The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL A | 02079K305 | 5,452 | 3,845 | SH | SOLE | 3,845 | 0 | 0 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 96,251 | 955,159 | SH | SOLE | 955,159 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 52,084 | 2,275,409 | SH | SOLE | 2,275,409 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 11,445 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
BAUSCH HEALTH COS INC | COM | 071734107 | 286,131 | 15,644,128 | SH | SOLE | 15,644,128 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 6,607 | 76,738 | SH | SOLE | 76,738 | 0 | 0 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 8,797 | 120,332 | SH | SOLE | 120,332 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 74,187 | 2,113,001 | SH | SOLE | 2,113,001 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 39,343 | 13,336,554 | SH | SOLE | 13,336,554 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 244,273 | 1,301,750 | SH | SOLE | 1,301,750 | 0 | 0 | ||
CORTEVA INC | COM | 22052L104 | 67,450 | 2,517,740 | SH | SOLE | 2,517,740 | 0 | 0 | ||
DAVITA INC | COM | 23918K108 | 62,321 | 787,483 | SH | SOLE | 787,483 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 197,802 | 11,988,030 | SH | SOLE | 11,988,030 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 29,066 | 554,162 | SH | SOLE | 554,162 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 233 | 3,375 | SH | SOLE | 3,375 | 0 | 0 | ||
ELEMENT SOLUTIONS INC | COM | 28618M106 | 34,652 | 3,193,768 | SH | SOLE | 3,193,768 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 32,403 | 9,446,971 | SH | SOLE | 9,446,971 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 20,965 | 255,049 | SH | SOLE | 255,049 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 114,276 | 1,147,119 | SH | SOLE | 1,147,119 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 16,420 | 168,200 | SH | SOLE | 168,200 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 209,379 | 2,157,209 | SH | SOLE | 2,157,209 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 110,337 | 1,935,735 | SH | SOLE | 1,935,735 | 0 | 0 | ||
HOST HOTELS & RESORTS INC | COM | 44107P104 | 8,002 | 741,628 | SH | SOLE | 741,628 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 66,434 | 171,332 | SH | SOLE | 171,332 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 78,212 | 551,258 | SH | SOLE | 551,258 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 121,932 | 734,044 | SH | SOLE | 734,044 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 12,828 | 388,614 | SH | SOLE | 388,614 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 61,888 | 721,889 | SH | SOLE | 721,889 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 186,974 | 1,218,704 | SH | SOLE | 1,218,704 | 0 | 0 | ||
MERITOR INC | COM | 59001K100 | 107,939 | 5,451,480 | SH | SOLE | 5,451,480 | 0 | 0 | ||
MICHAELS COS INC | COM | 59408Q106 | 24,751 | 3,500,850 | SH | SOLE | 3,500,850 | 0 | 0 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 59,093 | 332,019 | SH | SOLE | 332,019 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 20,534 | 1,810,727 | SH | SOLE | 1,810,727 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 127,591 | 5,042,131 | SH | SOLE | 5,042,131 | 0 | 0 | ||
PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 10,878 | 3,153,150 | SH | SOLE | 3,153,150 | 0 | 0 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 2,197 | 22,579 | SH | SOLE | 22,579 | 0 | 0 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 62,229 | 546,061 | SH | SOLE | 546,061 | 0 | 0 | ||
TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 290,382 | 16,195,310 | SH | SOLE | 16,195,310 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 357,878 | 19,761,353 | SH | SOLE | 19,761,353 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 29,551 | 81,555 | SH | SOLE | 81,555 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 48,187 | 323,316 | SH | SOLE | 323,316 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 32,700 | 110,866 | SH | SOLE | 110,866 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 62,994 | 678,152 | SH | SOLE | 678,152 | 0 | 0 | ||
VIACOMCBS INC | CL B | 92556H206 | 134,248 | 5,756,784 | SH | SOLE | 5,756,784 | 0 | 0 |