ACADIA PHARMACEUTICALS INC COM 004225108 3806460 171000 SH SOLE 171000 0 0 ALKERMES PLC SHS G01767105 1768000 50000 SH SOLE 50000 0 0 APELLIS PHARMACEUTICALS INC COM 03753U106 563220 14000 SH SOLE 14000 0 0 APOGEE THERAPEUTICS INC COM 03770N101 757530 9000 SH SOLE 9000 0 0 ARCUS BIOSCIENCES INC COM 03969F109 559202 25889 SH SOLE 25889 0 0 AXSOME THERAPEUTICS INC COM 05464T104 1014120 6000 SH SOLE 6000 0 0 BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 2151099 463599 SH SOLE 463599 0 0 BIODESIX INC COM 09075X108 4158657 286804 SH SOLE 286804 0 0 BIOGEN INC COM 09062X103 916650 5000 SH SOLE 5000 0 0 BRIDGEBIO PHARMA INC COM 10806X102 645171 8688 SH SOLE 8688 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 18575154 306268 SH SOLE 306268 0 0 CANDEL THERAPEUTICS INC COM 137404109 294000 60000 SH SOLE 60000 0 0 CASTLE BIOSCIENCES INC COM 14843C105 316695 12900 SH SOLE 12900 0 0 CELLDEX THERAPEUTICS INC COM NEW 15117B202 2223413 70095 SH SOLE 70095 0 0 COMPASS PATHWAYS LTD SPONSORED ADS 20451W101 2073750 375000 SH SOLE 375000 0 0 COMPASS THERAPEUTICS INC COM 20454B104 7754436 1465867 SH SOLE 1465867 0 0 CORCEPT THERAPEUTICS INC COM 218352102 1902632 47200 SH SOLE 47200 0 0 CULLINAN THERAPEUTICS INC COM 230031106 284200 20000 SH SOLE 20000 0 0 CYTOKINETICS INC COM 23282W605 1977300 30000 SH SOLE 30000 0 0 DOCGO INC COM 256086109 24895 39573 SH SOLE 39573 0 0 ENGENE HOLDINGS INC COM 29286M105 1702500 250000 SH SOLE 250000 0 0 EQT CORPORATION COM 26884L109 2203153 34619 SH SOLE 34619 0 0 ELUTIA INC COM 05479K106 173349 165094 SH SOLE 165094 0 0 FOGHORN THERAPEUTICS INC COM 344174107 1346669 281730 SH SOLE 281730 0 0 FREEPORT-MCMORAN CL-B CL-B 35671D857 1060392 18040 SH SOLE 18040 0 0 GOSSAMER BIO INC COM 38341P102 5971 18176 SH SOLE 18176 0 0 GRACE THERAPEUTICS INC COM 00439U104 231500 50000 SH SOLE 50000 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 652763 10100 SH SOLE 10100 0 0 HARROW HEALTH INC COM 415858109 846240 24000 SH SOLE 24000 0 0 IDEAYA BIOSCIENCES INC COM 45166A102 561775 16860 SH SOLE 16860 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 5710028 445400 SH SOLE 445400 0 0 IMMUNOME INC COM 45257U108 1093500 50000 SH SOLE 50000 0 0 KALVISTA PHARMACEUTICALS INC COM 483497103 1147410 57000 SH SOLE 57000 0 0 KARYOPHARM THERAPEUTICS INC COM 48576U106 467613 83952 SH SOLE 83952 0 0 KAYNE ANDERSON BDC INC COM SHS 48662X105 274400 20000 SH SOLE 20000 0 0 KLA CORPORATION COM NEW 482480100 29275928 19883 SH SOLE 19883 0 0 KYNTRA BIO INC COM NEW 31572Q881 152997 22566 SH SOLE 22566 0 0 LAM RESEARCH CORPORATION COM NEW 512807306 7691760 36000 SH SOLE 36000 0 0 LIPOCINE INC COM NEW 53630X203 893170 111786 SH SOLE 111786 0 0 NEKTAR THERAPEUTICS COM 640268306 2230450 31000 SH SOLE 31000 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 3582011 27190 SH SOLE 27190 0 0 NOVOCURE LTD ORD SHS G6674U108 2205397 202330 SH SOLE 202330 0 0 OCULAR THERAPEUTIX INC COM 67576A100 2710400 320000 SH SOLE 320000 0 0 OLEMA PHARMACEUTICALS INC COM 68062P106 3265290 219000 SH SOLE 219000 0 0 OUTSET MEDICAL INC COM 690145107 379707 98882 SH SOLE 98882 0 0 OVINTIV INC COM 69047Q102 6381200 107500 SH SOLE 107500 0 0 PHREESIA INC COM 71944F106 119834 14300 SH SOLE 14300 0 0 PROTAGONIST THERAPEUTICS INC COM 74366E102 3689000 35000 SH SOLE 35000 0 0 PROTHENA CORP PLC SHS G72800108 4364465 449019 SH SOLE 449019 0 0 PULMONX CORP COM 745848101 322785 250221 SH SOLE 250221 0 0 QUIDELORTHO CORP COM 74838J101 1356264 82548 SH SOLE 82548 0 0 PACIFIC BIOSCIENCES OF CALIFORNIA INC COM 69404D108 1980000 1500000 SH SOLE 1500000 0 0 PHARVARIS N V COM N69605108 843178 29847 SH SOLE 29847 0 0 PHATHOM PHARMACEUTICALS INC COM 71722W107 2166450 195000 SH SOLE 195000 0 0 QUOIN PHARMACEUTICALS LTD SPONSORED ADS 74907L409 132000 20000 SH SOLE 20000 0 0 REGENXBIO INC COM 75901B107 555343 66270 SH SOLE 66270 0 0 RELMADA THERAPEUTICS INC COM 75955J402 2849334 409387 SH SOLE 409387 0 0 ROCKET PHARMACEUTICALS INC COM 77313F106 454750 127025 SH SOLE 127025 0 0 SOLID BIOSCIENCES INC COM NEW 83422E204 4507056 625980 SH SOLE 625980 0 0 STOKE THERAPEUTICS INC COM 86150R107 6837600 210000 SH SOLE 210000 0 0 STRUCTURE THERAPEUTICS INC SPONS ADR 86366E106 4820000 100000 SH SOLE 100000 0 0 TRAVERE THERAPEUTICS INC COM 89422G107 867532 29200 SH SOLE 29200 0 0 TRINITY CAP INC COM 896442308 294200 20000 SH SOLE 20000 0 0 ULTRAGENYX PHARMACEUTICAL INC COM 90400D108 1298900 62000 SH SOLE 62000 0 0 UNIQURE NV SHS N90064101 1646396 100697 SH SOLE 100697 0 0 UNITED THERAPEUTICS CORP COM 91307C102 2668410 4500 SH SOLE 4500 0 0 VERA THERAPEUTICS INC CL A 92337R101 1770120 44000 SH SOLE 44000 0 0 VERASTEM INC COM NEW 92337C203 795000 150000 SH SOLE 150000 0 0 VIRIDIAN THERAPEUTICS INC COM 92790C104 393156 20100 SH SOLE 20100 0 0 VOYAGER THERAPEUTICS INC COM 92915B106 289183 74918 SH SOLE 74918 0 0 XENON PHARMACEUTICALS INC COM 98420N105 1221150 21000 SH SOLE 21000 0 0 ZENAS BIOPHARMA INC COM 98937L105 1368500 70000 SH SOLE 70000 0 0 ZENTALIS PHARMACEUTICALS INC COM 98943L107 40957 17503 SH SOLE 17503 0 0