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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   104,217,224 14,335,244 SH   SOLE   14,335,244 0 0
AARDVARK THERAPEUTICS INC COM 002942100   2,346,875 312,500 SH   SOLE   312,500 0 0
ABBOTT LABS COM 002824100   7,802,473 58,820 SH   SOLE   58,820 0 0
ABEONA THERAPEUTICS INC COM NEW 00289Y206   17,542,994 3,685,503 SH   SOLE   3,685,503 0 0
ADVANCED MICRO DEVICES INC COM 007903107   41,507,782 404,008 SH   SOLE   404,008 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   583,730 4,990 SH   SOLE   4,990 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   2,530,087 9,370 SH   SOLE   9,370 0 0
AMAZON COM INC COM 023135106   67,419,773 354,356 SH   SOLE   354,356 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   36,011,470 1,646,615 SH   SOLE   1,646,615 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   54,302,188 396,540 SH   SOLE   396,540 0 0
ARCUS BIOSCIENCES INC COM 03969F109   20,103,096 2,560,904 SH   SOLE   2,560,904 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   178,655,376 11,422,978 SH   SOLE   11,422,978 0 0
ARRIVENT BIOPHARMA INC COM 04272N102   43,220,301 2,337,496 SH   SOLE   2,337,496 0 0
AURA BIOSCIENCES INC COM 05153U107   16,008,852 2,731,886 SH   SOLE   2,731,886 0 0
AVANTOR INC COM 05352A100   1,164,689 71,850 SH   SOLE   71,850 0 0
BANK AMERICA CORP COM 060505104   31,460,789 753,913 SH   SOLE   753,913 0 0
BAXTER INTL INC COM 071813109   272,813 7,970 SH   SOLE   7,970 0 0
BENITEC BIOPHARMA INC COM NEW 08205P209   128,493,343 9,876,506 SH   SOLE   9,876,506 0 0
BIOAGE LABS INC COM 09077V100   5,460,783 1,452,336 SH   SOLE   1,452,336 0 0
BIOGEN INC COM 09062X103   16,521,514 120,736 SH   SOLE   120,736 0 0
BIOHAVEN LTD COM G1110E107   135,111,315 5,620,271 SH   SOLE   5,620,271 0 0
BOSTON SCIENTIFIC CORP COM 101137107   26,440,547 262,099 SH   SOLE   262,099 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   16,312,325 652,493 SH   SOLE   652,493 0 0
CAPITAL ONE FINL CORP COM 14040H105   43,968,305 245,222 SH   SOLE   245,222 0 0
CENCORA INC COM 03073E105   3,472,788 12,488 SH   SOLE   12,488 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   27,090,303 539,540 SH   SOLE   539,540 0 0
COCA COLA CO COM 191216100   29,773,866 415,720 SH   SOLE   415,720 0 0
CONTINEUM THERAPEUTICS INC CL A 21217B100   12,005,600 1,720,000 SH   SOLE   1,720,000 0 0
CRH PLC ORD G25508105   1,235,979 14,050 SH   SOLE   14,050 0 0
DANAHER CORPORATION COM 235851102   2,788,000 13,600 SH   SOLE   13,600 0 0
DATADOG INC CL A COM 23804L103   18,178,348 183,231 SH   SOLE   183,231 0 0
DEXCOM INC COM 252131107   2,163,427 31,680 SH   SOLE   31,680 0 0
DISC MEDICINE INC COM 254604101   3,971,200 80,000 SH   SOLE   80,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   804,528 11,100 SH   SOLE   11,100 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   2,662,800 253,600 SH   SOLE   253,600 0 0
ELEVANCE HEALTH INC COM 036752103   1,191,790 2,740 SH   SOLE   2,740 0 0
ERASCA INC COM 29479A108   16,871,555 12,315,004 SH   SOLE   12,315,004 0 0
EXACT SCIENCES CORP COM 30063P105   4,073,589 94,100 SH   SOLE   94,100 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   36,878,173 6,804,091 SH   SOLE   6,804,091 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   20,817,723 129,924 SH   SOLE   129,924 0 0
FULCRUM THERAPEUTICS INC COM 359616109   14,594,095 5,067,394 SH   SOLE   5,067,394 0 0
GALAPAGOS NV SPON ADR 36315X101   932,228 37,111 SH   SOLE   37,111 0 0
GE AEROSPACE COM NEW 369604301   40,162,499 200,662 SH   SOLE   200,662 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   13,951,154 25,538 SH   SOLE   25,538 0 0
HCA HEALTHCARE INC COM 40412C101   1,102,305 3,190 SH   SOLE   3,190 0 0
HOME DEPOT INC COM 437076102   35,758,796 97,571 SH   SOLE   97,571 0 0
IMMATICS N.V SHS N44445109   41,198,981 9,135,029 SH   SOLE   9,135,029 0 0
INFLARX NV COM N44821101   6,613,588 6,483,910 SH   SOLE   6,483,910 0 0
