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
ACADIA PHARMACEUTICALS INC COM 004225108   3,806,460 171,000 SH   SOLE   171,000 0 0
ALKERMES PLC SHS G01767105   1,768,000 50,000 SH   SOLE   50,000 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   563,220 14,000 SH   SOLE   14,000 0 0
APOGEE THERAPEUTICS INC COM 03770N101   757,530 9,000 SH   SOLE   9,000 0 0
ARCUS BIOSCIENCES INC COM 03969F109   559,202 25,889 SH   SOLE   25,889 0 0
AXSOME THERAPEUTICS INC COM 05464T104   1,014,120 6,000 SH   SOLE   6,000 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   2,151,099 463,599 SH   SOLE   463,599 0 0
BIODESIX INC COM 09075X108   4,158,657 286,804 SH   SOLE   286,804 0 0
BIOGEN INC COM 09062X103   916,650 5,000 SH   SOLE   5,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102   645,171 8,688 SH   SOLE   8,688 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   18,575,154 306,268 SH   SOLE   306,268 0 0
CANDEL THERAPEUTICS INC COM 137404109   294,000 60,000 SH   SOLE   60,000 0 0
CASTLE BIOSCIENCES INC COM 14843C105   316,695 12,900 SH   SOLE   12,900 0 0
CELLDEX THERAPEUTICS INC COM NEW 15117B202   2,223,413 70,095 SH   SOLE   70,095 0 0
COMPASS PATHWAYS LTD SPONSORED ADS 20451W101   2,073,750 375,000 SH   SOLE   375,000 0 0
COMPASS THERAPEUTICS INC COM 20454B104   7,754,436 1,465,867 SH   SOLE   1,465,867 0 0
CORCEPT THERAPEUTICS INC COM 218352102   1,902,632 47,200 SH   SOLE   47,200 0 0
CULLINAN THERAPEUTICS INC COM 230031106   284,200 20,000 SH   SOLE   20,000 0 0
CYTOKINETICS INC COM 23282W605   1,977,300 30,000 SH   SOLE   30,000 0 0
DOCGO INC COM 256086109   24,895 39,573 SH   SOLE   39,573 0 0
ENGENE HOLDINGS INC COM 29286M105   1,702,500 250,000 SH   SOLE   250,000 0 0
EQT CORPORATION COM 26884L109   2,203,153 34,619 SH   SOLE   34,619 0 0
ELUTIA INC COM 05479K106   173,349 165,094 SH   SOLE   165,094 0 0
FOGHORN THERAPEUTICS INC COM 344174107   1,346,669 281,730 SH   SOLE   281,730 0 0
FREEPORT-MCMORAN CL-B CL-B 35671D857   1,060,392 18,040 SH   SOLE   18,040 0 0
GOSSAMER BIO INC COM 38341P102   5,971 18,176 SH   SOLE   18,176 0 0
GRACE THERAPEUTICS INC COM 00439U104   231,500 50,000 SH   SOLE   50,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   652,763 10,100 SH   SOLE   10,100 0 0
HARROW HEALTH INC COM 415858109   846,240 24,000 SH   SOLE   24,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   561,775 16,860 SH   SOLE   16,860 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   5,710,028 445,400 SH   SOLE   445,400 0 0
IMMUNOME INC COM 45257U108   1,093,500 50,000 SH   SOLE   50,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   1,147,410 57,000 SH   SOLE   57,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   467,613 83,952 SH   SOLE   83,952 0 0
KAYNE ANDERSON BDC INC COM SHS 48662X105   274,400 20,000 SH   SOLE   20,000 0 0
KLA CORPORATION COM NEW 482480100   29,275,928 19,883 SH   SOLE   19,883 0 0
KYNTRA BIO INC COM NEW 31572Q881   152,997 22,566 SH   SOLE   22,566 0 0
LAM RESEARCH CORPORATION COM NEW 512807306   7,691,760 36,000 SH   SOLE   36,000 0 0
LIPOCINE INC COM NEW 53630X203   893,170 111,786 SH   SOLE   111,786 0 0
NEKTAR THERAPEUTICS COM 640268306   2,230,450 31,000 SH   SOLE   31,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   3,582,011 27,190 SH   SOLE   27,190 0 0
NOVOCURE LTD ORD SHS G6674U108   2,205,397 202,330 SH   SOLE   202,330 0 0
OCULAR THERAPEUTIX INC COM 67576A100   2,710,400 320,000 SH   SOLE   320,000 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106   3,265,290 219,000 SH   SOLE   219,000 0 0
OUTSET MEDICAL INC COM 690145107   379,707 98,882 SH   SOLE   98,882 0 0
OVINTIV INC COM 69047Q102   6,381,200 107,500 SH   SOLE   107,500 0 0
PHREESIA INC COM 71944F106   119,834 14,300 SH   SOLE   14,300 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   3,689,000 35,000 SH   SOLE   35,000 0 0
PROTHENA CORP PLC SHS G72800108   4,364,465 449,019 SH   SOLE   449,019 0 0
PULMONX CORP COM 745848101   322,785 250,221 SH   SOLE   250,221 0 0
QUIDELORTHO CORP COM 74838J101   1,356,264 82,548 SH   SOLE   82,548 0 0
PACIFIC BIOSCIENCES OF CALIFORNIA INC COM 69404D108   1,980,000 1,500,000 SH   SOLE   1,500,000 0 0
PHARVARIS N V COM N69605108   843,178 29,847 SH   SOLE   29,847 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107   2,166,450 195,000 SH   SOLE   195,000 0 0
QUOIN PHARMACEUTICALS LTD SPONSORED ADS 74907L409   132,000 20,000 SH   SOLE   20,000 0 0
REGENXBIO INC COM 75901B107   555,343 66,270 SH   SOLE   66,270 0 0
RELMADA THERAPEUTICS INC COM 75955J402   2,849,334 409,387 SH   SOLE   409,387 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   454,750 127,025 SH   SOLE   127,025 0 0
SOLID BIOSCIENCES INC COM NEW 83422E204   4,507,056 625,980 SH   SOLE   625,980 0 0
STOKE THERAPEUTICS INC COM 86150R107   6,837,600 210,000 SH   SOLE   210,000 0 0
STRUCTURE THERAPEUTICS INC SPONS ADR 86366E106   4,820,000 100,000 SH   SOLE   100,000 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   867,532 29,200 SH   SOLE   29,200 0 0
TRINITY CAP INC COM 896442308   294,200 20,000 SH   SOLE   20,000 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108   1,298,900 62,000 SH   SOLE   62,000 0 0
UNIQURE NV SHS N90064101   1,646,396 100,697 SH   SOLE   100,697 0 0
UNITED THERAPEUTICS CORP COM 91307C102   2,668,410 4,500 SH   SOLE   4,500 0 0
VERA THERAPEUTICS INC CL A 92337R101   1,770,120 44,000 SH   SOLE   44,000 0 0
VERASTEM INC COM NEW 92337C203   795,000 150,000 SH   SOLE   150,000 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104   393,156 20,100 SH   SOLE   20,100 0 0
VOYAGER THERAPEUTICS INC COM 92915B106   289,183 74,918 SH   SOLE   74,918 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,221,150 21,000 SH   SOLE   21,000 0 0
ZENAS BIOPHARMA INC COM 98937L105   1,368,500 70,000 SH   SOLE   70,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   40,957 17,503 SH   SOLE   17,503 0 0