Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CIGNA CORP NEW,CI,,Buy,125523100,547117000.0,2076189.0,13.686 TENET HEALTHCARE CORP,THC,,Buy,88033G407,358757000.0,6825671.0,8.974 GLOBAL PMTS INC,GPN,,Sell,37940X102,260304000.0,2352712.0,6.511 DXC TECHNOLOGY CO,DXC,,Buy,23355L106,240167000.0,7923704.0,6.008 MCKESSON CORP,MCK,,Sell,58155Q103,236776000.0,725839.0,5.923 FISERV INC,FISV,, ,337738108,190645000.0,2142801.0,4.769 COCA-COLA EUROPACIFIC PARTNE,CCEP,,Buy,G25839104,165678000.0,3210186.0,4.144 US FOODS HLDG CORP,USFD,,Buy,912008109,141891000.0,4624862.0,3.549 BAXTER INTL INC,BAX,,Sell,071813109,139573000.0,2173019.0,3.491 APTIV PLC,APTV,,Buy,G6095L109,132711000.0,1489959.0,3.32 CHANGE HEALTHCARE INC,CHNG,,Buy,15912K100,99809000.0,4328222.0,2.497 CENTENE CORP DEL,CNC,,Sell,15135B101,90822000.0,1073420.0,2.272 UBER TECHNOLOGIES INC,UBER,,Buy,90353T100,87760000.0,4289342.0,2.195 CORTEVA INC,CTVA,,Buy,22052L104,84548000.0,1561646.0,2.115 DUPONT DE NEMOURS INC,DD,,Sell,26614N102,83565000.0,1503503.0,2.09 FMC CORP,FMC,,Buy,302491303,81167000.0,758499.0,2.03 ENCOMPASS HEALTH CORP,EHC,,Buy,29261A100,77027000.0,1374252.0,1.927 AMAZON COM INC,AMZN,,Buy,023135106,75958000.0,715164.0,1.9 ELEMENT SOLUTIONS INC,ESI,,Buy,28618M106,74171000.0,4166904.0,1.855 VALVOLINE INC,VVV,,Buy,92047W101,57560000.0,1996539.0,1.44 NORFOLK SOUTHN CORP,NSC,,Buy,655844108,56931000.0,250479.0,1.424 HCA HEALTHCARE INC,HCA,, ,40412C101,53246000.0,316829.0,1.332 MICROSOFT CORP,MSFT,,New,594918104,52751000.0,205392.0,1.32 CIGNA CORP NEW,CI,,Buy,125523100,52704000.0,200000.0,1.318 LONGVIEW ACQUISITION CORP II,LGVU,unit 99/99/9999, ,54319Q204,49000000.0,5000000.0,1.226 UNITED RENTALS INC,URI,,Buy,911363109,48622000.0,200163.0,1.216 BROOKDALE SR LIVING INC,BKD,,Sell,112463104,44695000.0,9844673.0,1.118 BOSTON SCIENTIFIC CORP,BSX,,Sell,101137107,33371000.0,895396.0,0.835 CLARIVATE PLC,CLVT,,New,G21810109,33137000.0,2390852.0,0.829 MYRIAD GENETICS INC,MYGN,,Sell,62855J104,30831000.0,1696791.0,0.771 LAS VEGAS SANDS CORP,LVS,,Sell,517834107,25330000.0,754104.0,0.634 WILLIS TOWERS WATSON PLC LTD,WLTW,,New,G96629103,25211000.0,127721.0,0.631 HOLOGIC INC,HOLX,, ,436440101,24905000.0,359381.0,0.623 ACTIVISION BLIZZARD INC,ATVI,, ,00507V109,24069000.0,309132.0,0.602 ALPHABET INC,GOOGL,cap stk cl a,Buy,02079K305,23612000.0,10835.0,0.591 KNIGHT-SWIFT TRANSN HLDGS IN,KNX,cl a,New,499049104,22918000.0,495100.0,0.573 SABRE CORP,SABR,,Sell,78573M104,17394000.0,2983469.0,0.435 BUTTERFLY NETWORK INC,BFLY,, ,124155102,16777000.0,5464751.0,0.42 META PLATFORMS INC,FB,cl a,Buy,30303M102,14227000.0,88230.0,0.356 MIRATI THERAPEUTICS INC,MRTX,,Buy,60468T105,13681000.0,203800.0,0.342 QUANTUM SI INC,QSI,,Sell,74765K105,12180000.0,5250000.0,0.305 BERKELEY LTS INC,BLI,,Buy,084310101,11558000.0,2325567.0,0.289 CHANGE HEALTHCARE INC,CHNG,, ,15912K100,11530000.0,500000.0,0.288 EPAM SYS INC,EPAM,,New,29414B104,11349000.0,38500.0,0.284 BOOKING HOLDINGS INC,BKNG,,Sell,09857L108,10522000.0,6016.0,0.263 ZOOMINFO TECHNOLOGIES INC,ZI,,New,98980F104,10243000.0,308154.0,0.256 IRONSOURCE LTD,IS,,Sell,M5R75Y101,8356000.0,3510748.0,0.209 EVOLV TECHNOLOGIES HLDNGS IN,,,Buy,30049H102,7979000.0,2999461.0,0.2 DIGIMARC CORP NEW,DMRC,,Buy,25381B101,7777000.0,550000.0,0.195 CYTEK BIOSCIENCES INC,,,Buy,23285D109,5365000.0,500000.0,0.134 ORION ACQUISITION CORP,OHPAU,unit 02/19/2026, ,68626A207,4758000.0,485001.0,0.119 RAPID MICRO BIOSYSTEMS INC,,,Buy,75340L104,3225000.0,750000.0,0.081 OUSTER INC,OUST,, ,68989M103,1829000.0,1128982.0,0.046 HYPERFINE INC,,,Sell,44916K106,1349000.0,605052.0,0.034 FLEX LTD,FLEX,ord,Sell,Y2573F102,191000.0,13200.0,0.005 ENDO INTL PLC,ENDP,,Exit,G30401106,0.0,-1126435.0,-0.053 EVOLUS INC,EOLS,,Exit,30052C107,0.0,-394810.0,-0.09 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Exit,01609W102,0.0,-78789.0,-0.174 UNION PAC CORP,UNP,,Exit,907818108,0.0,-46185.0,-0.255 DAVITA INC,DVA,,Exit,23918K108,0.0,-129100.0,-0.296 BIOHAVEN PHARMACTL HLDG CO L,BHVN,,Exit,G11196105,0.0,-158301.0,-0.38 INSPERITY INC,NSP,,Exit,45778Q107,0.0,-381875.0,-0.776 UNIVERSAL HLTH SVCS INC,UHS,cl b,Exit,913903100,0.0,-618871.0,-1.816 AMERISOURCEBERGEN CORP,ABC,,Exit,03073E105,0.0,-752648.0,-2.358 MERITOR INC,MTOR,,Exit,59001K100,0.0,-3544333.0,-2.553 BAUSCH HEALTH COS INC,BHC,,Exit,071734107,0.0,-9256661.0,-4.282