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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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   1,762,026 225,323 SH   SOLE   225,323 0 0
ACELYRIN INC COM 00445A100   736,126 234,435 SH   SOLE   234,435 0 0
ACLARIS THERAPEUTICS INC COM 00461U105   965,546 389,333 SH   SOLE   389,333 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   391,316 205,956 SH   SOLE   205,956 0 0
AKERO THERAPEUTICS INC COM 00973Y108   1,908,675 68,608 SH   SOLE   68,608 0 0
ALVOTECH ORDINARY SHARES L01800108   1,192,023 90,100 SH   SOLE   90,100 0 0
ANNEXON INC COM 03589W102   742,978 144,830 SH   SOLE   144,830 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   3,812,192 119,467 SH   SOLE   119,467 0 0
APREA THERAPEUTICS INC COM NEW 03836J201   419,709 127,960 SH   SOLE   127,960 0 0
ARBUTUS BIOPHARMA CORP COM 03879J100   92,541 28,300 SH   SOLE   28,300 0 0
ARVINAS INC COM 04335A105   4,192,479 218,700 SH   SOLE   218,700 0 0
BEIGENE LTD SPONSORED ADR 07725L102   1,847,100 10,000 SH   SOLE   10,000 0 0
BIOHAVEN LTD COM G1110E107   1,051,739 28,159 SH   SOLE   28,159 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   2,773,596 31,800 SH   SOLE   31,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107   3,617,460 40,500 SH   SOLE   40,500 0 0
BRIDGEBIO PHARMA INC COM 10806X102   6,769,448 246,700 SH   SOLE   246,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,687,712 65,200 SH   SOLE   65,200 0 0
CENTESSA PHARMACEUTICALS PLC SPONSORED ADS 152309100   2,306,743 137,716 SH   SOLE   137,716 0 0
CYTOKINETICS INC COM NEW 23282W605   3,099,136 65,883 SH   SOLE   65,883 0 0
DISC MEDICINE INC COM 254604101   4,379,165 69,072 SH   SOLE   69,072 0 0
DR REDDYS LABS LTD ADR 256135203   1,855,325 117,500 SH   SOLE   117,500 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   2,175,329 81,473 SH   SOLE   81,473 0 0
ELEDON PHARMACEUTICALS INC COM 28617K101   1,056,257 256,373 SH   SOLE   256,373 0 0
ELI LILLY & CO COM 532457108   6,366,684 8,247 SH   SOLE   8,247 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   603,517 13,100 SH   SOLE   13,100 0 0
FULCRUM THERAPEUTICS INC COM 359616109   1,332,915 283,599 SH   SOLE   283,599 0 0
GERON CORP COM 374163103   5,622,690 1,561,152 SH   SOLE   1,561,152 0 0
GILEAD SCIENCES INC COM 375558103   2,743,389 29,700 SH   SOLE   29,700 0 0
GOSSAMER BIO INC COM 38341P102   993,250 1,097,999 SH   SOLE   1,097,999 0 0
GUARDANT HEALTH INC COM 40131M109   4,515,290 147,800 SH   SOLE   147,800 0 0
HUMANA INC COM 444859102   4,583,525 18,066 SH   SOLE   18,066 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,876,597 7,427 SH   SOLE   7,427 0 0
IONIS PHARMACEUTICALS INC COM 462222100   2,145,390 61,367 SH   SOLE   61,367 0 0
JANUX THERAPEUTICS INC COM 47103J105   2,148,185 40,123 SH   SOLE   40,123 0 0
KARYOPHARM THERAPEUTICS INC NOTE 3.000%10/1 48576UAA4   1,556,395 2,000,000 SH   SOLE   2,000,000 0 0
LEAP THERAPEUTICS INC COM NEW 52187K200   295,064 102,631 SH   SOLE   102,631 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   1,223,504 37,600 SH   SOLE   37,600 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   304,559 987 SH   SOLE   987 0 0
MERSANA THERAPEUTICS INC COM 59045L106   249,723 172,924 SH   SOLE   172,924 0 0
NATERA INC COM 632307104   3,553,835 22,450 SH   SOLE   22,450 0 0
NEKTAR THERAPEUTICS COM 640268108   574,902 618,174 SH   SOLE   618,174 0 0
NEUMORA THERAPEUTICS INC. CALL 640979900   207,000 600 SH Call SOLE   600 0 0
NUVALENT INC COM 670703107   3,186,025 40,580 SH   SOLE   40,580 0 0
PENUMBRA INC COM 70975L107   2,137,320 9,000 SH   SOLE   9,000 0 0
PLIANT THERAPEUTICS INC COM 729139105   1,363,148 103,504 SH   SOLE   103,504 0 0
RELAY THERAPEUTICS INC COM 75943R102   4,463,966 1,083,487 SH   SOLE   1,083,487 0 0
REPLIMUNE GROUP INC COM 76029N106   662,877 54,738 SH   SOLE   54,738 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   2,005,569 159,552 SH   SOLE   159,552 0 0
SAVARA INC COM 805111101   2,148,073 699,698 SH   SOLE   699,698 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103   3,346,914 77,439 SH   SOLE   77,439 0 0
SOLENO THERAPEUTICS INC COM 834203309   3,473,961 77,285 SH   SOLE   77,285 0 0
STOKE THERAPEUTICS INC COM 86150R107   1,247,449 113,096 SH   SOLE   113,096 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   4,121,291 151,965 SH   SOLE   151,965 0 0
SUMMIT THERAPEUTICS INC COM 86627T108   2,327,202 130,412 SH   SOLE   130,412 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   4,215,858 318,900 SH   SOLE   318,900 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103   1,560,216 28,178 SH   SOLE   28,178 0 0
TECTONIC THERAPEUTIC INC COM 878972108   1,204,160 26,081 SH   SOLE   26,081 0 0
VERU INC COM 92536C103   739,509 1,117,600 SH   SOLE   1,117,600 0 0
VYNE THERAPEUTICS INC COM 92941V308   1,184,004 353,434 SH   SOLE   353,434 0 0