The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMPHASTAR PHARMACEUTICALS IN | COM | 03209R103 | 19,803,560 | 495,089 | SH | SOLE | 495,089 | 0 | 0 | |||
| BAXTER INTL INC | COM | 071813109 | 24,126,749 | 721,278 | SH | SOLE | 721,278 | 0 | 0 | |||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 15,283,934 | 259,710 | SH | SOLE | 259,710 | 0 | 0 | |||
| CERTARA INC | COM | 15687V109 | 9,957,915 | 718,983 | SH | SOLE | 718,983 | 0 | 0 | |||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 9,975,335 | 48,288 | SH | SOLE | 48,288 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 26,574,046 | 106,360 | SH | SOLE | 106,360 | 0 | 0 | |||
| GLOBUS MED INC | CL A | 379577208 | 43,649,704 | 637,315 | SH | SOLE | 637,315 | 0 | 0 | |||
| HEALTHCARE SVCS GROUP INC | COM | 421906108 | 9,236,530 | 873,018 | SH | SOLE | 873,018 | 0 | 0 | |||
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | 14,818,140 | 422,049 | SH | SOLE | 422,049 | 0 | 0 | |||
| IQVIA HLDGS INC | COM | 46266C105 | 20,030,557 | 94,734 | SH | SOLE | 94,734 | 0 | 0 | |||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 17,904,585 | 523,679 | SH | SOLE | 523,679 | 0 | 0 | |||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 29,460,646 | 99,094 | SH | SOLE | 99,094 | 0 | 0 | |||
| ORTHOFIX MED INC | COM | 68752M108 | 10,281,380 | 775,368 | SH | SOLE | 775,368 | 0 | 0 | |||
| PENNANT GROUP INC | COM | 70805E109 | 16,232,212 | 699,966 | SH | SOLE | 699,966 | 0 | 0 | |||
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 5,872,157 | 216,047 | SH | SOLE | 216,047 | 0 | 0 | |||
| THE CIGNA GROUP | COM | 125523100 | 43,610,778 | 131,926 | SH | SOLE | 131,926 | 0 | 0 | |||
| UNUM GROUP | COM | 91529Y106 | 47,560,155 | 930,545 | SH | SOLE | 930,545 | 0 | 0 | |||
| VIKING THERAPEUTICS INC | COM | 92686J106 | 9,264,346 | 174,766 | SH | SOLE | 174,766 | 0 | 0 | |||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 9,765,435 | 250,460 | SH | SOLE | 250,460 | 0 | 0 | |||