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
Agenus Inc COM 00847G705   9,739,335 6,407,457 SH   SOLE   6,407,457 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107   89,743 448 SH   SOLE   448 0 0
Axsome Therapeutics Inc COM 05464T104   7,456,865 120,896 SH   SOLE   120,896 0 0
Biogen Inc COM 09062X103   36,866,778 132,600 SH   SOLE   132,600 0 0
Biomarin Pharmaceutical Inc COM 09061G101   34,912,563 359,035 SH   SOLE   359,035 0 0
bluebird bio Inc COM 09609G100   2,139,552 672,815 SH   SOLE   672,815 0 0
Celldex Therapeutics Inc COM 15117B202   15,089,904 419,397 SH   SOLE   419,397 0 0
Chinook Therapeutics Inc COM 16961L106   23,204,356 1,002,348 SH   SOLE   1,002,348 0 0
CTI Biopharma Corp COM 12648L601   11,737,076 2,794,542 SH   SOLE   2,794,542 0 0
Cytokinetics Inc COM 23282W605   12,450,081 353,796 SH   SOLE   353,796 0 0
Dexcom Inc COM 252131107   29,884,633 257,227 SH   SOLE   257,227 0 0
Eli Lilly and Co COM 532457108   47,082,882 137,100 SH   SOLE   137,100 0 0
Exelixis Inc COM 30161Q104   16,134,427 831,243 SH   SOLE   831,243 0 0
Geron Corp COM 374163103   17,956,516 8,274,892 SH   SOLE   8,274,892 0 0
Horizon Therapeutics PLC SHS G46188101   44,618,506 408,819 SH   SOLE   408,819 0 0
IDEAYA Biosciences Inc COM 45166A102   6,221,736 453,149 SH   SOLE   453,149 0 0
Immatics NV SHS N44445109   21,615,589 3,132,694 SH   SOLE   3,132,694 0 0
ImmunoGen Inc COM 45253H101   3,840,000 1,000,000 SH Call SOLE   1,000,000 0 0
ImmunoGen Inc COM 45253H101   3,550,203 924,532 SH   SOLE   924,532 0 0
Inhibrx Inc COM 45720L107   23,483,489 1,244,488 SH   SOLE   1,244,488 0 0
Intuitive Surgical Inc COM 46120E602   38,215,502 149,589 SH   SOLE   149,589 0 0
IVERIC bio Inc COM 46583P102   22,042,542 905,982 SH   SOLE   905,982 0 0
Karuna Therapeutics Inc COM 48576A100   124,060 683 SH   SOLE   683 0 0
Keros Therapeutics Inc COM 492327101   3,292,170 77,100 SH   SOLE   77,100 0 0
Kura Oncology Inc COM 50127T109   7,535,747 616,169 SH   SOLE   616,169 0 0
Marinus Pharmaceuticals Inc COM 56854Q200   8,282,684 1,200,389 SH   SOLE   1,200,389 0 0
Merck & Co Inc COM 58933Y105   89,529,526 841,522 SH   SOLE   841,522 0 0
Novocure Ltd ORD SHS G6674U108   3,007,000 50,000 SH Call SOLE   50,000 0 0
Prometheus Biosciences Inc COM 74349U108   13,290,723 123,842 SH   SOLE   123,842 0 0
PTC Therapeutics Inc COM 69366J200   25,048,082 517,095 SH   SOLE   517,095 0 0
Reata Pharmaceuticals Inc CL A 75615P103   57,068,938 627,683 SH   SOLE   627,683 0 0
Revolution Medicines Inc COM 76155X100   3,981,931 183,838 SH   SOLE   183,838 0 0
Sarepta Therapeutics Inc COM 803607100   16,410,729 119,065 SH   SOLE   119,065 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   81,878,000 200,000 SH Put SOLE   200,000 0 0
Syndax Pharmaceuticals Inc COM 87164F105   22,712,955 1,075,424 SH   SOLE   1,075,424 0 0
Travere Therapeutics Inc COM 89422G107   28,421,085 1,263,721 SH   SOLE   1,263,721 0 0
Vir Biotechnology Inc COM 92764N102   15,301,398 657,559 SH   SOLE   657,559 0 0
Zentalis Pharmaceuticals Inc COM 98943L107   24,751,866 1,439,062 SH   SOLE   1,439,062 0 0
Aerovate Therapeutics Inc COM 008064107   75,812,697 3,758,686 SH   SOLE   3,758,686 0 0
Ascendis Pharma A/S SPONSORED ADR 04351P101   80,847,311 754,032 SH   SOLE   754,032 0 0
Bolt Biotherapeutics Inc COM 097702104   3,828,667 2,754,437 SH   SOLE   2,754,437 0 0
Fusion Pharmaceuticals Inc COM 36118A100   441,463 117,099 SH   SOLE   117,099 0 0
Galera Therapeutics Inc COM 36338D108   7,894,303 3,083,712 SH   SOLE   3,083,712 0 0
Inozyme Pharma Inc COM 45790W108   20,944,915 3,655,308 SH   SOLE   3,655,308 0 0
Karuna Therapeutics Inc COM 48576A100   321,946,183 1,772,441 SH   SOLE   1,772,441 0 0
Natera Inc COM 632307104   172,143,091 3,100,560 SH   SOLE   3,100,560 0 0
Nextcure Inc COM 65343E108   3,954,347 2,671,856 SH   SOLE   2,671,856 0 0
Nucana PLC SPONSORED ADR 67022C106   5,376,559 5,599,999 SH   SOLE   5,599,999 0 0
Nucana PLC COMMON SHARES GB00BYWYV   2,304,240 2,400,000 SH   SOLE   2,400,000 0 0
PDS Biotechnology Corp COM 70465T107   877,205 142,635 SH   SOLE   142,635 0 0
Synlogic Inc COM 87166L100   363,382 574,972 SH   SOLE   574,972 0 0
Vera Therapeutics Inc CL A 92337R101   26,905,131 3,467,156 SH   SOLE   3,467,156 0 0
Y-mAbs Therapeutics Inc COM 984241109   10,993,333 2,194,278 SH   SOLE   2,194,278 0 0