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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Achilles Therapeutics PLC | SPONSORED ADS | 00449L102 | 96,086 | 108,083 | SH | SOLE | 108,083 | 0 | 0 | |||
| Aerovate Therapeutics Inc | COM | 008064107 | 9,052,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| Affimed NV | COM | N01045108 | 341,292 | 546,067 | SH | SOLE | 546,067 | 0 | 0 | |||
| Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 6,699,350 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| ALX Oncology Holdings Inc | COM | 00166B105 | 24,642,950 | 1,655,000 | SH | SOLE | 1,655,000 | 0 | 0 | |||
| Applied Therapeutics Inc | COM | 03828A101 | 13,919,250 | 4,155,000 | SH | SOLE | 4,155,000 | 0 | 0 | |||
| Arcellx Inc | COMMON STOCK | 03940C100 | 3,330,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Arcutis Biotherapeutics Inc | COM | 03969K108 | 8,721,000 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | |||
| Ascendis Pharma A/S | SPONSORED ADR | 04351P101 | 78,718,750 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | |||
| AstraZeneca PLC | SPONSORED ADR | 046353108 | 16,837,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| Biogen Inc | COM | 09062X103 | 19,407,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| Bluebird Bio Inc | COM | 09609G100 | 2,967,000 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | |||
| Chimerix Inc | COM | 16934W106 | 1,347,500 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
| Crinetics Pharmaceuticals Inc | COM | 22663K107 | 16,011,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| Cymabay Therapeutics Inc | COM | 23257D103 | 38,382,500 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | |||
| Cytokinetics Inc | COM NEW | 23282W605 | 4,174,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| Dianthus Therapeutics Inc | COM | 252828108 | 1,404,000 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| Edwards Lifesciences Corp | COM | 28176E108 | 17,156,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| Fate Therapeutics Inc | COM | 31189P102 | 4,824,600 | 1,290,000 | SH | SOLE | 1,290,000 | 0 | 0 | |||
| Fulcrum Therapeutics Inc | COM | 359616109 | 6,918,750 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | |||
| Galapagos NV | SPON ADR | 36315X101 | 5,284,500 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| Globus Medical Inc | CL A | 379577208 | 42,632,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| Ikena Oncology Inc | COM | 45175G108 | 635,662 | 322,671 | SH | SOLE | 322,671 | 0 | 0 | |||
| Immatics NV | SHS | N44445109 | 22,113,000 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | |||
| Inhibrx Inc | COM | 45720L107 | 58,140,000 | 1,530,000 | SH | SOLE | 1,530,000 | 0 | 0 | |||
| Insmed Inc | COM PAR $.01 | 457669307 | 27,891,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| Jazz Pharmaceuticals PLC | SHS USD | G50871105 | 89,175,000 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
| Liquidia Corp | COM NEW | 53635D202 | 12,330,750 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | |||
| Lyra Therapeutics Inc | COM | 55234L105 | 15,720,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| Merck & Co Inc | COM | 58933Y105 | 43,608,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| Neurocrine Biosciences Inc | COM | 64125C109 | 105,408,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| Nuvalent Inc | COM | 670703107 | 14,718,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| Ovid therapeutics Inc | COM | 690469101 | 275,081 | 85,429 | SH | SOLE | 85,429 | 0 | 0 | |||
| Pacira BioSciences Inc | COM | 695127100 | 40,488,000 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | |||
| Prime Medicine Inc | COM | 74168J101 | 179,911 | 20,306 | SH | SOLE | 20,306 | 0 | 0 | |||
| Pyxis Oncology Inc | COMMON STOCK | 747324101 | 792,000 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | |||
| Regeneron Pharmaceuticals Inc | COM | 75886F107 | 8,782,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Relmada Therapeutics Inc | COM | 75955J402 | 476,100 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| Reneo Pharmaceuticals Inc | COM | 75974E103 | 640,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| REVOLUTION Medicines Inc | COM | 76155X100 | 20,793,000 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
| Sanofi SA | SPONSORED ADR | 80105N105 | 14,919,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| Soleno Therapeutics Inc | COM | 834203309 | 52,325,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | |||
| Solid Biosciences Inc | COM NEW | 83422E204 | 209,282 | 34,085 | SH | SOLE | 34,085 | 0 | 0 | |||
| Teva Pharmaceutical Industries | SPONSORED ADS | 881624209 | 2,088,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| uniQure NV | SHS | N90064101 | 26,572,250 | 3,925,000 | SH | SOLE | 3,925,000 | 0 | 0 | |||
| Vaxcyte Inc | COM | 92243G108 | 32,970,000 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
| Viridian Therapeutics Inc | COM | 92790C104 | 21,780,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| Xenon Pharmaceuticals Inc | COM | 98420N105 | 8,060,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||