INSMED INC COM PAR $.01 457669307   113,853,899 1,492,383 SH   SOLE   1,492,383 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   92,463,256 700,904 SH   SOLE   700,904 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,575,404 5,200 SH   SOLE   5,200 0 0
IONIS PHARMACEUTICALS INC COM 462222100   325,836 10,800 SH   SOLE   10,800 0 0
IQVIA HLDGS INC COM 46266C105   1,264,953 7,175 SH   SOLE   7,175 0 0
JOHNSON & JOHNSON COM 478160104   18,140,574 109,386 SH   SOLE   109,386 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   56,696,158 4,913,012 SH   SOLE   4,913,012 0 0
KEZAR LIFE SCIENCES INC COM NEW 49372L209   3,497,784 716,759 SH   SOLE   716,759 0 0
KURA ONCOLOGY INC COM 50127T109   49,099,109 7,439,259 SH   SOLE   7,439,259 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   127,236,312 3,749,965 SH   SOLE   3,749,965 0 0
MCKESSON CORP COM 58155Q103   1,231,572 1,830 SH   SOLE   1,830 0 0
MEDTRONIC PLC SHS G5960L103   2,251,892 25,060 SH   SOLE   25,060 0 0
MERCK & CO INC COM 58933Y105   12,934,416 144,100 SH   SOLE   144,100 0 0
META PLATFORMS INC CL A 30303M102   103,551,143 179,664 SH   SOLE   179,664 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,319,307 1,964 SH   SOLE   1,964 0 0
MICROSOFT CORP COM 594918104   67,617,124 180,125 SH   SOLE   180,125 0 0
MINERALYS THERAPEUTICS INC COM 603170101   26,484,013 1,667,759 SH   SOLE   1,667,759 0 0
MODERNA INC COM 60770K107   14,661,571 517,163 SH   SOLE   517,163 0 0
MOLECULAR PARTNERS AG ADS 60853G106   8,619,619 2,221,494 SH   SOLE   2,221,494 0 0
MONTE ROSA THERAPEUTICS INC COM 61225M102   7,256,023 1,563,798 SH   SOLE   1,563,798 0 0
NATERA INC COM 632307104   1,428,241 10,100 SH   SOLE   10,100 0 0
NVIDIA CORPORATION COM 67066G104   38,232,671 352,765 SH   SOLE   352,765 0 0
ORACLE CORP COM 68389X105   31,641,520 226,318 SH   SOLE   226,318 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   1,422,900 255,000 SH   SOLE   255,000 0 0
PACS GROUP INC COM SHS 69380Q107   224,800 20,000 SH   SOLE   20,000 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109   19,997,819 714,463 SH   SOLE   714,463 0 0
PEPGEN INC COM 713317105   2,333,609 1,660,932 SH   SOLE   1,660,932 0 0
PROKIDNEY CORP CLASS A ORD SHS G7S53R104   10,813,417 12,341,266 SH   SOLE   12,341,266 0 0
RESMED INC COM 761152107   535,002 2,390 SH   SOLE   2,390 0 0
ROBLOX CORP CL A 771049103   13,273,216 227,710 SH   SOLE   227,710 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   23,358,340 3,502,000 SH   SOLE   3,502,000 0 0
SANOFI SPONSORED ADR 80105N105   4,642,057 83,701 SH   SOLE   83,701 0 0
SAREPTA THERAPEUTICS INC COM 803607100   1,141,612 17,888 SH   SOLE   17,888 0 0
SNOWFLAKE INC CL A 833445109   20,153,418 137,886 SH   SOLE   137,886 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   223,756,000 400,000 SH Put SOLE   400,000 0 0
STERIS PLC SHS USD G8473T100   346,775 1,530 SH   SOLE   1,530 0 0
STRYKER CORPORATION COM 863667101   2,181,385 5,860 SH   SOLE   5,860 0 0
SUTRO BIOPHARMA INC COM 869367102   4,855,099 7,462,495 SH   SOLE   7,462,495 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   58,185,324 350,514 SH   SOLE   350,514 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   15,004,900 72,400 SH   SOLE   72,400 0 0
TESLA INC COM 88160R101   31,621,667 122,016 SH   SOLE   122,016 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,931,040 7,900 SH   SOLE   7,900 0 0
TREVI THERAPEUTICS INC COM 89532M101   2,139,632 340,164 SH   SOLE   340,164 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   73,307,145 2,024,500 SH   SOLE   2,024,500 0 0
UNITED AIRLS HLDGS INC COM 910047109   25,298,194 366,375 SH   SOLE   366,375 0 0
UNITEDHEALTH GROUP INC COM 91324P102   15,660,125 29,900 SH   SOLE   29,900 0 0
UNITY SOFTWARE INC COM 91332U101   6,651,980 339,560 SH   SOLE   339,560 0 0
VERALTO CORP COM SHS 92338C103   533,539 5,475 SH   SOLE   5,475 0 0
WATERS CORP COM 941848103   1,160,996 3,150 SH   SOLE   3,150 0 0
WHITEHAWK THERAPEUTICS INC COM 00032Q104   6,586,000 3,700,000 SH   SOLE   3,700,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   368,967 3,260 SH   SOLE   3,260 0 0
ZURA BIO LTD CLASS A ORD SHS G9TY5A101   6,270,611 4,860,939 SH   SOLE   4,860,939 0 0