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
ACADIA PHARMACEUTICALS INC COM 004225108 8,029 311,217 SH   DFND 1,2 311,217 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 3,983 502,900 SH   DFND 1,2 502,900 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 26,082 375,870 SH   DFND 1,2 375,870 0 0
BIOGEN INC COM 09062X103 20,981 75,000 SH   DFND 1,2 75,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 20,415 861,410 SH   DFND 1,2 861,410 0 0
CONSTELLATION PHARMCETICLS I COM 210373106 20,406 872,415 SH   DFND 1,2 872,415 0 0
EXELIXIS INC COM 30161Q104 27,133 1,201,100 SH   DFND 1,2 1,201,100 0 0
GERON CORP COM 374163103 4,124 2,610,000 SH   DFND 1,2 2,610,000 0 0
INFLARX NV COM N44821101 8,580 2,200,000 SH   DFND 1,2 2,200,000 0 0
INSULET CORP COM 45784P101 23,378 89,600 SH   DFND 1,2 89,600 0 0
INTERSECT ENT INC COM 46071F103 27,828 1,332,773 SH   DFND 1,2 1,332,773 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 29,444 930,000 SH   DFND 1,2 930,000 0 0
KADMON HLDGS INC COM 48283N106 18,497 4,755,000 SH   DFND 1,2 4,755,000 0 0
LANTHEUS HLDGS INC COM 516544103 13,880 649,516 SH   DFND 1,2 649,516 0 0
MACROGENICS INC COM 556099109 42,998 1,350,000 SH   DFND 1,2 1,350,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 23,126 135,000 SH   DFND 1,2 135,000 0 0
NEVRO CORP COM 64157F103 11,160 80,000 SH   DFND 1,2 80,000 0 0
OCULAR THERAPEUTIX INC COM 67576A100 16,525 1,007,012 SH   DFND 1,2 1,007,012 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108 4,565 250,000 SH   DFND 1,2 250,000 0 0
PULMONX CORP COM 745848101 5,230 114,345 SH   DFND 1,2 114,345 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 12,636 1,300,000 SH   DFND 1,2 1,300,000 0 0
REDHILL BIOPHARMA LTD SPONSORED ADS 757468103 5,163 705,305 SH   DFND 1,2 705,305 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 33,721 760,000 SH   DFND 1,2 760,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 28,599 382,085 SH   DFND 1,2 382,085 0 0
TRAVERE THERAPEUTICS INC COM 89422G107 14,825 593,712 SH   DFND 1,2 593,712 0 0
TRICIDA INC COM 89610F101 1,849 349,600 SH   DFND 1,2 349,600 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 26,162 156,406 SH   DFND 1,2 156,406 0 0
Y-MABS THERAPEUTICS INC COM 984241109 4,536 150,000 SH   DFND 1,2 150,000 0 0