The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | 11,691,750 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| ADC THERAPEUTICS SA | SHS | H0036K147 | 31,125,000 | 8,300,000 | SH | SOLE | 8,300,000 | 0 | 0 | |||
| ADICET BIO INC | COM NEW | 007002207 | 1,704,162 | 250,244 | SH | SOLE | 250,244 | 0 | 0 | |||
| ALKERMES PLC | SHS | G01767105 | 18,162,028 | 513,632 | SH | SOLE | 513,632 | 0 | 0 | |||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 25,146,120 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | |||
| AN2 THERAPEUTICS INC | COM | 037326105 | 1,763,879 | 515,754 | SH | SOLE | 515,754 | 0 | 0 | |||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 49,920,574 | 795,547 | SH | SOLE | 795,547 | 0 | 0 | |||
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | 10,849,882 | 505,822 | SH | SOLE | 505,822 | 0 | 0 | |||
| CORBUS PHARMACEUTICALS HLDGS | COM NEW | 21833P301 | 6,545,844 | 697,108 | SH | SOLE | 697,108 | 0 | 0 | |||
| COYA THERAPEUTICS INC | COMMON STOCK | 22407B108 | 1,656,218 | 420,360 | SH | SOLE | 420,360 | 0 | 0 | |||
| CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | 12,712,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 5,304,679 | 639,118 | SH | SOLE | 639,118 | 0 | 0 | |||
| GALAPAGOS NV | SPON ADR | 36315X101 | 46,500,000 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | |||
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 | 33,616,794 | 523,463 | SH | SOLE | 523,463 | 0 | 0 | |||
| ICU MED INC | COM | 44930G107 | 3,545,168 | 27,450 | SH | SOLE | 27,450 | 0 | 0 | |||
| IMMUNEERING CORP | CLASS A COM | 45254E107 | 650,365 | 123,409 | SH | SOLE | 123,409 | 0 | 0 | |||
| IMMUNOVANT INC | COM | 45258J102 | 4,367,493 | 175,825 | SH | SOLE | 175,825 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,843,960 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | |||
| IRHYTHM HOLDINGS INC | COM | 450056106 | 1,180,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| JANUX THERAPEUTICS INC | COM | 47103J105 | 49,345,000 | 3,550,000 | SH | SOLE | 3,550,000 | 0 | 0 | |||
| KURA ONCOLOGY INC | COM | 50127T109 | 27,289,971 | 3,356,700 | SH | SOLE | 3,356,700 | 0 | 0 | |||
| MEIRAGTX HLDGS PLC | COM | G59665102 | 22,775,549 | 2,629,971 | SH | SOLE | 2,629,971 | 0 | 0 | |||
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | 52,883,250 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | |||
| NOVOCURE LTD | ORD SHS | G6674U108 | 549,360 | 50,400 | SH | SOLE | 50,400 | 0 | 0 | |||
| OMEROS CORP | COM | 682143102 | 1,845,888 | 174,800 | SH | SOLE | 174,800 | 0 | 0 | |||
| ONKURE THERAPEUTICS INC | COM CL A | 68277Q105 | 8,919,137 | 2,154,381 | SH | SOLE | 2,154,381 | 0 | 0 | |||
| ORTHOPEDIATRICS CORP | COM | 68752L100 | 4,799,072 | 302,399 | SH | SOLE | 302,399 | 0 | 0 | |||
| PALVELLA THERAPEUTICS INC NE | COM | 697947109 | 623,250 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| PHREESIA INC | COM | 71944F106 | 9,218,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| PLIANT THERAPEUTICS INC | COM | 729139105 | 2,101,176 | 1,667,600 | SH | SOLE | 1,667,600 | 0 | 0 | |||
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 48,644,450 | 1,945,000 | SH | SOLE | 1,945,000 | 0 | 0 | |||
| REGENXBIO INC | COM | 75901B107 | 1,676,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| REIN THERAPEUTICS INC | COM NEW | 00887A204 | 535,080 | 411,600 | SH | SOLE | 411,600 | 0 | 0 | |||
| ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 2,448,204 | 683,856 | SH | SOLE | 683,856 | 0 | 0 | |||
| ROIVANT SCIENCES LTD | SHS | G76279101 | 4,986,000 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| SCHRODINGER INC | COM | 80810D103 | 5,800,166 | 510,578 | SH | SOLE | 510,578 | 0 | 0 | |||
| SHATTUCK LABS INC | COM | 82024L103 | 32,178,543 | 5,004,439 | SH | SOLE | 5,004,439 | 0 | 0 | |||
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 17,987,200 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | |||
| TECTONIC THERAPEUTIC INC | COM | 878972108 | 2,468,844 | 79,872 | SH | SOLE | 79,872 | 0 | 0 | |||
| TERNS PHARMACEUTICALS INC | COM | 880881107 | 10,665,256 | 202,300 | SH | SOLE | 202,300 | 0 | 0 | |||
| TRANSMEDICS GROUP INC | COM | 89377M109 | 497,050 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| TRUEBLUE INC | COM | 89785X101 | 974,008 | 249,107 | SH | SOLE | 249,107 | 0 | 0 | |||
| UPSTREAM BIO INC | COM | 91678A107 | 2,170,107 | 241,123 | SH | SOLE | 241,123 | 0 | 0 | |||
| VEEVA SYS INC | CL A COM | 922475108 | 15,191,077 | 86,480 | SH | SOLE | 86,480 | 0 | 0 | |||
| VIKING THERAPEUTICS INC | COM | 92686J106 | 1,464,300 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| ZYMEWORKS INC | COM | 98985Y108 | 13,497,787 | 539,049 | SH | SOLE | 539,049 | 0 | 0 | |||