The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AADI BIOSCIENCES INC | Common | 00032Q104 | 31,045 | 1,829,402 | SH | SOLE | 1,829,402 | 0 | 0 | ||
| ACADIA PHARMACEUTICALS INC | Common | 004225108 | 55,101 | 2,275,000 | SH | SOLE | 2,275,000 | 0 | 0 | ||
| ADVERUM BIOTECHNOLOGIES INC | Common | 00773U108 | 9,105 | 6,950,000 | SH | SOLE | 6,950,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | Common | 02043Q107 | 212,277 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| AMARIN CORP PLC | Sponsored ADR | 023111206 | 19,740 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | Common | 03152W109 | 194,135 | 20,500,000 | SH | SOLE | 20,500,000 | 0 | 0 | ||
| APELLIS PHARMACEUTICALS INC | Common | 03753U106 | 480,155 | 9,450,000 | SH | SOLE | 9,450,000 | 0 | 0 | ||
| APPLIED MOLECULAR TRANS INC | Common | 03824M109 | 7,746 | 1,030,000 | SH | SOLE | 1,030,000 | 0 | 0 | ||
| ARGENX SE | Sponsored ADR | 04016X101 | 395,714 | 1,255,000 | SH | SOLE | 1,255,000 | 0 | 0 | ||
| ASCENDIS PHARMA | Sponsored ADR | 04351P101 | 258,192 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| AVADEL PHARMACEUTICALS PLC | Sponsored ADR | 05337M104 | 11,406 | 1,670,000 | SH | SOLE | 1,670,000 | 0 | 0 | ||
| AVIDITY BIOSCIENCES INC | Common | 05370A108 | 24,011 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| BIOCRYST PHARMACEUTICLAS INC | Common | 09058V103 | 30,488 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | Common | 09061G101 | 233,999 | 3,035,000 | SH | SOLE | 3,035,000 | 0 | 0 | ||
| CYMABAY THERAPEUTICS INC | Common | 23257D103 | 32,033 | 10,300,000 | SH | SOLE | 10,300,000 | 0 | 0 | ||
| DESIGN THERAPEUTICS INC | Common | 25056L103 | 35,889 | 2,222,222 | SH | SOLE | 2,222,222 | 0 | 0 | ||
| DICE THERAPEUTICS INC | Common | 23345J104 | 20,565 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
| FENNEC PHARMACEUTICALS INC | Common | 31447P100 | 6,720 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| GENOCEA BIOSCIENCES INC | Common | 372427401 | 6,355 | 5,084,184 | SH | SOLE | 5,084,184 | 0 | 0 | ||
| HORIZON THERAPEUTICS PLC | Common | G46188101 | 683,865 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||
| IO BIOTECH INC | Common | 449778109 | 9,580 | 2,055,883 | SH | SOLE | 2,055,883 | 0 | 0 | ||
| IOVANCE BIOTHERAPEUTICS INC | Common | 462260100 | 151,931 | 9,125,000 | SH | SOLE | 9,125,000 | 0 | 0 | ||
| IVERIC BIO INC | Common | 46583P102 | 122,018 | 7,250,000 | SH | SOLE | 7,250,000 | 0 | 0 | ||
| KRYSTAL BIOTECH INC | Common | 501147102 | 66,873 | 1,005,000 | SH | SOLE | 1,005,000 | 0 | 0 | ||
| KURA ONCOLOGY INC | Common | 50127T109 | 77,184 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
| KYMERA THERAPEUTICS INC | Common | 501575104 | 34,554 | 816,500 | SH | SOLE | 816,500 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | Common | 558868105 | 139,821 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
| MANNKIND CORP | Common | 56400P706 | 32,384 | 8,800,000 | SH | SOLE | 8,800,000 | 0 | 0 | ||
| MARINUS PHARMACEUTICALS INC | Common | 56854Q200 | 29,453 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | ||
| MERSANA THERAPEUTICS INC | Common | 59045L106 | 27,132 | 6,800,000 | SH | SOLE | 6,800,000 | 0 | 0 | ||
| MIRATI THERAPEUTICS INC | Common | 60468T105 | 437,822 | 5,325,000 | SH | SOLE | 5,325,000 | 0 | 0 | ||
| MONTE ROSA THERAPEUTICS INC | Common | 61225M102 | 46,426 | 3,311,434 | SH | SOLE | 3,311,434 | 0 | 0 | ||
| NUVALENT INC | Common | 670703107 | 14,577 | 1,049,471 | SH | SOLE | 1,049,471 | 0 | 0 | ||
| PMV PHARMACEUTICALS INC | Common | 69353Y103 | 45,804 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| PRAXIS PRECISION MEDICINES INC | Common | 74006W108 | 21,952 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | Common | 803607100 | 244,906 | 3,135,000 | SH | SOLE | 3,135,000 | 0 | 0 | ||
| SEAGEN INC | Common | 81181C104 | 189,426 | 1,315,000 | SH | SOLE | 1,315,000 | 0 | 0 | ||
| SPDR SERIES TRUST - S&P BIOTECH | ETF | 78464A870 | 274,134 | 3,050,000 | SH | SOLE | 3,050,000 | 0 | 0 | ||
| SYNDAX PHARMACEUTICALS INC | Common | 87164F105 | 38,592 | 2,220,500 | SH | SOLE | 2,220,500 | 0 | 0 | ||
| TANGO THERAPEUTICS INC | Common | 87583X109 | 11,749 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL INC | Common | 90400D108 | 16,703 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP | Common | 91307C102 | 543,612 | 3,030,000 | SH | SOLE | 3,030,000 | 0 | 0 | ||
| XENON PHARMACEUTICALS INC | Common | 98420N105 | 152,391 | 4,985,000 | SH | SOLE | 4,985,000 | 0 | 0 | ||