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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 2,582,332 | 33,209 | SH | SOLE | 0 | 33,209 | 0 | 0 | |
CARDINAL HEALTH INC | COM | 14149Y108 | 31,836,773 | 315,841 | SH | SOLE | 0 | 315,841 | 0 | 0 | |
THE CIGNA GROUP | COM | 125523100 | 67,708,939 | 226,111 | SH | SOLE | 0 | 226,111 | 0 | 0 | |
CENCORA INC | COM | 03073E105 | 31,031,891 | 151,095 | SH | SOLE | 0 | 151,095 | 0 | 0 | |
DAVITA INC | COM | 23918K108 | 89,504,011 | 854,372 | SH | SOLE | 0 | 854,372 | 0 | 0 | |
ENHABIT INC | COM | 29332G102 | 1,968,476 | 190,191 | SH | SOLE | 0 | 190,191 | 0 | 0 | |
ENCOMPASS HEALTH CORP | COM | 29261A100 | 75,424,224 | 1,130,459 | SH | SOLE | 0 | 1,130,459 | 0 | 0 | |
EHEALTH INC | COM | 28238P109 | 20,894,751 | 2,396,187 | SH | SOLE | 0 | 2,396,187 | 0 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 18,369,157 | 67,863 | SH | SOLE | 0 | 67,863 | 0 | 0 | |
HUMANA INC | COM | 444859102 | 11,833,015 | 25,847 | SH | SOLE | 0 | 25,847 | 0 | 0 | |
MCKESSON CORP | COM | 58155Q103 | 51,055,582 | 110,276 | SH | SOLE | 0 | 110,276 | 0 | 0 | |
OSCAR HEALTH INC | CL A | 687793109 | 2,255,310 | 246,482 | SH | SOLE | 0 | 246,482 | 0 | 0 | |
PENNANT GROUP INC | COM | 70805E109 | 25,577,889 | 1,837,492 | SH | SOLE | 0 | 1,837,492 | 0 | 0 | |
TENET HEALTHCARE CORP | COM | 88033G407 | 44,412,262 | 587,697 | SH | SOLE | 0 | 587,697 | 0 | 0 | |
TRUPANION INC | COM | 898202106 | 21,165,092 | 693,710 | SH | SOLE | 0 | 693,710 | 0 | 0 | |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 40,009,860 | 262,463 | SH | SOLE | 0 | 262,463 | 0 | 0 |