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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTHEM INC COM 036752103 4,114 8,876 SH   SOLE   8,876 0 0
BAXTER INTL INC COM 071813109 6,248 72,782 SH   SOLE   72,782 0 0
CARDINAL HEALTH INC COM 14149Y108 6,349 123,310 SH   SOLE   123,310 0 0
CENTENE CORP DEL COM 15135B101 8,482 102,937 SH   SOLE   102,937 0 0
CIGNA CORP NEW COM 125523100 3,791 16,509 SH   SOLE   16,509 0 0
CVS HEALTH CORP COM 126650100 5,217 50,569 SH   SOLE   50,569 0 0
DENTSPLY SIRONA INC COM 24906P109 5,301 95,014 SH   SOLE   95,014 0 0
FULGENT GENETICS INC COM 359664109 7,510 74,661 SH   SOLE   74,661 0 0
HCA HEALTHCARE INC COM 40412C101 4,481 17,441 SH   SOLE   17,441 0 0
HOLOGIC INC COM 436440101 5,446 71,138 SH   SOLE   71,138 0 0
HUMANA INC COM 444859102 4,913 10,591 SH   SOLE   10,591 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 6,086 165,147 SH   SOLE   165,147 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 6,157 19,595 SH   SOLE   19,595 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 6,101 145,610 SH   SOLE   145,610 0 0
MCKESSON CORP COM 58155Q103 8,286 33,336 SH   SOLE   33,336 0 0
MOLINA HEALTHCARE INC COM 60855R100 9,067 28,504 SH   SOLE   28,504 0 0
QUEST DIAGNOSTICS INC COM 74834L100 7,336 42,404 SH   SOLE   42,404 0 0
QUIDEL CORP COM 74838J101 4,262 31,571 SH   SOLE   31,571 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 7,119 87,152 SH   SOLE   87,152 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,549 9,060 SH   SOLE   9,060 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,104 39,363 SH   SOLE   39,363 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,890 46,364 SH   SOLE   46,364 0 0