The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | 676,778,267 | 6,226,111 | SH | SOLE | 0 | 6,226,111 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 18,341,753 | 163,912 | SH | SOLE | 0 | 163,912 | 0 | 0 | ||
THE CIGNA CORP | COM | 125523100 | 15,604,458 | 42,965 | SH | SOLE | 0 | 42,965 | 0 | 0 | ||
CENCORA INC | COM | 03073E105 | 43,199,977 | 177,785 | SH | SOLE | 0 | 177,785 | 0 | 0 | ||
DAVITA INC | COM | 23918K108 | 94,584,267 | 685,145 | SH | SOLE | 0 | 685,145 | 0 | 0 | ||
ENHABIT INC | COM | 29332G102 | 865,665 | 74,306 | SH | SOLE | 0 | 74,306 | 0 | 0 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 106,430,343 | 1,288,815 | SH | SOLE | 0 | 1,288,815 | 0 | 0 | ||
EHEALTH INC | COM | 28238P109 | 14,449,008 | 2,396,187 | SH | SOLE | 0 | 2,396,187 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 53,874,100 | 161,527 | SH | SOLE | 0 | 161,527 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 76,786,729 | 143,032 | SH | SOLE | 0 | 143,032 | 0 | 0 | ||
PENNANT GROUP INC | COM | 70805E109 | 48,339,915 | 2,462,553 | SH | SOLE | 0 | 2,462,553 | 0 | 0 | ||
RADNET INC | CL A | 750491102 | 20,273,216 | 416,630 | SH | SOLE | 0 | 416,630 | 0 | 0 | ||
SELECT MED HLDGS CORP | COM | 81619Q105 | 4,916,832 | 163,079 | SH | SOLE | 0 | 163,079 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 107,814,480 | 1,025,730 | SH | SOLE | 0 | 1,025,730 | 0 | 0 | ||
TRUPANION INC | COM | 898202106 | 35,823,561 | 1,297,485 | SH | SOLE | 0 | 1,297,485 | 0 | 0 |