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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 12,788 94,448 SH   SOLE   94,448 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 2,886 198,493 SH   SOLE   198,493 0 0
AMICUS THERAPEUTICS INC COM 03152W109 8,278 716,709 SH   SOLE   716,709 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 6,593 139,445 SH   SOLE   139,445 0 0
ARGENX SE - ADR ADR 04016X101 7,312 20,881 SH   SOLE   20,881 0 0
AVADEL PHARMACEUTICALS PLC ADR 05337M104 2,983 369,134 SH   SOLE   369,134 0 0
BCLS ACQUISITION CORP- CL A COM G0904B105 699 71,372 SH   SOLE   71,372 0 0
BELLUS HEALTH INC COM 07987C204 10,310 1,280,757 SH   SOLE   1,280,757 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 15,703 177,741 SH   SOLE   177,741 0 0
CENTENE CORP COM 15135B101 12,216 148,254 SH   SOLE   148,254 0 0
CYTOKINETICS INC COM 23282W605 10,257 225,032 SH   SOLE   225,032 0 0
DICE MOLECULES HOLDINGS ORD COM 23345J104 4,687 185,201 SH   SOLE   185,201 0 0
HORIZON THERAPEUTICS PLC COM G46188101 14,829 137,610 SH   SOLE   137,610 0 0
IQVIA HOLDINGS INC COM 46266C105 12,503 44,314 SH   SOLE   44,314 0 0
ITEOS THERAPEUTICS INC COM 46565G104 4,877 104,755 SH   SOLE   104,755 0 0
IVERIC BIO INC COM 46583P102 6,287 375,989 SH   SOLE   375,989 0 0
JOHNSON & JOHNSON COM 478160104 9,538 55,755 SH   SOLE   55,755 0 0
KURA ONCOLOGY INC COM 50127T109 7,032 502,275 SH   SOLE   502,275 0 0
MIRATI THERAPEUTICS INC COM 60468T105 6,436 43,876 SH   SOLE   43,876 0 0
NATERA INC COM 632307104 9,495 101,674 SH   SOLE   101,674 0 0
PMV PHARMACEUTICALS INC COM 69353Y103 2,256 97,680 SH   SOLE   97,680 0 0
QUANTERIX CORP COM 74766Q101 6,072 143,204 SH   SOLE   143,204 0 0
REGULUS THERAPEUTICS INC COM 75915K200 860 2,731,044 SH   SOLE   2,731,044 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,479 26,844 SH   SOLE   26,844 0 0