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
ALIGHT INC COM CL A 01626W101   155,263,162 18,202,012 SH   SOLE   18,202,012 0 0
AMAZON COM INC COM 023135106   105,458,059 694,077 SH   SOLE   694,077 0 0
BROOKDALE SR LIVING INC COM 112463104   98,617,997 16,944,673 SH   SOLE   16,944,673 0 0
BROOKDALE SR LIVING INC NOTE 2.000%10/1 112463AC8   23,364,754 25,450,000 PRN   SOLE   25,450,000 0 0
BRUNSWICK CORP COM 117043109   34,895,500 360,677 SH   SOLE   360,677 0 0
BUTTERFLY NETWORK INC *W EXP 02/12/202 124155110   59,967 1,713,333 SH   SOLE   1,713,333 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   8,676,181 8,033,501 SH   SOLE   8,033,501 0 0
CARDINAL HEALTH INC COM 14149Y108   20,488,003 203,254 SH   SOLE   203,254 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   45,449,518 116,933 SH   SOLE   116,933 0 0
CIBUS INC CL A COM STK 17166A101   2,287,373 116,465 SH   SOLE   116,465 0 0
CLARIVATE PLC ORD SHS G21810109   228,268,695 24,651,047 SH   SOLE   24,651,047 0 0
CORTEVA INC COM 22052L104   225,162,902 4,698,725 SH   SOLE   4,698,725 0 0
CVS HEALTH CORP COM 126650100   58,915,530 746,144 SH   SOLE   746,144 0 0
DIGIMARC CORP NEW COM 25381B101   10,541,803 291,855 SH   SOLE   291,855 0 0
DOMA HOLDINGS INC COM NEW 25703A203   74,052 15,994 SH   SOLE   15,994 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   45,160,643 3,859,884 SH   SOLE   3,859,884 0 0
DXC TECHNOLOGY CO COM 23355L106   297,461,468 13,006,623 SH   SOLE   13,006,623 0 0
ELEMENT SOLUTIONS INC COM 28618M106   87,067,027 3,762,620 SH   SOLE   3,762,620 0 0
ELEVANCE HEALTH INC COM 036752103   17,876,368 37,909 SH   SOLE   37,909 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   26,427,464 5,599,039 SH   SOLE   5,599,039 0 0
EXPEDIA GROUP INC COM NEW 30212P303   106,444,407 701,261 SH   SOLE   701,261 0 0
FISERV INC COM 337738108   125,304,917 943,277 SH   SOLE   943,277 0 0
GLOBAL PMTS INC COM 37940X102   247,412,256 1,948,128 SH   SOLE   1,948,128 0 0
HCA HEALTHCARE INC COM 40412C101   68,080,351 251,516 SH   SOLE   251,516 0 0
INTEL CORP COM 458140100   17,299,216 344,263 SH   SOLE   344,263 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   318,647,196 1,587,600 SH Put SOLE   1,587,600 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   49,324,014 855,577 SH   SOLE   855,577 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   3,129,475 176,110 SH   SOLE   176,110 0 0
MARVELL TECHNOLOGY INC COM 573874104   10,838,250 179,709 SH   SOLE   179,709 0 0
MCKESSON CORP COM 58155Q103   151,346,310 326,896 SH   SOLE   326,896 0 0
META PLATFORMS INC CL A 30303M102   55,621,274 157,140 SH   SOLE   157,140 0 0
MYRIAD GENETICS INC COM 62855J104   101,135,415 5,283,982 SH   SOLE   5,283,982 0 0
ORTHOFIX MED INC COM 68752M108   6,740,000 500,000 SH   SOLE   500,000 0 0
RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104   975,533 1,318,288 SH   SOLE   1,318,288 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   585,087,274 7,742,322 SH   SOLE   7,742,322 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   16,752,369 1,604,633 SH   SOLE   1,604,633 0 0
THE CIGNA GROUP COM 125523100   641,579,411 2,142,526 SH   SOLE   2,142,526 0 0
THE CIGNA GROUP COM 125523100   55,248,525 184,500 SH Call SOLE   184,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   120,945,091 1,964,351 SH   SOLE   1,964,351 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   259,363,855 1,701,416 SH   SOLE   1,701,416 0 0
US FOODS HLDG CORP COM 912008109   79,636,834 1,753,729 SH   SOLE   1,753,729 0 0
US FOODS HLDG CORP COM 912008109   11,352,500 250,000 SH Call SOLE   250,000 0 0
VALVOLINE INC COM 92047W101   87,192,101 2,320,173 SH   SOLE   2,320,173 0 0
VIATRIS INC COM 92556V106   65,684,459 6,065,047 SH   SOLE   6,065,047 0 0