM94946T10651,727199,589SH SOLE 199,58900
WILLIAMS COS INC DELCOM969457100181,4747,542,549SH SOLE 7,542,54900