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

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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
ALPINE IMMUNE SCIENCES INC COM 02083G100 7,036 826,779 SH   SOLE   826,779 0 0
ARGENX SE SPONSORED ADR 04016X101 33,651 88,816 SH   SOLE   88,816 0 0
ARVINAS INC COM 04335A105 21,778 517,406 SH   SOLE   517,406 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 40,175 432,170 SH   SOLE   432,170 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 17,594 1,048,516 SH   SOLE   1,048,516 0 0
C4 THERAPEUTICS INC COM STK 12529R107 552 73,149 SH   SOLE   73,149 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 7,006 148,216 SH   SOLE   148,216 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 8,955 1,408,050 SH   SOLE   1,408,050 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 46,186 1,445,566 SH   SOLE   1,445,566 0 0
GRACELL BIOTECHNOLOGIES INC SPONSORED ADS 38406L103 4,309 783,445 SH   SOLE   783,445 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 24,901 667,417 SH   SOLE   667,417 0 0
INCYTE CORP COM 45337C102 42,243 556,043 SH   SOLE   556,043 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 53,823 978,596 SH   SOLE   978,596 0 0
LIQUIDIA CORPORATION COM NEW 53635D202 3,710 850,961 SH   SOLE   850,961 0 0
MERUS N V COM N5749R100 10,239 452,244 SH   SOLE   452,244 0 0
MIRATI THERAPEUTICS INC COM 60468T105 44,304 659,968 SH   SOLE   659,968 0 0
OYSTER PT PHARMA INC COM 69242L106 5,773 1,333,330 SH   SOLE   1,333,330 0 0
SIERRA ONCOLOGY INC COM NEW 82640U404 44,064 801,314 SH   SOLE   801,314 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 16,857 876,156 SH   SOLE   876,156 0 0
TG THERAPEUTICS INC COM 88322Q108 8,350 1,964,709 SH   SOLE   1,964,709 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 38,425 163,066 SH   SOLE   163,066 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104 15,117 1,306,569 SH   SOLE   1,306,569 0 0
VOR BIOPHARMA INC COM 929033108 6,482 1,304,300 SH   SOLE   1,304,300 0 0