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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
ANTHEM INC COM 036752103 29,589 104,849 SH   SOLE   104,849 0 0
CENTENE CORP DEL COM 15135B101 34,024 648,822 SH   SOLE   648,822 0 0
DANAHER CORPORATION COM 235851102 17,800 124,542 SH   SOLE   124,542 0 0
DAVITA INC COM 23918K108 11,609 206,338 SH   SOLE   206,338 0 0
HCA HEALTHCARE INC COM 40412C101 15,998 118,357 SH   SOLE   118,357 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 30,847 178,411 SH   SOLE   178,411 0 0
MCKESSON CORP COM 58155Q103 20,237 150,585 SH   SOLE   150,585 0 0
MOLINA HEALTHCARE INC COM 60855R100 33,736 235,686 SH   SOLE   235,686 0 0
PATTERSON COMPANIES INC COM 703395103 11,680 510,054 SH   SOLE   510,054 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 40,886 347,259 SH   SOLE   347,259 0 0