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
ABBOTT LABS COM 002824100 3,689 46,752 SH   SOLE   46,752 0 0
ALPHABET INC CAP STK CL A 02079K305 41,288 35,533 SH   SOLE   35,533 0 0
AMERISOURCEBERGEN CORP COM 03073E105 65,313 738,000 SH   SOLE   738,000 0 0
AVIS BUDGET GROUP COM 053774105 46,490 3,344,576 SH   SOLE   3,344,576 0 0
BAUSCH HEALTH COS INC COM 071734107 257,564 16,617,008 SH   SOLE   16,617,008 0 0
BAXTER INTL INC COM 071813109 39,197 482,786 SH   SOLE   482,786 0 0
BOSTON SCIENTIFIC CORP COM 101137107 77,916 2,387,859 SH   SOLE   2,387,859 0 0
BROOKDALE SR LIVING INC COM 112463104 55,017 17,633,572 SH   SOLE   17,633,572 0 0
CENTENE CORP DEL COM 15135B101 55,932 941,457 SH   SOLE   941,457 0 0
CIGNA CORP NEW COM 125523100 260,058 1,467,759 SH   SOLE   1,467,759 0 0
COHERUS BIOSCIENCES INC COM 19249H103 6,922 426,738 SH   SOLE   426,738 0 0
CORTEVA INC COM 22052L104 33,289 1,416,562 SH   SOLE   1,416,562 0 0
DXC TECHNOLOGY CO COM 23355L106 143,375 10,986,562 SH   SOLE   10,986,562 0 0
EBAY INC COM 278642103 25,133 836,096 SH   SOLE   836,096 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,189 16,906 SH   SOLE   16,906 0 0
ELEMENT SOLUTIONS INC COM 28618M106 33,836 4,047,333 SH   SOLE   4,047,333 0 0
ENDO INTL PLC SHS G30401106 35,822 9,681,598 SH   SOLE   9,681,598 0 0
F M C CORP COM NEW 302491303 158,700 1,942,713 SH   SOLE   1,942,713 0 0
FISERV INC COM 337738108 79,716 839,208 SH   SOLE   839,208 0 0
FLEX LTD ORD Y2573F102 98,359 11,744,352 SH   SOLE   11,744,352 0 0
GLOBAL PMTS INC COM 37940X102 36,759 254,865 SH   SOLE   254,865 0 0
HCA HEALTHCARE INC COM 40412C101 252,719 2,812,681 SH   SOLE   2,812,681 0 0
HOLOGIC INC COM 436440101 137,261 3,910,580 SH   SOLE   3,910,580 0 0
HUMANA INC COM 444859102 105,493 335,945 SH   SOLE   335,945 0 0
INSPERITY INC COM 45778Q107 16,439 440,733 SH   SOLE   440,733 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,319 14,779 SH   SOLE   14,779 0 0
IQVIA HLDGS INC COM 46266C105 184,908 1,714,333 SH   SOLE   1,714,333 0 0
LOWES COS INC COM 548661107 2,550 29,630 SH   SOLE   29,630 0 0
MCKESSON CORP COM 58155Q103 222,115 1,642,134 SH   SOLE   1,642,134 0 0
MEDTRONIC PLC SHS G5960L103 3,578 39,671 SH   SOLE   39,671 0 0
MERITOR INC COM 59001K100 95,499 7,207,435 SH   SOLE   7,207,435 0 0
MICHAELS COS INC COM 59408Q106 4,183 2,582,377 SH   SOLE   2,582,377 0 0
MICROSOFT CORP COM 594918104 33,037 209,477 SH   SOLE   209,477 0 0
MOLINA HEALTHCARE INC COM 60855R100 38,937 278,702 SH   SOLE   278,702 0 0
MYRIAD GENETICS INC COM 62855J104 22,031 1,539,531 SH   SOLE   1,539,531 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 102,572 6,112,735 SH   SOLE   6,112,735 0 0
NUANCE COMMUNICATIONS INC DBCV 1.000%12/1 67020YAK6 19,122 20,000,000 PRN   SOLE   0 0 20,000,000
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 9,879 3,228,495 SH   SOLE   3,228,495 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 302,947 19,956,999 SH   SOLE   19,956,999 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 284,193 19,735,625 SH   SOLE   19,735,625 0 0
UNITED RENTALS INC COM 911363109 40,705 395,583 SH   SOLE   395,583 0 0
UNITEDHEALTH GROUP INC COM 91324P102 70,252 281,705 SH   SOLE   281,705 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 35,111 354,375 SH   SOLE   354,375 0 0
VIACOMCBS INC CL B 92556H206 130,077 9,284,589 SH   SOLE   9,284,589 0 0