The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AADI BIOSCIENCES INC | Common | 00032Q104 | 5,869,768 | 2,849,402 | SH | SOLE | 2,849,402 | 0 | 0 | |||
| AMICUS THERAPEUTICS INC. | Common | 03152W109 | 247,509,000 | 23,175,000 | SH | SOLE | 23,175,000 | 0 | 0 | |||
| APELLIS PHARMACEUTICALS INC. | Common | 03753U106 | 320,444,441 | 11,111,111 | SH | SOLE | 11,111,111 | 0 | 0 | |||
| ARGENX SE | Sponsored ADR | 04016X101 | 671,348,191 | 1,238,467 | SH | SOLE | 1,238,467 | 0 | 0 | |||
| ARROWHEAD PHARMACEUTICALS INC. | Common | 04280A100 | 172,177,761 | 8,888,888 | SH | SOLE | 8,888,888 | 0 | 0 | |||
| ASCENDIS PHARMA | Sponsored ADR | 04351P101 | 744,890,867 | 4,988,888 | SH | SOLE | 4,988,888 | 0 | 0 | |||
| AUTOLUS THERAPEUTICS PLC | Sponsored ADR | 05280R100 | 44,814,811 | 12,345,678 | SH | SOLE | 12,345,678 | 0 | 0 | |||
| AVIDITY BIOSCIENCES INC | Common | 05370A108 | 315,768,750 | 6,875,000 | SH | SOLE | 6,875,000 | 0 | 0 | |||
| BIOCRYST PHARMACEUTICALS INC | Common | 09058V103 | 90,174,000 | 11,865,000 | SH | SOLE | 11,865,000 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | Common | 09061G101 | 143,252,074 | 2,038,015 | SH | SOLE | 2,038,015 | 0 | 0 | |||
| CG ONCOLOGY INC | Common | 156944100 | 26,411,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| DYNE THERAPEUTICS INC. | Common | 26818M108 | 23,348,000 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||
| INTRA-CELLULAR THERAPIES INC | Common | 46116X101 | 223,168,500 | 3,050,000 | SH | SOLE | 3,050,000 | 0 | 0 | |||
| IOVANCE BIOTHERAPEUTICS INC | Common | 462260100 | 39,813,600 | 4,240,000 | SH | SOLE | 4,240,000 | 0 | 0 | |||
| KRYSTAL BIOTECH INC | Common | 501147102 | 477,323,071 | 2,622,222 | SH | SOLE | 2,622,222 | 0 | 0 | |||
| KURA ONCOLOGY INC | Common | 50127T109 | 69,201,008 | 3,541,505 | SH | SOLE | 3,541,505 | 0 | 0 | |||
| KYMERA THERAPEUTICS INC | Common | 501575104 | 212,985,000 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | |||
| MADRIGAL PHARMACEUTICALS INC | Common | 558868105 | 430,594,380 | 2,029,000 | SH | SOLE | 2,029,000 | 0 | 0 | |||
| MANNKIND CORP | Common | 56400P706 | 55,037,500 | 8,750,000 | SH | SOLE | 8,750,000 | 0 | 0 | |||
| MERUS N V | Common | N5749R100 | 67,695,800 | 1,355,000 | SH | SOLE | 1,355,000 | 0 | 0 | |||
| MONTE ROSA THERAPEUTICS INC | Common | 61225M102 | 30,688,251 | 5,790,236 | SH | SOLE | 5,790,236 | 0 | 0 | |||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 139,668,442 | 2,770,100 | SH | SOLE | 2,770,100 | 0 | 0 | |||
| NEUROGENE INC | Common | 64135M105 | 924,337 | 22,029 | SH | SOLE | 22,029 | 0 | 0 | |||
| OCULAR THERAPEUTIX INC | Common | 67576A100 | 70,122,000 | 8,060,000 | SH | SOLE | 8,060,000 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | Common | 803607100 | 319,163,264 | 2,555,555 | SH | SOLE | 2,555,555 | 0 | 0 | |||
| SOLENO THERAPEUTICS INC | Common | 834203309 | 110,118,690 | 2,181,000 | SH | SOLE | 2,181,000 | 0 | 0 | |||
| SPYRE THERAPEUTICS INC | Common | 00773J202 | 17,604,826 | 598,600 | SH | SOLE | 598,600 | 0 | 0 | |||
| SYNDAX PHARMACEUTICALS INC | Common | 87164F105 | 74,852,412 | 3,888,437 | SH | SOLE | 3,888,437 | 0 | 0 | |||
| TAYSHA GENE THERAPIES INC | Common | 877619106 | 37,486,500 | 18,650,000 | SH | SOLE | 18,650,000 | 0 | 0 | |||
| TOURMALINE BIO INC | Common | 89157D105 | 57,133,328 | 2,222,222 | SH | SOLE | 2,222,222 | 0 | 0 | |||
| ULTRAGENYX PHARMACEUTICAL INC | Common | 90400D108 | 46,106,500 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | |||
| UNITED THERAPEUTICS CORP | Common | 91307C102 | 1,024,482,515 | 2,858,888 | SH | SOLE | 2,858,888 | 0 | 0 | |||
| VAXCYTE INC | Common | 92243G108 | 134,267,250 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | |||
| VERA THERAPEUTICS INC | Common | 92337R101 | 190,483,878 | 4,309,590 | SH | SOLE | 4,309,590 | 0 | 0 | |||
| XENON PHARMACEUTICALS INC | Common | 98420N105 | 223,096,640 | 5,666,666 | SH | SOLE | 5,666,666 | 0 | 0 | |||
| INSMED INC | Common | 457669957 | 125,000 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | ||