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 |
| AADI BIOSCIENCES INC | Common | 00032Q104 | 44,180 | 1,829,402 | SH | SOLE | 1,829,402 | 0 | 0 | ||
| ACADIA PHARMACEUTICALS INC | Common | 004225108 | 51,348 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| ADVERUM BIOTECHNOLOGIES INC | Common | 00773U108 | 12,232 | 6,950,000 | SH | SOLE | 6,950,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | Common | 02043Q107 | 182,299 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
| AMARIN CORP PLC | Sponsored ADR | 023111206 | 20,220 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | Common | 03152W109 | 213,675 | 18,500,000 | SH | SOLE | 18,500,000 | 0 | 0 | ||
| APELLIS PHARMACEUTICALS INC | Common | 03753U106 | 404,507 | 8,555,555 | SH | SOLE | 8,555,555 | 0 | 0 | ||
| ARENA PHARMACEUTICALS INC | Common | 040047607 | 114,781 | 1,235,000 | SH | SOLE | 1,235,000 | 0 | 0 | ||
| ARGENX SE | Sponsored ADR | 04016X101 | 337,933 | 965,000 | SH | SOLE | 965,000 | 0 | 0 | ||
| ASCENDIS PHARMA | Sponsored ADR | 04351P101 | 269,060 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AVADEL PHARMACEUTICALS PLC | Sponsored ADR | 05337M104 | 13,494 | 1,670,000 | SH | SOLE | 1,670,000 | 0 | 0 | ||
| AVIDITY BIOSCIENCES INC | Common | 05370A108 | 29,237 | 1,230,000 | SH | SOLE | 1,230,000 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | Common | 09061G101 | 247,380 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| CYMABAY THERAPEUTICS INC | Common | 23257D103 | 34,814 | 10,300,000 | SH | SOLE | 10,300,000 | 0 | 0 | ||
| DESIGN THERAPEUTICS INC | Common | 25056L103 | 35,029 | 1,636,100 | SH | SOLE | 1,636,100 | 0 | 0 | ||
| DICE THERAPEUTICS INC | Common | 23345J104 | 14,237 | 562,500 | SH | SOLE | 562,500 | 0 | 0 | ||
| FENNEC PHARMACEUTICALS INC | Common | 31447P100 | 5,280 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| GENOCEA BIOSCIENCES INC | Common | 372427401 | 5,898 | 5,084,184 | SH | SOLE | 5,084,184 | 0 | 0 | ||
| HORIZON THERAPEUTICS PLC | Common | G46188101 | 1,001,629 | 9,295,000 | SH | SOLE | 9,295,000 | 0 | 0 | ||
| IO BIOTECH INC | Common | 449778109 | 10,243 | 2,055,883 | SH | SOLE | 2,055,883 | 0 | 0 | ||
| IOVANCE BIOTHERAPEUTICS INC | Common | 462260100 | 165,606 | 8,675,000 | SH | SOLE | 8,675,000 | 0 | 0 | ||
| IVERIC BIO INC | Common | 46583P102 | 121,220 | 7,250,000 | SH | SOLE | 7,250,000 | 0 | 0 | ||
| KRYSTAL BIOTECH INC | Common | 501147102 | 33,226 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| KURA ONCOLOGY INC | Common | 50127T109 | 56,000 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| KYMERA THERAPEUTICS INC | Common | 501575104 | 34,920 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | Common | 558868105 | 120,755 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
| MANNKIND CORP | Common | 56400P706 | 38,456 | 8,800,000 | SH | SOLE | 8,800,000 | 0 | 0 | ||
| MARINUS PHARMACEUTICALS INC | Common | 56854Q200 | 38,432 | 3,235,000 | SH | SOLE | 3,235,000 | 0 | 0 | ||
| MERSANA THERAPEUTICS INC | Common | 59045L106 | 42,296 | 6,800,000 | SH | SOLE | 6,800,000 | 0 | 0 | ||
| MIRATI THERAPEUTICS INC | Common | 60468T105 | 744,452 | 5,075,000 | SH | SOLE | 5,075,000 | 0 | 0 | ||
| MONTE ROSA THERAPEUTICS INC | Common | 61225M102 | 67,619 | 3,311,434 | SH | SOLE | 3,311,434 | 0 | 0 | ||
| NUVALENT INC | Common | 670703107 | 18,431 | 1,102,671 | SH | SOLE | 1,102,671 | 0 | 0 | ||
| PMV PHARMACEUTICALS INC | Common | 69353Y103 | 33,842 | 1,465,000 | SH | SOLE | 1,465,000 | 0 | 0 | ||
| PRAXIS PRECISION MEDICINES INC | Common | 74006W108 | 35,066 | 1,780,000 | SH | SOLE | 1,780,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | Common | 803607100 | 281,406 | 3,125,000 | SH | SOLE | 3,125,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | Common | 803607100 | 2,910 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| SPDR SERIES TRUST - S&P BIOTECH | ETF | 78464A870 | 117,558 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| SYNDAX PHARMACEUTICALS INC | Common | 87164F105 | 47,611 | 2,175,000 | SH | SOLE | 2,175,000 | 0 | 0 | ||
| TANGO THERAPEUTICS INC | Common | 87583X109 | 16,957 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP | Common | 91307C102 | 655,803 | 3,035,000 | SH | SOLE | 3,035,000 | 0 | 0 | ||
| XENON PHARMACEUTICALS INC | Common | 98420N105 | 155,731 | 4,985,000 | SH | SOLE | 4,985,000 | 0 | 0 | ||