Q3 2021 Holdings
Filed 2021-11-15 | 2 holdings | $55.1K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-02-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cigna Corp New(CI) | COM | 125523100 | $264.8K | 1,322,827 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $345.1K | 1,731,042 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $574.9K | 8,652,741 | 0.1% |
| CCC Intelligent Solutions HL(CCC) | COM | 12510Q100 | $25.3M | 2,405,960 | 2.3% |
| Butterfly Network Inc(BFLY) | COM CL A | 124155102 | $51.8M | 4,964,751 | 4.7% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $84.8M | 13,454,840 | 7.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $89.5M | 2,063,297 | 8.1% |
| Corteva Inc(CTVA) | COM | 22052L104 | $93.6M | 2,224,846 | 8.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $132.2M | 2,122,427 | 12.0% |
| DXC Technology Co(DXC) | COM | 23355L106 | $188.3M | 5,601,965 | 17.0% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $435.8M | 15,649,243 | 39.4% |