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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   41,601,598 2,694,404 SH   SOLE   2,694,404 0 0
ABBOTT LABS COM 002824100   1,997,047 20,620 SH   SOLE   20,620 0 0
ADVANCED MICRO DEVICES INC COM 007903107   71,615,158 696,510 SH   SOLE   696,510 0 0
AEGLEA BIOTHERAPEUTICS INC COM NEW 00773J202   1,989,339 162,395 SH   SOLE   162,395 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   557,982 4,990 SH   SOLE   4,990 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   11,236,500 454,000 SH   SOLE   454,000 0 0
AKILI INC COMMON STOCK 00974B107   2,108,719 3,841,718 SH   SOLE   3,841,718 0 0
ALVOTECH ORDINARY SHARES L01800108   8,467,026 928,402 SH   SOLE   928,402 0 0
AMAZON COM INC COM 023135106   78,746,899 619,469 SH   SOLE   619,469 0 0
ANAPTYSBIO INC COM 032724106   8,610,832 479,445 SH   SOLE   479,445 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   17,224,944 191,900 SH   SOLE   191,900 0 0
ARCELLX INC COMMON STOCK 03940C100   102,974,416 2,869,967 SH   SOLE   2,869,967 0 0
ARCUS BIOSCIENCES INC COM 03969F109   10,717,927 597,099 SH   SOLE   597,099 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   6,028,055 1,135,227 SH   SOLE   1,135,227 0 0
ARGENX SE SPONSORED ADR 04016X101   1,376,564 2,800 SH   SOLE   2,800 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   4,773,583 70,490 SH   SOLE   70,490 0 0
AVANTOR INC COM 05352A100   806,310 38,250 SH   SOLE   38,250 0 0
BENITEC BIOPHARMA INC COM NEW 08205P209   617,092 204,220 SH   SOLE   204,220 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   20,310,508 1,010,976 SH   SOLE   1,010,976 0 0
BIOHAVEN LTD COM G1110E107   104,185,656 4,005,600 SH   SOLE   4,005,600 0 0
BIONTECH SE SPONSORED ADS 09075V102   4,450,981 40,970 SH   SOLE   40,970 0 0
BOSTON SCIENTIFIC CORP COM 101137107   18,677,525 353,741 SH   SOLE   353,741 0 0
CAPITAL ONE FINL CORP COM 14040H105   17,630,103 181,660 SH   SOLE   181,660 0 0
CENCORA INC COM 03073E105   2,247,465 12,488 SH   SOLE   12,488 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   37,369,332 20,400 SH   SOLE   20,400 0 0
COGENT BIOSCIENCES INC COM 19240Q201   29,769,675 3,053,300 SH   SOLE   3,053,300 0 0
CVS HEALTH CORP COM 126650100   1,198,809 17,170 SH   SOLE   17,170 0 0
DANAHER CORPORATION COM 235851102   4,075,539 16,427 SH   SOLE   16,427 0 0
DEXCOM INC COM 252131107   548,604 5,880 SH   SOLE   5,880 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   6,030,260 536,500 SH   SOLE   536,500 0 0
ELEVANCE HEALTH INC COM 036752103   1,310,614 3,010 SH   SOLE   3,010 0 0
ELI LILLY & CO COM 532457108   21,001,783 39,100 SH   SOLE   39,100 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   27,902,255 3,492,147 SH   SOLE   3,492,147 0 0
FULCRUM THERAPEUTICS INC COM 359616109   25,391,832 5,718,881 SH   SOLE   5,718,881 0 0
GALAPAGOS NV SPON ADR 36315X101   1,630,760 47,200 SH   SOLE   47,200 0 0
GENERAL ELECTRIC CO COM NEW 369604301   38,799,623 350,969 SH   SOLE   350,969 0 0
GILEAD SCIENCES INC COM 375558103   1,701,138 22,700 SH   SOLE   22,700 0 0
GLOBAL PMTS INC COM 37940X102   32,827,070 284,488 SH   SOLE   284,488 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   17,114,813 113,962 SH   SOLE   113,962 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   90,968,551 786,313 SH   SOLE   786,313 0 0
IDEXX LABS INC COM 45168D104   402,288 920 SH   SOLE   920 0 0
ILLUMINA INC COM 452327109   1,198,454 8,730 SH   SOLE   8,730 0 0
INCYTE CORP COM 45337C102   2,172,152 37,600 SH   SOLE   37,600 0 0
