The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ACADIA HEALTHCARE CO INC | COM | 00404A109 | 39,694,338 | 1,309,180 | SH | SOLE | 0 | 1,309,180 | 0 | 0 | ||
| ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 87,802,089 | 4,715,472 | SH | SOLE | 0 | 4,715,472 | 0 | 0 | ||
| BRIGHTSPRING HEALTH SERVICES | COM | 10950A106 | 26,580,379 | 1,469,341 | SH | SOLE | 0 | 1,469,341 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 36,664,179 | 266,126 | SH | SOLE | 0 | 266,126 | 0 | 0 | ||
| CLOVER HEALTH INVESTMENTS CO | COM CL A | 18914F103 | 2,936,279 | 817,905 | SH | SOLE | 0 | 817,905 | 0 | 0 | ||
| CENTENE CORP | COM | 15135B101 | 185,220,382 | 3,050,904 | SH | SOLE | 0 | 3,050,904 | 0 | 0 | ||
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | 41,943,713 | 1,932,890 | SH | SOLE | 0 | 1,932,890 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 41,809,880 | 617,120 | SH | SOLE | 0 | 617,120 | 0 | 0 | ||
| QUEST DIAGNOSTICS INC | COM | 74834L100 | 20,905,506 | 123,555 | SH | SOLE | 0 | 123,555 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 29,606,120 | 193,542 | SH | SOLE | 0 | 193,542 | 0 | 0 | ||
| ENHABIT HOME HEALTH & HOSPIC | COM | 29332G102 | 43,850,831 | 4,988,718 | SH | SOLE | 0 | 4,988,718 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 16,459,266 | 2,463,962 | SH | SOLE | 0 | 2,463,962 | 0 | 0 | ||
| GOODRX HOLDINGS INC-CLASS A | COM CL A | 38246G108 | 8,105,629 | 1,838,011 | SH | SOLE | 0 | 1,838,011 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 15,155,759 | 57,278 | SH | SOLE | 0 | 57,278 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 31,930,684 | 47,446 | SH | SOLE | 0 | 47,446 | 0 | 0 | ||
| MODIVCARE INC | COM | 60783X104 | 177,305 | 134,833 | SH | SOLE | 0 | 134,833 | 0 | 0 | ||
| PENNANT GROUP INC/THE | COM | 70805E109 | 75,802,678 | 3,014,023 | SH | SOLE | 0 | 3,014,023 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 88,473,421 | 168,923 | SH | SOLE | 0 | 168,923 | 0 | 0 | ||