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
ALKERMES PLC COM G01767105 37,471 1,424,204 SH   SOLE   1,424,204 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 21 10,100 SH   SOLE   10,100 0 0
BIOGEN INC COM 09062X103 23,451 111,353 SH   SOLE   111,353 0 0
CARDINAL HEALTH INC COM 14149Y108 748 13,200 SH   SOLE   13,200 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 5,681 114,787 SH   SOLE   114,787 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 39,066 548,828 SH   SOLE   548,828 0 0
EXELIXIS INC COM 30161Q104 34,694 1,530,406 SH   SOLE   1,530,406 0 0
KODIAK SCIENCES INC COM 50015M109 3,479 450,600 SH   SOLE   450,600 0 0
MCKESSON CORP COM 58155Q103 38,011 124,165 SH   SOLE   124,165 0 0
NEXTCURE INC COM 65343E108 149 30,591 SH   SOLE   30,591 0 0
REGENERON PHARMACEUTICALS COM 75886F107 46,710 66,880 SH   SOLE   66,880 0 0
TARO PHARMACEUTICAL INDUS COM M8737E108 24,483 565,951 SH   SOLE   565,951 0 0
UNITED THERAPEUTICS CORP COM 91307C102 36,171 201,612 SH   SOLE   201,612 0 0