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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   7,186,780 465,465 SH   SOLE NONE 465,465 0 0
ABBVIE INC COM 00287Y109   13,537,778 90,821 SH   SOLE NONE 90,821 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   2,828,464 15,971 SH   SOLE NONE 15,971 0 0
ARGENX SE SPONSORED ADR 04016X101   24,206,878 49,238 SH   SOLE NONE 49,238 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   12,917,725 190,752 SH   SOLE NONE 190,752 0 0
AXSOME THERAPEUTICS INC COM 05464T104   6,139,697 87,848 SH   SOLE NONE 87,848 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   6,942,583 78,465 SH   SOLE NONE 78,465 0 0
BIOMEA FUSION INC COM 09077A106   350,220 25,452 SH   SOLE NONE 25,452 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,353,242 6,905 SH   SOLE NONE 6,905 0 0
CYMABAY THERAPEUTICS INC COM 23257D103   615,202 41,261 SH   SOLE NONE 41,261 0 0
LILLY ELI & CO COM 532457108   14,069,046 26,193 SH   SOLE NONE 26,193 0 0
GRITSTONE BIO INC COM 39868T105   163,692 95,170 SH   SOLE NONE 95,170 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   2,166,944 41,600 SH   SOLE NONE 41,600 0 0
MERCK & CO INC COM 58933Y105   33,891,140 329,200 SH   SOLE NONE 329,200 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   5,062,500 45,000 SH   SOLE NONE 45,000 0 0
NOVO-NORDISK A S ADR 670100205   62,003,983 681,812 SH   SOLE NONE 681,812 0 0
PLIANT THERAPEUTICS INC COM 729139105   1,734,000 100,000 SH   SOLE NONE 100,000 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   1,873,831 112,340 SH   SOLE NONE 112,340 0 0
ROIVANT SCIENCES LTD SHS G76279101   10,675,789 914,023 SH   SOLE NONE 914,023 0 0
SAREPTA THERAPEUTICS INC COM 803607100   6,929,178 57,162 SH   SOLE NONE 57,162 0 0
SEAGEN INC COM 81181C104   10,856,776 51,175 SH   SOLE NONE 51,175 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,067,513 2,109 SH   SOLE NONE 2,109 0 0
TYRA BIOSCIENCES INC COM 90240B106   623,134 45,253 SH   SOLE NONE 45,253 0 0
VAXCYTE INC COM 92243G108   1,965,534 38,555 SH   SOLE NONE 38,555 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   6,368,510 18,314 SH   SOLE NONE 18,314 0 0
VIKING THERAPEUTICS INC COM 92686J106   4,246,231 383,580 SH   SOLE NONE 383,580 0 0
WATERS CORP COM 941848103   780,127 2,845 SH   SOLE NONE 2,845 0 0