| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 5 | 3,823,502 | SGRY, NTNX, WAY, AVAH | 13F-HR | 11/14/2024 | 000095012324011451 |
| Q2 2024 | 5 | 4,709,987 | CERE, SGRY, WAYSTAR HLDG CORP, AVAH | 13F-HR | 8/12/2024 | 000095012324007817 |
| Q1 2024 | 4 | 4,481,902 | CERE, SGRY, AVAH, ADV | 13F-HR | 5/15/2024 | 000095012324005302 |
| Q4 2023 | 4 | 4,611,778 | CERE, SGRY, AVAH, ADV | 13F-HR | 2/13/2024 | 000095012324001889 |
| Q3 2023 | 4 | 3,123,234 | SGRY, CERE, AVAH, ADV | 13F-HR | 11/14/2023 | 000095012323010830 |
| Q2 2023 | 5 | 6,667,295 | SGRY, DSEY, CERE, AVAH | 13F-HR | 8/14/2023 | 000095012323008164 |
| Q1 2023 | 5 | 5,493 | SGRY, DSEY, CERE, AVAH | 13F-HR | 5/15/2023 | 000095012323005414 |
| Q4 2022 | 5 | 4,612,552 | CERE, SGRY, DSEY, AVAH | 13F-HR | 2/14/2023 | 000095012323002149 |
| Q3 2022 | 5 | 4,139,825 | CERE, DSEY, SGRY, AVAH | 13F-HR | 11/14/2022 | 000095012322012259 |
| Q2 2022 | 5 | 4,778,771 | CERE, DSEY, SGRY, AVAH | 13F-HR | 8/15/2022 | 000095012322009028 |
| Q1 2022 | 5 | 6,911,209 | SGRY, CERE, DSEY, AVAH | 13F-HR | 5/16/2022 | 000095012322006409 |
| Q4 2021 | 5 | 8,361,894 | DSEY, SGRY, CERE, AVAH | 13F-HR | 2/14/2022 | 000095012322002478 |
| Q3 2021 | 6 | 8,479,874 | DSEY, SGRY, CERE, AVAH | 13F-HR | 11/15/2021 | 000095012321015533 |
| Q2 2021 | 7 | 10,242,278 | DSEY, SGRY, CERE, AVAH | 13F-HR | 8/16/2021 | 000095012321011521 |
| Q1 2021 | 7 | 6,795,206 | DSEY, SGRY, MIK, CERE | 13F-HR | 5/17/2021 | 000095012321006714 |
| Q4 2020 | 7 | 2,639,271 | CERE, SGRY, MIK, IQV | 13F-HR | 2/16/2021 | 000095012321002424 |
| Q3 2020 | 5 | 1,223,172 | SGRY, MIK, IQV, VRTV | 13F-HR | 11/16/2020 | 000095012320011908 |
| Q2 2020 | 5 | 816,282 | MIK, SGRY, IQV, VRTV | 13F-HR | 8/14/2020 | 000095012320008768 |
| Q1 2020 | 5 | 400,145 | SGRY, MIK, IQV, ATTO | 13F-HR | 5/15/2020 | 000095012320005060 |
| Q4 2019 | 5 | 1,250,502 | MIK, SGRY, IQV, ATTO | 13F-HR | 2/14/2020 | 000095012320002157 |
| Q3 2019 | 7 | 1,614,526 | MIK, G, IQV, SGRY | 13F-HR | 11/14/2019 | 000095012319011072 |
| Q2 2019 | 6 | 2,070,432 | G, MIK, IQV, SGRY | 13F-HR | 8/14/2019 | 000095012319007995 |
| Q1 2019 | 7 | 2,619,621 | G, MIK, SGRY, IQV | 13F-HR | 5/15/2019 | 000095012319005093 |
| Q4 2018 | 7 | 2,721,658 | G, MIK, IQV, SGRY | 13F-HR | 2/14/2019 | 000095012319001858 |
| Q3 2018 | 7 | 3,568,797 | G, MIK, IQV, SGRY | 13F-HR | 11/14/2018 | 000095012318011527 |
| Q2 2018 | 7 | 3,529,391 | G, MIK, SGRY, IQV | 13F-HR | 8/14/2018 | 000095012318008487 |
| Q1 2018 | 7 | 3,913,774 | G, MIK, IQV, SGRY | 13F-HR | 5/15/2018 | 000095012318005388 |
| Q4 2017 | 8 | 4,506,985 | G, MIK, IQV, ATTO | 13F-HR | 2/14/2018 | 000095012318001881 |
| Q3 2017 | 10 | 5,163,327 | G, MIK, ATTO, BFAM | 13F-HR | 11/14/2017 | 000095012317010514 |
| Q2 2017 | 10 | 5,188,134 | G, MIK, IQV, ATTO | 13F-HR | 8/14/2017 | 000095012317007646 |
| Q1 2017 | 10 | 5,393,099 | G, MIK, BFAM, IQV | 13F-HR | 5/15/2017 | 000095012317004976 |
| Q4 2016 | 10 | 5,169,521 | G, MIK, BFAM, IQV | 13F-HR | 2/14/2017 | 000095012317001998 |
| Q3 2016 | 9 | 5,550,043 | G, MIK, BFAM, IQV | 13F-HR | 11/14/2016 | 000095012316021861 |
| Q2 2016 | 11 | 6,693,964 | MIK, G, BFAM, TSE | 13F-HR | 8/15/2016 | 000095012316019935 |
| Q1 2016 | 12 | 7,100,300 | MIK, G, BFAM, TSE | 13F-HR | 5/16/2016 | 000095012316017355 |
| Q4 2015 | 11 | 7,166,443 | MIK, G, BFAM, TSE | RESTATEMENT | 3/16/2016 | 000104050816000002 |
| Q3 2015 | 10 | 7,017,392 | MIK, G, BFAM, TSE | 13F-HR | 11/13/2015 | 000095012315011682 |
| Q2 2015 | 11 | 9,024,527 | MIK, BFAM, G, TSE | 13F-HR | 8/14/2015 | 000095012315009147 |
| Q1 2015 | 13 | 9,992,869 | MIK, G, BFAM, IQV | 13F-HR | 5/15/2015 | 000095012315006226 |
| Q4 2014 | 13 | 9,357,552 | MIK, BFAM, G, IQV | 13F-HR | 2/17/2015 | 000095012315003417 |
| Q3 2014 | 12 | 9,973,007 | BURL, BFAM, MIK, IQV | 13F-HR | 11/14/2014 | 000104050814000009 |
| Q2 2014 | 11 | 8,746,593 | BFAM, BURL, IQV, G | RESTATEMENT | 11/6/2014 | 000104050814000008 |
| Q1 2014 | 11 | 10,125,876 | BURL, HCA, BFAM, ST | 13F-HR | 5/15/2014 | 000104050814000002 |
| Q4 2013 | 11 | 10,574,824 | BURL, BFAM, HCA, BLMN | 13F-HR | 2/10/2014 | 000104050814000001 |