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 | 75,161,250 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | |||
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | 16,695,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| ACLARIS THERAPEUTICS INC | COM | 00461U105 | 1,875,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| ALKERMES PLC | SHS | G01767105 | 12,376,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | 9,730,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| ARCUS BIOSCIENCES INC | COM | 03969F109 | 25,920,000 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | |||
| ARRIVENT BIOPHARMA INC | COM | 04272N102 | 8,074,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| AVALO THERAPEUTICS INC | COM NEW | 05338F306 | 4,479,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| AVALO THERAPEUTICS INC | COM NEW | 05338F306 | 14,930,000 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 36,666,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | 14,274,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 | 84,405,000 | 2,125,000 | SH | SOLE | 2,125,000 | 0 | 0 | |||
| CG ONCOLOGY INC | COM | 156944100 | 38,916,000 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | |||
| COMPASS THERAPEUTICS INC | COM | 20454B104 | 16,663,500 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | |||
| CORVUS PHARMACEUTICALS INC | COM | 221015100 | 6,583,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| CRESCENT BIOPHARMA INC. | COM | G2545C104 | 8,863,525 | 482,500 | SH | SOLE | 482,500 | 0 | 0 | |||
| CYTOKINETICS INC | COM NEW | 23282W605 | 57,671,250 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | |||
| DESIGN THERAPEUTICS INC | COM | 25056L103 | 20,748,000 | 1,950,000 | SH | SOLE | 1,950,000 | 0 | 0 | |||
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | 33,568,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| DISC MEDICINE INC | COM | 254604101 | 35,806,400 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | |||
| DYNE THERAPEUTICS INC | COM | 26818M108 | 25,382,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | 21,168,000 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | |||
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | 19,600,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | ||
| ERASCA INC | COM | 29479A108 | 180,407,000 | 11,150,000 | SH | SOLE | 11,150,000 | 0 | 0 | |||
| FRACTYL HEALTH INC | COM | 35168W103 | 457,800 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| IBIO INC | COM NEW | 451033708 | 2,470,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | |||
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | 114,954,000 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | |||
| IMMIX BIOPHARMA INC | COM | 45258H106 | 11,159,750 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | |||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 45,225,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| IMMUNOVANT INC | COM | 45258J102 | 26,703,000 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | |||
| JADE BIOSCIENCES INC | COM NEW | 008064206 | 5,620,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| JANUX THERAPEUTICS INC | COM | 47103J105 | 13,900,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| LB PHARMACEUTICALS INC | COM SHS | 50180M108 | 22,563,900 | 915,000 | SH | SOLE | 915,000 | 0 | 0 | |||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 44,494,950 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| MAZE THERAPEUTICS INC | COM | 578784100 | 36,864,750 | 1,235,000 | SH | SOLE | 1,235,000 | 0 | 0 | |||
| MEIRAGTX HLDGS PLC | COM | G59665102 | 6,062,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| MINERVA NEUROSCIENCES INC | COM NEW | 603380205 | 19,370,375 | 3,215,000 | SH | SOLE | 3,215,000 | 0 | 0 | |||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 18,476,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 27,960,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | 19,206,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| OCULAR THERAPEUTIX INC | COM | 67576A100 | 32,609,500 | 3,850,000 | SH | SOLE | 3,850,000 | 0 | 0 | |||
| OLEMA PHARMACEUTICALS INC | COM | 68062P106 | 47,844,326 | 3,208,875 | SH | SOLE | 3,208,875 | 0 | 0 | |||
| ORIC PHARMACEUTICALS INC | COM | 68622P109 | 12,036,500 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | |||
| PALATIN TECHNOLOGIES INC | COM NEW | 696077601 | 2,438,800 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| PHARVARIS N V | COM | N69605108 | 1,836,250 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | 91,824,150 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | |||
| RELAY THERAPEUTICS INC | COM | 75943R102 | 7,462,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| REVOLUTION MEDICINES INC | COM | 76155X100 | 194,500,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | 39,136,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| SENSEI BIOTHERAPEUTICS INC | COM NEW | 81728A207 | 945,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| SEPTERNA INC | COM | 81734D104 | 565,858 | 23,548 | SH | SOLE | 23,548 | 0 | 0 | |||
| SOLENO THERAPEUTICS INC | COM | 834203309 | 8,370,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 24,100,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| TANGO THERAPEUTICS INC | COM | 87583X109 | 62,760,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| TENAX THERAPEUTICS INC | COM NEW | 88032L605 | 9,993,750 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | |||
| TERNS PHARMACEUTICALS INC | COM | 880881107 | 79,080,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| TERNS PHARMACEUTICALS INC | COM | 880881107 | 26,360,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | ||
| TREVI THERAPEUTICS INC | COM | 89532M101 | 28,632,000 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | |||
| TYRA BIOSCIENCES INC | COM | 90240B106 | 32,555,000 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| UNICYCIVE THERAPEUTICS INC | COM NEW | 90466Y202 | 3,116,045 | 473,563 | SH | SOLE | 473,563 | 0 | 0 | |||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 47,438,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| VAXCYTE INC | COM | 92243G108 | 17,433,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| VERADERMICS INC | COMMON STOCK | 922967104 | 1,578,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| VERASTEM INC | COM NEW | 92337C203 | 5,300,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| VOR BIOPHARMA INC | COM NEW | 929033207 | 13,380,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 26,167,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||