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 |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | 10,362,765 | 330,973 | SH | SOLE | 330,973 | 0 | 0 | |||
| AMGEN INC | COM | 031162100 | 16,526,876 | 57,381 | SH | SOLE | 57,381 | 0 | 0 | |||
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 13,443,861 | 947,418 | SH | SOLE | 947,418 | 0 | 0 | |||
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 6,464,880 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | |||
| ARCUS BIOSCIENCES INC | COM | 03969F109 | 3,679,940 | 192,667 | SH | SOLE | 192,667 | 0 | 0 | |||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 9,115,654 | 1,521,812 | SH | SOLE | 1,521,812 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 12,525,537 | 129,906 | SH | SOLE | 129,906 | 0 | 0 | |||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 4,171,190 | 103,324 | SH | SOLE | 103,324 | 0 | 0 | |||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 7,183,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| CABALETTA BIO INC | COM | 12674W109 | 5,221,000 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 6,729,500 | 107,500 | SH | SOLE | 107,500 | 0 | 0 | |||
| EXELIXIS INC | COM | 30161Q104 | 11,090,697 | 462,305 | SH | SOLE | 462,305 | 0 | 0 | |||
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | 8,886,958 | 240,448 | SH | SOLE | 240,448 | 0 | 0 | |||
| INSMED INC | COM PAR $.01 | 457669307 | 12,814,334 | 413,499 | SH | SOLE | 413,499 | 0 | 0 | |||
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 5,506,856 | 677,350 | SH | SOLE | 677,350 | 0 | 0 | |||
| MERCK & CO INC | COM | 58933Y105 | 14,837,404 | 136,098 | SH | SOLE | 136,098 | 0 | 0 | |||
| PERRIGO CO PLC | SHS | G97822103 | 8,366,800 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| PFIZER INC | COM | 717081103 | 7,629,350 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
| PRESTIGE CONSMR HEALTHCARE I | COM | 74112D101 | 5,203,700 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| ROIVANT SCIENCES LTD | SHS | G76279101 | 11,230,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 10,393,300 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | |||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 11,083,814 | 1,061,668 | SH | SOLE | 1,061,668 | 0 | 0 | |||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 6,702,163 | 307,721 | SH | SOLE | 307,721 | 0 | 0 | |||