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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BIOHAVEN LTD COM G1110E107   13,499,037 361,420 SH   SOLE   361,420 0 0
GENWORTH FINL INC COM SHS 37247D106   10,740,918 1,536,612 SH   SOLE   1,536,612 0 0
GLOBUS MED INC CL A 379577208   47,017,740 568,465 SH   SOLE   568,465 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   13,489,108 524,868 SH   SOLE   524,868 0 0
IQVIA HLDGS INC COM 46266C105   11,228,778 57,141 SH   SOLE   57,141 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   24,059,208 581,843 SH   SOLE   581,843 0 0
MOLINA HEALTHCARE INC COM 60855R100   23,820,114 81,842 SH   SOLE   81,842 0 0
ORTHOFIX MED INC COM 68752M108   18,460,685 1,057,313 SH   SOLE   1,057,313 0 0
PENNANT GROUP INC COM 70805E109   17,006,083 641,255 SH   SOLE   641,255 0 0
PERRIGO CO PLC SHS G97822103   26,285,107 1,022,369 SH   SOLE   1,022,369 0 0
THE CIGNA GROUP COM 125523100   23,709,657 85,861 SH   SOLE   85,861 0 0
UNUM GROUP COM 91529Y106   58,706,261 803,865 SH   SOLE   803,865 0 0
VIKING THERAPEUTICS INC COM 92686J106   8,444,485 209,853 SH   SOLE   209,853 0 0