INFLARX NV COM N44821101   17,087,052 5,733,910 SH   SOLE   5,733,910 0 0
INSMED INC COM PAR $.01 457669307   87,019,934 3,446,334 SH   SOLE   3,446,334 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   71,355,434 1,369,849 SH   SOLE   1,369,849 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   897,330 3,070 SH   SOLE   3,070 0 0
IQVIA HLDGS INC COM 46266C105   1,411,681 7,175 SH   SOLE   7,175 0 0
JOHNSON & JOHNSON COM 478160104   14,032,608 90,097 SH   SOLE   90,097 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   23,312,795 2,420,851 SH   SOLE   2,420,851 0 0
KENVUE INC COM 49177J102   3,445,648 171,596 SH   SOLE   171,596 0 0
KEZAR LIFE SCIENCES INC COM 49372L100   8,529,433 7,167,591 SH   SOLE   7,167,591 0 0
KURA ONCOLOGY INC COM 50127T109   66,902,906 7,335,845 SH   SOLE   7,335,845 0 0
LAS VEGAS SANDS CORP COM 517834107   29,467,465 642,833 SH   SOLE   642,833 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   41,899,783 5,204,942 SH   SOLE   5,204,942 0 0
MCKESSON CORP COM 58155Q103   16,324,269 37,540 SH   SOLE   37,540 0 0
MEDTRONIC PLC SHS G5960L103   1,368,166 17,460 SH   SOLE   17,460 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   9,500,125 7,364,438 SH   SOLE   7,364,438 0 0
META PLATFORMS INC CL A 30303M102   84,252,435 280,645 SH   SOLE   280,645 0 0
MICROSOFT CORP COM 594918104   68,887,178 218,170 SH   SOLE   218,170 0 0
MOLECULAR PARTNERS AG ADS 60853G106   1,656,000 400,000 SH   SOLE   400,000 0 0
NATERA INC COM 632307104   2,296,575 51,900 SH   SOLE   51,900 0 0
NURIX THERAPEUTICS INC COM 67080M103   2,206,774 280,760 SH   SOLE   280,760 0 0
NVIDIA CORPORATION COM 67066G104   38,517,495 88,548 SH   SOLE   88,548 0 0
OPY ACQUISITION CORP I *W EXP 09/22/202 671005114   2,011 72,605 SH   SOLE   72,605 0 0
ORACLE CORP COM 68389X105   27,042,541 255,311 SH   SOLE   255,311 0 0
PEPGEN INC COM 713317105   2,471,984 486,611 SH   SOLE   486,611 0 0
PROKIDNEY CORP CLASS A ORD SHS G7S53R104   17,714,721 3,867,843 SH   SOLE   3,867,843 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   1,806,577 108,308 SH   SOLE   108,308 0 0
RH COM 74967X103   21,410,252 80,989 SH   SOLE   80,989 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   111,158,519 4,095,745 SH   SOLE   4,095,745 0 0
SANA BIOTECHNOLOGY INC COM 799566104   11,469,534 2,963,704 SH   SOLE   2,963,704 0 0
SANOFI SPONSORED ADR 80105N105   6,224,439 116,041 SH   SOLE   116,041 0 0
SAREPTA THERAPEUTICS INC COM 803607100   734,351 6,058 SH   SOLE   6,058 0 0
STRYKER CORPORATION COM 863667101   1,191,457 4,360 SH   SOLE   4,360 0 0
SUTRO BIOPHARMA INC COM 869367102   20,416,415 5,883,693 SH   SOLE   5,883,693 0 0
TERNS PHARMACEUTICALS INC COM 880881107   30,390,807 6,041,910 SH   SOLE   6,041,910 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   5,073,480 497,400 SH   SOLE   497,400 0 0
THE CIGNA GROUP COM 125523100   1,144,280 4,000 SH   SOLE   4,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,674,794 7,260 SH   SOLE   7,260 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   24,222,713 679,459 SH   SOLE   679,459 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   307,183 1,360 SH   SOLE   1,360 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,725,564 27,223 SH   SOLE   27,223 0 0
WATERS CORP COM 941848103   863,762 3,150 SH   SOLE   3,150 0 0
WELLS FARGO CO NEW COM 949746101   17,508,755 428,506 SH   SOLE   428,506 0 0
WYNN RESORTS LTD COM 983134107   42,513,036 460,048 SH   SOLE   460,048 0 0
ZURA BIO LTD CLASS A ORD SHS G9TY5A101   18,810,000 2,850,000 SH   SOLE   2,850,000 0 0