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
ADT INC COM 00090Q103 949 151,301 SH   SOLE   151,301 0 0
ALLERGAN PLC SHS G0177J108 25,984 154,400 SH   SOLE   154,400 0 0
ALPHABET INC CAP STK CL A 02079K305 269,181 220,434 SH   SOLE   220,434 0 0
AMERISOURCEBERGEN CORP COM 03073E105 103,786 1,260,606 SH   SOLE   1,260,606 0 0
ANTHEM INC COM 036752103 208,413 868,027 SH   SOLE   868,027 0 0
AVIS BUDGET GROUP INC COM 053774105 122,238 4,325,470 SH   SOLE   4,325,470 0 0
BAUSCH HEALTH COS INC COM 071734107 301,760 13,810,514 SH   SOLE   13,810,514 0 0
BROOKDALE SR LIVING INC COM 112463104 133,662 17,633,572 SH   SOLE   17,633,572 0 0
CBS CORP NEW CL B 124857202 167,052 4,138,024 SH   SOLE   4,138,024 0 0
CENTENE CORP DEL COM 15135B101 59,753 1,381,259 SH   SOLE   1,381,259 0 0
CIGNA CORP NEW COM 125523100 778,953 5,131,781 SH   SOLE   5,131,781 0 0
DAVITA INC COM 23918K108 184,662 3,235,712 SH   SOLE   3,235,712 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 20,299 1,514,814 SH   SOLE   1,514,814 0 0
DISNEY WALT CO COM DISNEY 254687106 244,602 1,876,936 SH   SOLE   1,876,936 0 0
DXC TECHNOLOGY CO COM 23355L106 347,992 11,796,332 SH   SOLE   11,796,332 0 0
ELEMENT SOLUTIONS INC COM 28618M106 119,025 11,692,065 SH   SOLE   11,692,065 0 0
ENDO INTL PLC SHS G30401106 67,573 21,050,891 SH   SOLE   21,050,891 0 0
F M C CORP COM NEW 302491303 375,606 4,283,832 SH   SOLE   4,283,832 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 77,416 583,129 SH   SOLE   583,129 0 0
FISERV INC COM 337738108 281,531 2,717,742 SH   SOLE   2,717,742 0 0
FLEX LTD ORD Y2573F102 202,383 19,338,996 SH   SOLE   19,338,996 0 0
GLOBAL PMTS INC COM 37940X102 125,591 789,881 SH   SOLE   789,881 0 0
HCA HEALTHCARE INC COM 40412C101 643,129 5,340,716 SH   SOLE   5,340,716 0 0
HOLOGIC INC COM 436440101 414,532 8,210,187 SH   SOLE   8,210,187 0 0
HUMANA INC COM 444859102 408,936 1,599,469 SH   SOLE   1,599,469 0 0
IQVIA HLDGS INC COM 46266C105 540,412 3,617,697 SH   SOLE   3,617,697 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 61,522 2,485,735 SH   SOLE   2,485,735 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 18,752 788,242 SH   SOLE   788,242 0 0
LIVENT CORP COM 53814L108 20,154 3,012,513 SH   SOLE   3,012,513 0 0
LOWES COS INC COM 548661107 86,208 783,991 SH   SOLE   783,991 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 158,117 1,767,262 SH   SOLE   1,767,262 0 0
MCKESSON CORP COM 58155Q103 547,271 4,004,618 SH   SOLE   4,004,618 0 0
MERITOR INC COM 59001K100 133,338 7,207,435 SH   SOLE   7,207,435 0 0
MYRIAD GENETICS INC COM 62855J104 105,453 3,683,306 SH   SOLE   3,683,306 0 0
NEWELL BRANDS INC COM 651229106 44,577 2,381,247 SH   SOLE   2,381,247 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 128,882 7,902,017 SH   SOLE   7,902,017 0 0
NXP SEMICONDUCTORS N V COM N6596X109 115,500 1,058,466 SH   SOLE   1,058,466 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 13,207 256,099 SH   SOLE   256,099 0 0
T MOBILE US INC COM 872590104 111,992 1,421,758 SH   SOLE   1,421,758 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 472,034 27,443,846 SH   SOLE   27,443,846 0 0
TAPESTRY INC COM 876030107 16,958 650,971 SH   SOLE   650,971 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 430,767 19,474,085 SH   SOLE   19,474,085 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 136,756 469,516 SH   SOLE   469,516 0 0
UNITED RENTALS INC COM 911363109 52,075 417,802 SH   SOLE   417,802 0 0
UNITEDHEALTH GROUP INC COM 91324P102 157,876 726,468 SH   SOLE   726,468 0 0
UNIVAR SOLUTIONS INC COM 91336L107 125,461 6,043,409 SH   SOLE   6,043,409 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 110,033 739,717 SH   SOLE   739,717 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 51,727 199,589 SH   SOLE   199,589 0 0
WILLIAMS COS INC DEL COM 969457100 181,474 7,542,549 SH   SOLE   7,542,549 0 0