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
BAXTER INTL INC COM 071813109   5,076,638 131,315 SH   SOLE   131,315 0 0
CENTENE CORP DEL COM 15135B101   6,853,219 92,349 SH   SOLE   92,349 0 0
CVS HEALTH CORP COM 126650100   6,757,397 85,580 SH   SOLE   85,580 0 0
ELEVANCE HEALTH INC COM 036752103   8,192,883 17,374 SH   SOLE   17,374 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,373,219 56,560 SH   SOLE   56,560 0 0
HCA HEALTHCARE INC COM 40412C101   7,559,280 27,927 SH   SOLE   27,927 0 0
HUMANA INC COM 444859102   6,353,487 13,878 SH   SOLE   13,878 0 0
LANTHEUS HLDGS INC COM 516544103   2,510,504 40,492 SH   SOLE   40,492 0 0
MOLINA HEALTHCARE INC COM 60855R100   6,893,433 19,079 SH   SOLE   19,079 0 0
PATTERSON COS INC COM 703395103   4,556,410 160,155 SH   SOLE   160,155 0 0
QUIDELORTHO CORP COM 219798105   3,740,422 50,752 SH   SOLE   50,752 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   3,508,942 46,433 SH   SOLE   46,433 0 0
UNITEDHEALTH GROUP INC COM 91324P102   8,039,723 15,271 SH   SOLE   15,271 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   6,756,176 55,515 SH   SOLE   55,515 0 0