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 | BBG01JLQNZ03 | 671,272 | 87,748 | SH | SOLE | 87,748 | 0 | 0 | ||
| ADC THERAPEUTICS SA | SHS | H0036K147 | BBG00Q6Q3QX1 | 759,206 | 283,286 | SH | SOLE | 283,286 | 0 | 0 | ||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | BBG00L9211Y8 | 6,231,327 | 116,779 | SH | SOLE | 103,519 | 0 | 13,260 | ||
| ALKERMES PLC | SHS | G01767105 | BBG000C9F2F9 | 10,042,498 | 351,124 | SH | SOLE | 311,699 | 0 | 39,425 | ||
| APOGEE THERAPEUTICS INC | COM | 03770N101 | BBG01H51WYQ5 | 3,668,358 | 84,466 | SH | SOLE | 80,733 | 0 | 3,733 | ||
| ARCELLX INC | COMMON STOCK | 03940C100 | BBG00QHJM4S9 | 13,265,614 | 201,452 | SH | SOLE | 179,022 | 0 | 22,430 | ||
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | BBG00QN8K4M4 | 2,883,521 | 205,672 | SH | SOLE | 205,672 | 0 | 0 | ||
| BIOHAVEN LTD | COM | G1110E107 | BBG017BXV3Q9 | 2,465,779 | 174,754 | SH | SOLE | 155,013 | 0 | 19,741 | ||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | BBG00P9KDZK6 | 2,358,923 | 54,630 | SH | SOLE | 54,630 | 0 | 0 | ||
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 | BBG01081FC59 | 16,630,930 | 1,265,672 | SH | SOLE | 1,106,025 | 0 | 159,647 | ||
| CIDARA THERAPEUTICS INC | COM NEW | 171757206 | BBG006R5MFT6 | 12,994,562 | 266,774 | SH | SOLE | 233,070 | 0 | 33,704 | ||
| DENALI THERAPEUTICS INC | COM | 24823R105 | BBG008P7F869 | 9,903,731 | 707,915 | SH | SOLE | 627,782 | 0 | 80,133 | ||
| EYEPOINT PHARMACEUTICALS INC | COM NEW | 30233G209 | BBG000F90JX5 | 3,098,280 | 329,254 | SH | SOLE | 292,149 | 0 | 37,105 | ||
| GERON CORP | COM | 374163103 | BBG000GX1891 | 9,375,434 | 6,649,244 | SH | SOLE | 5,795,857 | 0 | 853,387 | ||
| GERON CORP | COM | 374163103 | BBG01QY4X641 | 52,500 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| GH RESEARCH PLC | ORDINARY SHARES | G3855L106 | BBG011BQC379 | 1,229,069 | 100,826 | SH | SOLE | 100,826 | 0 | 0 | ||
| HELIX ACQUISITION CORP II | CL A ORD SHS | G4444H101 | BBG01L3GYF02 | 3,290,856 | 315,812 | SH | SOLE | 315,812 | 0 | 0 | ||
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | BBG00CTZ4D83 | 3,486,903 | 165,885 | SH | SOLE | 147,214 | 0 | 18,671 | ||
| IMMUNOVANT INC | COM | 45258J102 | BBG00P5MC0Q8 | 20,813,760 | 1,300,860 | SH | SOLE | 1,144,352 | 0 | 156,508 | ||
| IMMUNOVANT INC | COM | 45258J102 | BBG01SF3P7M7 | 310,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| INSMED INC | COM PAR $.01 | 457669307 | BBG000BWM5P3 | 6,197,210 | 61,578 | SH | SOLE | 56,866 | 0 | 4,712 | ||
| JANUX THERAPEUTICS INC | COM | 47103J105 | BBG00ZHSKH11 | 2,077,452 | 89,933 | SH | SOLE | 89,933 | 0 | 0 | ||
| KALVISTA PHARMACEUTICALS INC | COM | 483497103 | BBG0026ZG5B0 | 4,372,661 | 386,790 | SH | SOLE | 345,273 | 0 | 41,517 | ||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | BBG00TTGH5W4 | 9,587,411 | 270,144 | SH | SOLE | 239,573 | 0 | 30,571 | ||
| LENZ THERAPEUTICS INC | COM | 52635N103 | BBG00XDH4NZ2 | 5,390,461 | 183,912 | SH | SOLE | 163,153 | 0 | 20,759 | ||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | BBG000QS6NV8 | 15,947,312 | 52,694 | SH | SOLE | 47,326 | 0 | 5,368 | ||
| MBX BIOSCIENCES INC | COM | 55287L101 | BBG00W7W53M5 | 1,609,050 | 141,021 | SH | SOLE | 141,021 | 0 | 0 | ||
