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
ACADIA HEALTHCARE COMPANY IN COM 00404A109   4,806,105 211,816 SH   SOLE   211,816 0 0
ADC THERAPEUTICS SA SHS H0036K147   28,053,626 10,467,771 SH   SOLE   10,467,771 0 0
AMICUS THERAPEUTICS INC COM 03152W109   19,940,652 3,480,044 SH   SOLE   3,480,044 0 0
ARGENX SE SPONSORED ADR 04016X101   12,126,840 22,000 SH   SOLE   22,000 0 0
AXOGEN INC COM 05463X106   3,068,478 282,809 SH   SOLE   282,809 0 0
BIOHAVEN LTD COM G1110E107   7,606,292 539,071 SH   SOLE   539,071 0 0
BRIDGEBIO PHARMA INC COM 10806X102   20,410,625 472,687 SH   SOLE   472,687 0 0
CAREDX INC COM 14167L103   5,916,868 302,808 SH   SOLE   302,808 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102   6,420,000 312,105 SH   SOLE   312,105 0 0
CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301   4,001,262 579,893 SH   SOLE   579,893 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   8,574,017 298,123 SH   SOLE   298,123 0 0
CYTOMX THERAPEUTICS INC COM 23284F105   7,983,847 3,517,113 SH   SOLE   3,517,113 0 0
DEXCOM INC COM 252131107   6,110,300 70,000 SH   SOLE   70,000 0 0
ERASCA INC COM 29479A108   305,175 240,295 SH   SOLE   240,295 0 0
GALAPAGOS NV SPON ADR 36315X101   49,644,436 1,773,649 SH   SOLE   1,773,649 0 0
ICON PLC SHS G4705A100   14,335,261 98,558 SH   SOLE   98,558 0 0
IMMUNOVANT INC COM 45258J102   7,670,400 479,400 SH   SOLE   479,400 0 0
JANUX THERAPEUTICS INC COM 47103J105   19,725,182 853,904 SH   SOLE   853,904 0 0
KURA ONCOLOGY INC COM 50127T109   18,355,432 3,181,184 SH   SOLE   3,181,184 0 0
LANTHEUS HLDGS INC COM 516544103   2,830,391 34,576 SH   SOLE   34,576 0 0
LIVANOVA PLC SHS G5509L101   6,302,800 140,000 SH   SOLE   140,000 0 0
MEIRAGTX HLDGS PLC COM G59665102   29,909,998 4,587,423 SH   SOLE   4,587,423 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   10,178,000 200,000 SH   SOLE   200,000 0 0
MURAL ONCOLOGY PUB LTD CO ORD SHS G63365103   2,223,000 900,000 SH   SOLE   900,000 0 0
ONKURE THERAPEUTICS INC COM CL A 68277Q105   381,664 159,692 SH   SOLE   159,692 0 0
ORTHOPEDIATRICS CORP COM 68752L100   1,581,938 73,647 SH   SOLE   73,647 0 0
PEPGEN INC COM 713317105   270,818 243,980 SH   SOLE   243,980 0 0
PLIANT THERAPEUTICS INC COM 729139105   971,384 837,400 SH   SOLE   837,400 0 0
PROTHENA CORP PLC SHS G72800108   1,625,546 267,800 SH   SOLE   267,800 0 0
REIN THERAPEUTICS INC COM NEW 00887A204   599,087 427,919 SH   SOLE   427,919 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   3,872,441 1,580,588 SH   SOLE   1,580,588 0 0
ROIVANT SCIENCES LTD SHS G76279101   20,382,235 1,808,539 SH   SOLE   1,808,539 0 0
SELECT MED HLDGS CORP COM 81619Q105   5,370,988 353,820 SH   SOLE   353,820 0 0
SHATTUCK LABS INC COM 82024L103   5,256,709 6,638,935 SH   SOLE   6,638,935 0 0
SIGHT SCIENCES INC COM 82657M105   3,600,067 871,687 SH   SOLE   871,687 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   10,111,138 1,079,673 SH   SOLE   1,079,673 0 0
TECTONIC THERAPEUTIC INC COM 878972108   8,783,653 442,056 SH   SOLE   442,056 0 0
UNITEDHEALTH GROUP INC COM 91324P102   34,316,700 110,000 SH   SOLE   110,000 0 0
ZYMEWORKS INC COM 98985Y108   16,439,295 1,309,904 SH   SOLE   1,309,904 0 0