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
ACADIA PHARMACEUTICALS INC COM 004225108 10,593 751,804 SH   SOLE   751,804 0 0
ALLAKOS INC COM 01671P100 461 147,189 SH   SOLE   147,189 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 8,321 5,584,837 SH   SOLE   5,584,837 0 0
ANNEXON INC COM 03589W102 10,905 2,892,600 SH   SOLE   2,892,600 0 0
ARGENX SE SPONSORED ADR 04016X101 27,858 73,526 SH   SOLE   73,526 0 0
ASTRIA THERAPEUTICS INC COM 04635X102 2,735 911,736 SH   SOLE   911,736 0 0
AXSOME THERAPEUTICS INC COM 05464T104 36,100 942,571 SH   SOLE   942,571 0 0
BEIGENE LTD SPONSORED ADR 07725L102 18,030 111,400 SH   SOLE   111,400 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 35,370 3,343,107 SH   SOLE   3,343,107 0 0
BIOHAVEN PHARMACTL HLDG CO COM G11196105 38,497 264,206 SH   SOLE   264,206 0 0
COGENT BIOSCIENCES INC COM 19240Q201 24,886 2,758,975 SH   SOLE   2,758,975 0 0
CTI BIOPHARMA CORP COM 12648L601 13,408 2,245,891 SH   SOLE   2,245,891 0 0
DBV TECHNOLOGIES SA SPONSORED ADR 23306J101 12,319 4,831,155 SH   SOLE   4,831,155 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 22,182 469,264 SH   SOLE   469,264 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 30,461 953,396 SH   SOLE   953,396 0 0
INSMED INC COM PAR $.01 457669307 26,156 1,326,368 SH   SOLE   1,326,368 0 0
INSTIL BIO INC COM 45783C101 3,113 673,905 SH   SOLE   673,905 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 4,301 389,588 SH   SOLE   389,588 0 0
KEROS THERAPEUTICS INC COM 492327101 7,529 272,498 SH   SOLE   272,498 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 27,587 283,000 SH   SOLE   283,000 0 0
NUVALENT INC COM 670703107 23,262 1,715,518 SH   SOLE   1,715,518 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 10,864 2,669,300 SH   SOLE   2,669,300 0 0
POINT BIOPHARMA GLOBAL INC COM 730541109 12,489 1,833,950 SH   SOLE   1,833,950 0 0
TREVI THERAPEUTICS INC COM 89532M101 4,565 1,624,389 SH   SOLE   1,624,389 0 0
TYRA BIOSCIENCES INC COM 90240B106 10,132 1,416,998 SH   SOLE   1,416,998 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 3,882 926,602 SH   SOLE   926,602 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104 10,923 944,092 SH   SOLE   944,092 0 0