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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACADIA PHARMACEUTICALS INC | Common | 004225108 | 35,576 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| ALIMERA SCIENCES INC | Common | 016259103 | 6,614 | 6,240,000 | SH | SOLE | 6,240,000 | 0 | 0 | ||
| ALLOGENE THERAPEUTICS INC | Common | 019770106 | 29,793 | 1,128,594 | SH | SOLE | 1,128,594 | 0 | 0 | ||
| AMARIN CORP PLC | Sponsored ADR | 023111206 | 166,080 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | Common | 03152W109 | 129,200 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
| ARGENX SE | Sponsored ADR | 04016X101 | 104,866 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | ||
| ARRAY BIOPHARMA INC | Common | 04269X105 | 48,760 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ASCENDIS PHARMA | Sponsored ADR | 04351P101 | 211,272 | 1,795,000 | SH | SOLE | 1,795,000 | 0 | 0 | ||
| ASSEMBLY BIOSCIENCES INC | Common | 045396108 | 17,721 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| BIODELIVERY SCIENCES INTL | Common | 09060J106 | 39,352 | 7,424,867 | SH | SOLE | 7,424,867 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | Common | 09061G101 | 99,490 | 1,120,000 | SH | SOLE | 1,120,000 | 0 | 0 | ||
| CYMABAY THERAPEUTICS INC | Common | 23257D103 | 9,628 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| ESTABLISHMENT LABS HOLDINGS INC | Common | G31249108 | 11,419 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| FENNEC PHARMACEUTICALS INC | Common | 31447P100 | 5,364 | 1,105,999 | SH | SOLE | 1,105,999 | 0 | 0 | ||
| GLOBAL BLOOD THERAPEUTICS INC | Common | 37890U108 | 50,284 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| HORIZON PHARMA PLC | Common | G4617B105 | 105,720 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| IMMUNOMEDICS INC | Common | 452907108 | 340,295 | 17,714,461 | SH | SOLE | 17,714,461 | 0 | 0 | ||
| INTEC PHARMA LTD | Common | M53644106 | 18,325 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| IOVANCE BIOTHERAPEUTICS INC | Common | 462260100 | 100,148 | 10,530,862 | SH | SOLE | 10,530,862 | 0 | 0 | ||
| KODIAK SCIENCES INC | Common | 50015M109 | 4,094 | 627,021 | SH | SOLE | 627,021 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | Common | 558868105 | 38,831 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| MEDICINES CO | Common | 584688105 | 43,658 | 1,562,000 | SH | SOLE | 1,562,000 | 0 | 0 | ||
| MIRATI THERAPEUTICS INC | Common | 60468T105 | 283,121 | 3,862,500 | SH | SOLE | 3,862,500 | 0 | 0 | ||
| MYOKARDIA INC | Common | 62857M105 | 51,990 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| OUTLOOK THERAPEUTICS INC | Common | 69012T107 | 630 | 84,999 | SH | SOLE | 84,999 | 0 | 0 | ||
| PACIRA PHARMACEUTICALS INC | Common | 695127100 | 15,224 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | Common | 803607100 | 142,432 | 1,195,000 | SH | SOLE | 1,195,000 | 0 | 0 | ||
| TELIGENT INC | Common | 87960W104 | 6,068 | 5,231,206 | SH | SOLE | 5,231,206 | 0 | 0 | ||
| TRICIDA INC | Common | 89610F101 | 65,654 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| SPDR SERIES TRUST - S&P BIOTECH | ETF | 78464A870 | 1,270 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| XENON PHARMACEUTICALS INC | Common | 98420N105 | 24,384 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| ZOGENIX INC | Common | 98978L204 | 105,344 | 1,915,000 | SH | SOLE | 1,915,000 | 0 | 0 | ||