The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 37,472,467 148,913 SH SOLE 148,913 0 0
ADVANCED MICRO DEVICES INC COM 007903107 173,349,353 298,410 SH SOLE 298,410 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 261,614,131 1,969,541 SH SOLE 1,969,541 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 15,487,978 116,600 SH Call SOLE 116,600 0 0
AMAZON COM INC COM 023135106 303,093,880 1,271,687 SH SOLE 1,271,687 0 0
APPLIED MATLS INC COM 038222105 47,140,323 65,201 SH SOLE 65,201 0 0
ASTRAZENECA PLC ORD G0593M107 34,942,984 184,279 SH SOLE 184,279 0 0
BAKER HUGHES COMPANY CL A 05722G100 27,390,305 493,519 SH SOLE 493,519 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 31,764,531 1,918,148 SH SOLE 1,918,148 0 0
BIO-TECHNE CORP COM 09073M104 4,120,591 58,324 SH SOLE 58,324 0 0
BLOCK INC CL A 852234103 90,975,496 1,197,046 SH SOLE 1,197,046 0 0
BOSTON SCIENTIFIC CORP COM 101137107 4,826,937 113,096 SH SOLE 113,096 0 0
BRUKER CORP COM 116794108 15,175,530 252,169 SH SOLE 252,169 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 120,701,163 14,335,055 SH SOLE 14,335,055 0 0
CARDINAL HEALTH INC COM 14149Y108 4,280,356 18,018 SH SOLE 18,018 0 0
CENTENE CORP DEL COM 15135B101 121,065,870 1,886,055 SH SOLE 1,886,055 0 0
CISCO SYS INC COM 17275R102 48,549,977 413,332 SH SOLE 413,332 0 0
CVS HEALTH CORP COM 126650100 499,125,457 4,824,799 SH SOLE 4,824,799 0 0
DANAHER CORP DEL COM 235851102 218,286,080 1,145,979 SH SOLE 1,145,979 0 0
DICKS SPORTING GOODS INC COM 253393102 90,966,006 401,067 SH SOLE 401,067 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 13,318,028 84,812 SH SOLE 84,812 0 0
ELEMENT SOLUTIONS INC COM 28618M106 47,491,147 994,579 SH SOLE 994,579 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 25,755,831 66,599 SH SOLE 66,599 0 0
ELI LILLY & CO COM 532457108 69,292,271 57,771 SH SOLE 57,771 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109 81,781,439 13,495,287 SH SOLE 13,495,287 0 0
GLOBAL PMTS INC COM 37940X102 646,270,805 8,906,709 SH SOLE 8,906,709 0 0
HUMANA INC COM 444859102 100,979,680 254,216 SH SOLE 254,216 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 275,873,190 918,200 SH Put SOLE 918,200 0 0
META PLATFORMS INC CL A 30303M102 201,004,967 356,841 SH SOLE 356,841 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 24,220,622 265,577 SH SOLE 265,577 0 0
MKS INC. COM 55306N104 43,827,034 98,532 SH SOLE 98,532 0 0
NATIONAL VISION HLDGS INC COM 63845R107 58,951,588 3,101,083 SH SOLE 3,101,083 0 0
NOVARTIS AG SPONSORED ADR 66987V109 13,620,378 86,909 SH SOLE 86,909 0 0
ONTO INNOVATION INC COM 683344105 77,881,604 205,791 SH SOLE 205,791 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 9,897,491 404,971 SH SOLE 404,971 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 42,979,587 2,017,821 SH SOLE 2,017,821 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 194,160,200 260,000 SH Put SOLE 260,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 41,942,893 560,060 SH SOLE 560,060 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 418,248,395 2,235,666 SH SOLE 2,235,666 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 172,147,363 5,081,091 SH SOLE 5,081,091 0 0
THE CIGNA GROUP COM 125523100 113,641,637 412,223 SH SOLE 412,223 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 314,473,046 627,240 SH SOLE 627,240 0 0
UBER TECHNOLOGIES INC COM 90353T100 129,426,032 1,793,598 SH SOLE 1,793,598 0 0
UNITED AIRLS HLDGS INC COM 910047109 67,279,149 494,736 SH SOLE 494,736 0 0
VIATRIS INC COM 92556V106 156,853,255 9,877,409 SH SOLE 9,877,409 0 0