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
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
AADI BIOSCIENCES INC Common 00032Q104 22,538 1,829,402 SH   SOLE   1,829,402 0 0
ALNYLAM PHARMACEUTICALS INC Common 02043Q107 198,356 1,360,000 SH   SOLE   1,360,000 0 0
AMARIN CORP PLC Sponsored ADR 023111206 8,940 6,000,000 SH   SOLE   6,000,000 0 0
AMICUS THERAPEUTICS INC Common 03152W109 287,832 26,800,000 SH   SOLE   26,800,000 0 0
APELLIS PHARMACEUTICALS INC Common 03753U106 443,382 9,805,000 SH   SOLE   9,805,000 0 0
APPLIED MOLECULAR TRANS INC Common 03824M109 2,997 1,030,000 SH   SOLE   1,030,000 0 0
ARGENX SE Sponsored ADR 04016X101 479,493 1,265,555 SH   SOLE   1,265,555 0 0
ASCENDIS PHARMA Sponsored ADR 04351P101 211,484 2,275,000 SH   SOLE   2,275,000 0 0
AVIDITY BIOSCIENCES INC Common 05370A108 18,889 1,300,000 SH   SOLE   1,300,000 0 0
BIOCRYST PHARMACEUTICALS INC Common 09058V103 68,770 6,500,000 SH   SOLE   6,500,000 0 0
BIOMARIN PHARMACEUTICAL INC Common 09061G101 272,145 3,284,000 SH   SOLE   3,284,000 0 0
CYMABAY THERAPEUTICS INC Common 23257D103 30,385 10,300,000 SH   SOLE   10,300,000 0 0
DESIGN THERAPEUTICS INC Common 25056L103 31,111 2,222,222 SH   SOLE   2,222,222 0 0
DICE THERAPEUTICS INC Common 23345J104 16,684 1,075,000 SH   SOLE   1,075,000 0 0
FENNEC PHARMACEUTICALS INC Common 31447P100 6,780 1,200,000 SH   SOLE   1,200,000 0 0
GENOCEA BIOSCIENCES INC Common 372427401 86 5,084,184 SH   SOLE   5,084,184 0 0
HORIZON THERAPEUTICS PLC Common G46188101 398,800 5,000,000 SH   SOLE   5,000,000 0 0
IO BIOTECH INC Common 449778109 9,601 2,055,883 SH   SOLE   2,055,883 0 0
IOVANCE BIOTHERAPEUTICS INC Common 462260100 101,789 9,220,000 SH   SOLE   9,220,000 0 0
IVERIC BIO INC Common 46583P102 68,494 7,120,000 SH   SOLE   7,120,000 0 0
KRYSTAL BIOTECH INC Common 501147102 70,585 1,075,000 SH   SOLE   1,075,000 0 0
KURA ONCOLOGY INC Common 50127T109 87,984 4,800,000 SH   SOLE   4,800,000 0 0
KYMERA THERAPEUTICS INC Common 501575104 24,809 1,260,000 SH   SOLE   1,260,000 0 0
MADRIGAL PHARMACEUTICALS INC Common 558868105 109,875 1,535,000 SH   SOLE   1,535,000 0 0
MANNKIND CORP Common 56400P706 34,671 9,100,000 SH   SOLE   9,100,000 0 0
MARINUS PHARMACEUTICALS INC Common 56854Q200 15,246 3,150,000 SH   SOLE   3,150,000 0 0
MERSANA THERAPEUTICS INC Common 59045L106 34,881 7,550,000 SH   SOLE   7,550,000 0 0
MIRATI THERAPEUTICS INC Common 60468T105 372,609 5,550,555 SH   SOLE   5,550,555 0 0
MONTE ROSA THERAPEUTICS INC Common 61225M102 32,023 3,311,536 SH   SOLE   3,311,536 0 0
NUVALENT INC Common 670703107 14,231 1,049,471 SH   SOLE   1,049,471 0 0
PMV PHARMACEUTICALS INC Common 69353Y103 44,175 3,100,000 SH   SOLE   3,100,000 0 0
RELAY THERAPEUTICS INC Common 75943R102 6,700 400,000 SH   SOLE   400,000 0 0
SAREPTA THERAPEUTICS INC Common 803607100 254,114 3,390,000 SH   SOLE   3,390,000 0 0
SEAGEN INC Common 81181C104 269,834 1,525,000 SH   SOLE   1,525,000 0 0
SPDR SERIES TRUST - S&P BIOTECH ETF 78464A870 66,843 900,000 SH   SOLE   900,000 0 0
SYNDAX PHARMACEUTICALS INC Common 87164F105 42,756 2,222,222 SH   SOLE   2,222,222 0 0
TANGO THERAPEUTICS INC Common 87583X109 7,022 1,550,000 SH   SOLE   1,550,000 0 0
ULTRAGENYX PHARMACEUTICAL INC Common 90400D108 44,745 750,000 SH   SOLE   750,000 0 0
UNITED THERAPEUTICS CORP Common 91307C102 699,851 2,970,000 SH   SOLE   2,970,000 0 0
XENON PHARMACEUTICALS INC Common 98420N105 149,058 4,900,000 SH   SOLE   4,900,000 0 0