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
ACTIVISION BLIZZARD INC COM 00507V109 34,602 465,450 SH   SOLE   465,450 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33,550 419,428 SH   SOLE   419,428 0 0
ALIGHT INC COM CL A 01626W101 12,613 1,720,710 SH   SOLE   1,720,710 0 0
AMAZON COM INC COM 023135106 130,234 1,152,511 SH   SOLE   1,152,511 0 0
AMERISOURCEBERGEN CORP COM 03073E105 657 4,855 SH   SOLE   4,855 0 0
APTIV PLC SHS G6095L109 177,928 2,275,002 SH   SOLE   2,275,002 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 23,266 1,516,684 SH   SOLE   1,516,684 0 0
BAXTER INTL INC COM 071813109 121,563 2,257,019 SH   SOLE   2,257,019 0 0
BERKELEY LTS INC COM 084310101 6,651 2,325,567 SH   SOLE   2,325,567 0 0
BOOKING HOLDINGS INC COM 09857L108 30,546 18,589 SH   SOLE   18,589 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,476 167,213 SH   SOLE   167,213 0 0
BROOKDALE SR LIVING INC COM 112463104 42,037 9,844,673 SH   SOLE   9,844,673 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 25,684 5,464,751 SH   SOLE   5,464,751 0 0
CIGNA CORP NEW COM 125523100 538,275 1,939,941 SH   SOLE   1,939,941 0 0
CIGNA CORP NEW COM 125523100 55,494 200,000 SH Call SOLE   200,000 0 0
CLARIVATE PLC ORD SHS G21810109 42,482 4,524,184 SH   SOLE   4,524,184 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 87,768 2,059,323 SH   SOLE   2,059,323 0 0
CORTEVA INC COM 22052L104 77,288 1,352,378 SH   SOLE   1,352,378 0 0
DIGIMARC CORP NEW COM 25381B101 7,453 550,000 SH   SOLE   550,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 3,098 250,000 SH   SOLE   250,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 92,357 1,832,482 SH   SOLE   1,832,482 0 0
DXC TECHNOLOGY CO COM 23355L106 236,170 9,647,457 SH   SOLE   9,647,457 0 0
ELEMENT SOLUTIONS INC COM 28618M106 62,748 3,856,683 SH   SOLE   3,856,683 0 0
ENCOMPASS HEALTH CORP COM 29261A100 15,823 349,830 SH   SOLE   349,830 0 0
ENHABIT INC COM 29332G102 1,412 100,565 SH   SOLE   100,565 0 0
EPAM SYS INC COM 29414B104 13,944 38,500 SH   SOLE   38,500 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 9,867 4,654,111 SH   SOLE   4,654,111 0 0
EXPEDIA GROUP INC COM NEW 30212P303 22,336 238,400 SH   SOLE   238,400 0 0
FISERV INC COM 337738108 247,665 2,646,838 SH   SOLE   2,646,838 0 0
FLEX LTD ORD Y2573F102 54,926 3,296,894 SH   SOLE   3,296,894 0 0
FMC CORP COM NEW 302491303 86,394 817,353 SH   SOLE   817,353 0 0
GLOBAL PMTS INC COM 37940X102 233,605 2,162,010 SH   SOLE   2,162,010 0 0
HCA HEALTHCARE INC COM 40412C101 58,230 316,829 SH   SOLE   316,829 0 0
HYPERFINE INC COM CL A 44916K106 490 605,052 SH   SOLE   605,052 0 0
LAS VEGAS SANDS CORP COM 517834107 42,874 1,142,709 SH   SOLE   1,142,709 0 0
LENNOX INTL INC COM 526107107 33,224 149,208 SH   SOLE   149,208 0 0
LONGVIEW ACQUISITION CORP II UNIT 99/99/9999 54319Q204 49,100 5,000,000 SH   SOLE   5,000,000 0 0
MCKESSON CORP COM 58155Q103 221,867 652,799 SH   SOLE   652,799 0 0
MICROSOFT CORP COM 594918104 36,508 156,754 SH   SOLE   156,754 0 0
MYRIAD GENETICS INC COM 62855J104 27,885 1,461,484 SH   SOLE   1,461,484 0 0
NEW RELIC INC COM 64829B100 9,227 160,800 SH   SOLE   160,800 0 0
NORFOLK SOUTHN CORP COM 655844108 52,513 250,479 SH   SOLE   250,479 0 0
ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 4,787 485,001 SH   SOLE   485,001 0 0
QUANTUM SI INC COM CL A 74765K105 14,017 5,096,972 SH   SOLE   5,096,972 0 0
RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104 2,423 750,000 SH   SOLE   750,000 0 0
SABRE CORP COM 78573M104 16,072 3,120,869 SH   SOLE   3,120,869 0 0
SERVICENOW INC COM 81762P102 10,384 27,500 SH   SOLE   27,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 417,780 8,099,648 SH   SOLE   8,099,648 0 0
UBER TECHNOLOGIES INC COM 90353T100 108,447 4,092,343 SH   SOLE   4,092,343 0 0
UNITED RENTALS INC COM 911363109 48,841 180,812 SH   SOLE   180,812 0 0
US FOODS HLDG CORP COM 912008109 122,281 4,624,862 SH   SOLE   4,624,862 0 0
VALVOLINE INC COM 92047W101 85,996 3,393,686 SH   SOLE   3,393,686 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 70,575 351,223 SH   SOLE   351,223 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 31,191 748,710 SH   SOLE   748,710 0 0