| MERUS N V | COM | N5749R100 | BBG00B8LXMS5 | 13,996,544 | 266,094 | SH | SOLE | 242,250 | 0 | 23,844 | ||
| MIND MEDICINE MINDMED INC | COM NEW | 60255C885 | BBG00F13HYQ7 | 589,629 | 90,852 | SH | SOLE | 90,852 | 0 | 0 | ||
| MINERALYS THERAPEUTICS INC | COM | 603170101 | BBG00ZXN1GN3 | 8,551,043 | 631,586 | SH | SOLE | 551,000 | 0 | 80,586 | ||
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | BBG01BNNTQN4 | 2,764,528 | 152,652 | SH | SOLE | 135,410 | 0 | 17,242 | ||
| NUVALENT INC | COM | 670703107 | BBG00Z1SLMK5 | 4,564,876 | 59,828 | SH | SOLE | 53,095 | 0 | 6,733 | ||
| ORIC PHARMACEUTICALS INC | COM | 68622P109 | BBG00BL5SLH5 | 2,037,968 | 200,785 | SH | SOLE | 200,785 | 0 | 0 | ||
| PERCEPTIVE CAP SOLUTIONS COR | CL A ORD SHS | G70077105 | BBG01N0FG6L0 | 1,593,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | BBG00W9LF2G5 | 1,356,323 | 32,255 | SH | SOLE | 28,616 | 0 | 3,639 | ||
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | BBG002B63KM7 | 926,761 | 16,770 | SH | SOLE | 16,770 | 0 | 0 | ||
| PROTARA THERAPEUTICS INC | COM STK | 74365U107 | BBG001ZLYSH5 | 3,465,341 | 1,143,677 | SH | SOLE | 1,037,402 | 0 | 106,275 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | BBG000C734W3 | 2,452,800 | 4,672 | SH | SOLE | 4,672 | 0 | 0 | ||
| REZOLUTE INC | COM NEW | 76200L309 | BBG001XWWHL4 | 2,875,157 | 644,654 | SH | SOLE | 571,445 | 0 | 73,209 | ||
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | BBG007DLZ601 | 11,168,959 | 176,752 | SH | SOLE | 154,251 | 0 | 22,501 | ||
| ROIVANT SCIENCES LTD | SHS | G76279101 | BBG007STW2B8 | 6,782,072 | 601,781 | SH | SOLE | 601,781 | 0 | 0 | ||
| ROIVANT SCIENCES LTD | SHS | G76279101 | BBG01L4JKP71 | 617,625 | 915,000 | SH | Call | SOLE | 915,000 | 0 | 0 | |
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | BBG00KT2RRM6 | 18,705,833 | 528,115 | SH | SOLE | 464,463 | 0 | 63,652 | ||
| SURROZEN INC | COM NEW | 86889P208 | BBG00XY94S95 | 6,137,659 | 686,539 | SH | SOLE | 633,475 | 0 | 53,064 | ||
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | BBG000R33JY1 | 22,219,717 | 2,372,634 | SH | SOLE | 2,092,432 | 0 | 280,202 | ||
| TANGO THERAPEUTICS INC | COM | 87583X109 | BBG00WFDDRS0 | 1,069,056 | 208,800 | SH | SOLE | 208,800 | 0 | 0 | ||
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | BBG00TJXFDP1 | 2,781,104 | 1,203,941 | SH | SOLE | 1,068,258 | 0 | 135,683 | ||
| TECTONIC THERAPEUTIC INC | COM | 878972108 | BBG00DJ4T7D1 | 794,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | BBG005SSJYH3 | 7,982,253 | 572,615 | SH | SOLE | 508,220 | 0 | 64,395 | ||
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | BBG00GD4KBL1 | 700,554 | 7,407 | SH | SOLE | 7,407 | 0 | 0 | ||
| VISTAGEN THERAPEUTICS INC | COM | 92840H400 | BBG000BB33L9 | 524,370 | 616,749 | SH | SOLE | 616,749 | 0 | 0 | ||
| VISTAGEN THERAPEUTICS INC | COM | 92840H400 | BBG000BB33L9 | 3,593,010 | 1,796,505 | SH | SOLE | 1,520,419 | 0 | 276,086 | ||
| WAVE LIFE SCIENCES LTD | SHS | Y95308105 | BBG00B642V54 | 5,852,197 | 900,338 | SH | SOLE | 801,894 | 0 | 98,444 | ||
| ZAI LAB LTD | ADR | 98887Q104 | BBG00HFX3N90 | 8,757,817 | 250,438 | SH | SOLE | 222,039 | 0 | 28,399 | ||