Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting SPDR S&P 500 ETF TR,SPY,tr unit,Buy,78462F103,491022366.0,1199400.0,10.774 THE CIGNA GROUP,CI,,Buy,125523100,472892250.0,1850633.0,10.376 TENET HEALTHCARE CORP,THC,,Sell,88033G407,431838950.0,7267569.0,9.475 FISERV INC,FISV,,Sell,337738108,243104698.0,2150798.0,5.334 GLOBAL PMTS INC,GPN,,Sell,37940X102,236176872.0,2244174.0,5.182 DXC TECHNOLOGY CO,DXC,,Sell,23355L106,228944422.0,8957137.0,5.023 MCKESSON CORP,MCK,,Sell,58155Q103,227849569.0,639937.0,4.999 VALVOLINE INC,VVV,,Buy,92047W101,132875038.0,3802949.0,2.915 US FOODS HLDG CORP,USFD,,Sell,912008109,132681572.0,3591813.0,2.911 ALIGHT INC,ALIT,,Buy,01626W101,130271683.0,14144591.0,2.858 HCA HEALTHCARE INC,HCA,,Buy,40412C101,119243215.0,452227.0,2.616 UNIVERSAL HLTH SVCS INC,UHS,cl b,Sell,913903100,109573291.0,862103.0,2.404 CLARIVATE PLC,CLVT,,Buy,G21810109,109192207.0,11628563.0,2.396 APTIV PLC,APTV,,Buy,G6095L109,104666651.0,932941.0,2.296 CORTEVA INC,CTVA,,Buy,22052L104,98860634.0,1639208.0,2.169 FMC CORP,FMC,,Buy,302491303,98029599.0,802666.0,2.151 MYRIAD GENETICS INC,MYGN,,Buy,62855J104,97452452.0,4195112.0,2.138 UBER TECHNOLOGIES INC,UBER,,Sell,90353T100,94391981.0,2977665.0,2.071 DUPONT DE NEMOURS INC,DD,,Buy,26614N102,87348109.0,1217056.0,1.917 ACTIVISION BLIZZARD INC,ATVI,,Sell,00507V109,71781081.0,838662.0,1.575 COCA-COLA EUROPACIFIC PARTNE,CCEP,,Sell,G25839104,71201545.0,1202932.0,1.562 LENNOX INTL INC,LII,,Buy,526107107,59761671.0,237829.0,1.311 ELEMENT SOLUTIONS INC,ESI,,Sell,28618M106,58399793.0,3024329.0,1.281 BROOKDALE SR LIVING INC,BKD,,Buy,112463104,55001785.0,18644673.0,1.207 NORFOLK SOUTHN CORP,NSC,,Buy,655844108,54156460.0,255455.0,1.188 AMAZON COM INC,AMZN,,New,023135106,46967822.0,454718.0,1.031 AMERISOURCEBERGEN CORP,ABC,,Buy,03073E105,44449418.0,277618.0,0.975 FLEX LTD,FLEX,ord,Sell,Y2573F102,44233274.0,1922350.0,0.971 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Buy,01609W102,41184977.0,403063.0,0.904 AVANTOR INC,AVTR,,New,05352A100,39379592.0,1862800.0,0.864 FEDEX CORP,FDX,,New,31428X106,37148590.0,162583.0,0.815 EXPEDIA GROUP INC,EXPE,,Sell,30212P303,37166177.0,383038.0,0.815 ALPHABET INC,GOOGL,cap stk cl a,Sell,02079K305,32850772.0,316695.0,0.721 DAVITA INC,DVA,,New,23918K108,22400554.0,276175.0,0.491 KNIGHT-SWIFT TRANSN HLDGS IN,KNX,cl a,New,499049104,21299541.0,376450.0,0.467 EVOLV TECHNOLOGIES HLDNGS IN,,,Buy,30049H102,19708647.0,6316874.0,0.432 MATCH GROUP INC NEW,MTCH,,New,57667L107,18230874.0,474886.0,0.4 BROOKDALE SR LIVING INC,,note 2.000%10/1,New,112463AC8,18194078.0,25450000.0,0.399 UNITEDHEALTH GROUP INC,UNH,,New,91324P102,17351614.0,36716.0,0.381 BUTTERFLY NETWORK INC,BFLY,,Buy,124155102,15102982.0,8033501.0,0.331 UNION PAC CORP,UNP,,New,907818108,12579555.0,62504.0,0.276 LABORATORY CORP AMER HLDGS,LH,,New,50540R409,11563227.0,50402.0,0.254 WILLIS TOWERS WATSON PLC LTD,WLTW,,Sell,G96629103,10815198.0,46541.0,0.237 CARDINAL HEALTH INC,CAH,,New,14149Y108,10647916.0,141032.0,0.234 SABRE CORP,SABR,,Buy,78573M104,9439707.0,2200398.0,0.207 DIGIMARC CORP NEW,DMRC,,Sell,25381B101,8537866.0,434497.0,0.187 QUANTUM SI INC,QSI,,Sell,74765K105,7420142.0,4215990.0,0.163 ELEVANCE HEALTH INC,ANTM,,New,036752103,5456565.0,11867.0,0.12 PHENOMEX INC,BLI,,Buy,084310101,4426923.0,3816313.0,0.097 DUN & BRADSTREET HLDGS INC,DNB,,Sell,26484T106,1812351.0,154374.0,0.04 RAPID MICRO BIOSYSTEMS INC,,,Buy,75340L104,1071957.0,818288.0,0.024 CANO HEALTH INC,CANO,,New,13781Y103,864616.0,950127.0,0.019 BUTTERFLY NETWORK INC,BFLYWS,*w exp 02/12/202,New,124155110,455918.0,1713333.0,0.01 DOMA HOLDINGS INC,,,New,25703A104,203750.0,500000.0,0.004 FARFETCH LTD,FTCH,ord sh cl a,Exit,30744W107,0.0,-618916.0,-0.065 ISOPLEXIS CORP,,,Exit,465005106,0.0,-1970000.0,-0.068 NEW RELIC INC,NEWR,,Exit,64829B100,0.0,-160683.0,-0.201 BAUSCH HEALTH COS INC,BHC,,Exit,071734107,0.0,-1500000.0,-0.209 SPLUNK INC,SPLK,,Exit,848637104,0.0,-146220.0,-0.279 TEMPUR SEALY INTL INC,TPX,,Exit,88023U101,0.0,-391700.0,-0.298 PAYPAL HLDGS INC,PYPL,,Exit,70450Y103,0.0,-250000.0,-0.394 UNITED RENTALS INC,URI,,Exit,911363109,0.0,-77860.0,-0.613 LAS VEGAS SANDS CORP,LVS,,Exit,517834107,0.0,-765576.0,-0.815 BOOKING HOLDINGS INC,BKNG,,Exit,09857L108,0.0,-18589.0,-0.83 ZOOMINFO TECHNOLOGIES INC,ZI,,Exit,98980F104,0.0,-1746519.0,-1.165 META PLATFORMS INC,FB,cl a,Exit,30303M102,0.0,-526142.0,-1.403 CIGNA CORP NEW,CI,,Exit,125523100,0.0,-200000.0,-1.468 BAXTER INTL INC,BAX,,Exit,071813109,0.0,-2009973.0,-2.27