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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 9,338 4,059,894 SH   SOLE   4,059,894 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 34,273 1,177,374 SH   SOLE   1,177,374 0 0
AMAZON COM INC COM 023135106 147,095 45,122 SH   SOLE   45,122 0 0
AMBRX BIOPHARMA INC SPONSORED ADS 02290A102 6,146 1,491,832 SH   SOLE   1,491,832 0 0
AMERISOURCEBERGEN CORP COM 03073E105 59,275 383,138 SH   SOLE   383,138 0 0
ARCELLX INC COMMON STOCK 03940C100 21,493 1,533,059 SH   SOLE   1,533,059 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 4,268 344,755 SH   SOLE   344,755 0 0
BATH & BODY WORKS INC COM 070830104 49,647 1,038,630 SH   SOLE   1,038,630 0 0
BCLS ACQUISITION CORP COM CL A G0904B105 1,974 200,000 SH   SOLE   200,000 0 0
BENITEC BIOPHARMA INC COM 08205P100 1,796 769,000 SH   SOLE   769,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 7,308 61,631 SH   SOLE   61,631 0 0
BOLT BIOTHERAPEUTICS INC COM 097702104 6,111 2,230,250 SH   SOLE   2,230,250 0 0
CANO HEALTH INC *W EXP 06/03/202 13781Y111 1,065 674,066 SH   SOLE   674,066 0 0
CANO HEALTH INC COM CL A 13781Y103 23,295 3,668,478 SH   SOLE   3,668,478 0 0
CENTENE CORP DEL COM 15135B101 100,793 1,197,206 SH   SOLE   1,197,206 0 0
CHIMERIX INC COM 16934W106 12,671 2,766,619 SH   SOLE   2,766,619 0 0
CHINOOK THERAPEUTICS INC COM 16961L106 23,464 1,434,200 SH   SOLE   1,434,200 0 0
DANAHER CORPORATION COM 235851102 68,220 232,570 SH   SOLE   232,570 0 0
DECIBEL THERAPEUTICS INC COM 24343R106 801 263,600 SH   SOLE   263,600 0 0
DECKERS OUTDOOR CORP COM 243537107 39,006 142,477 SH   SOLE   142,477 0 0
ENTRADA THERAPEUTICS INC COM 29384C108 995 106,000 SH   SOLE   106,000 0 0
EUCRATES BIOMEDICAL ACQU COR SHS G3141W106 984 99,999 SH   SOLE   99,999 0 0
EUCRATES BIOMEDICAL ACQU COR *W EXP 10/23/202 G3141W122 6 33,333 SH   SOLE   33,333 0 0
EUROPEAN BIOTECH ACQUTN CORP *W EXP 03/06/202 G3167F128 20 100,000 SH   SOLE   100,000 0 0
EUROPEAN BIOTECH ACQUTN CORP CLASS A ORD SHS G3167F102 2,922 300,000 SH   SOLE   300,000 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209 35,349 2,909,407 SH   SOLE   2,909,407 0 0
FRAZIER LIFESCIENCES ACQU CO CL A SHS G3710A105 860 87,498 SH   SOLE   87,498 0 0
FRAZIER LIFESCIENCES ACQU CO *W EXP 11/30/202 G3710A113 7 29,166 SH   SOLE   29,166 0 0
FULCRUM THERAPEUTICS INC COM 359616109 61,807 2,613,412 SH   SOLE   2,613,412 0 0
GEMINI THERAPEUTICS INC COM 36870G105 3,297 2,372,267 SH   SOLE   2,372,267 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 74,337 2,284,496 SH   SOLE   2,284,496 0 0
HERON THERAPEUTICS INC COM 427746102 16,411 2,869,048 SH   SOLE   2,869,048 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 55,037 362,703 SH   SOLE   362,703 0 0
HUMANA INC COM 444859102 82,198 188,888 SH   SOLE   188,888 0 0
IMMUNEERING CORP CLASS A COM 45254E107 1,294 200,000 SH   SOLE   200,000 0 0
INFLARX NV COM N44821101 6,012 3,285,000 SH   SOLE   3,285,000 0 0
INOZYME PHARMA INC COM 45790W108 4,144 1,013,216 SH   SOLE   1,013,216 0 0
INSMED INC COM PAR $.01 457669307 30,983 1,318,432 SH   SOLE   1,318,432 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101 93,738 1,531,923 SH   SOLE   1,531,923 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 6,763 406,200 SH   SOLE   406,200 0 0
IQVIA HLDGS INC COM 46266C105 89,411 386,710 SH   SOLE   386,710 0 0
JOHNSON & JOHNSON COM 478160104 73,605 415,310 SH   SOLE   415,310 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 25,740 1,746,300 SH   SOLE   1,746,300 0 0
KEZAR LIFE SCIENCES INC COM 49372L100 23,433 1,409,956 SH   SOLE   1,409,956 0 0
KURA ONCOLOGY INC COM 50127T109 62,600 3,893,019 SH   SOLE   3,893,019 0 0
LAS VEGAS SANDS CORP COM 517834107 88,440 2,275,282 SH   SOLE   2,275,282 0 0
LAUDER ESTEE COS INC CL A 518439104 101,432 372,475 SH   SOLE   372,475 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200 25,862 2,766,000 SH   SOLE   2,766,000 0 0
MARQETA INC CLASS A COM 57142B104 44,711 4,049,950 SH   SOLE   4,049,950 0 0
MARRIOTT INTL INC NEW CL A 571903202 54,349 309,240 SH   SOLE   309,240 0 0
MASTERCARD INCORPORATED CL A 57636Q104 68,239 190,943 SH   SOLE   190,943 0 0
MCKESSON CORP COM 58155Q103 29,995 97,980 SH   SOLE   97,980 0 0
MEIRAGTX HLDGS PLC COM G59665102 479 34,600 SH   SOLE   34,600 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 10,239 9,142,067 SH   SOLE   9,142,067 0 0
MICROSOFT CORP COM 594918104 183,675 595,747 SH   SOLE   595,747 0 0
MIRATI THERAPEUTICS INC COM 60468T105 41,959 510,331 SH   SOLE   510,331 0 0
MOLECULAR PARTNERS AG ADS 60853G106 8,220 400,000 SH   SOLE   400,000 0 0
NATERA INC COM 632307104 23,784 584,660 SH   SOLE   584,660 0 0
OMEGA ALPHA SPAC CL A G6749V107 2,946 300,000 SH   SOLE   300,000 0 0
OPY ACQUISITION CORP I UNIT 09/22/2026 671005205 1,999 200,000 SH   SOLE   200,000 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 2,353 440,696 SH   SOLE   440,696 0 0
OTIS WORLDWIDE CORP COM 68902V107 99,841 1,297,480 SH   SOLE   1,297,480 0 0
OTONOMY INC COM 68906L105 7,546 3,144,196 SH   SOLE   3,144,196 0 0
PHARVARIS N V COM N69605108 15,007 827,540 SH   SOLE   827,540 0 0
POINT BIOPHARMA GLOBAL INC COM 730541109 24,025 3,014,408 SH   SOLE   3,014,408 0 0
RESEARCH ALLIANCE CORP II COM CL A 760873109 4,885 500,000 SH   SOLE   500,000 0 0
RH COM 74967X103 59,295 181,835 SH   SOLE   181,835 0 0
ROIVANT SCIENCES LTD SHS G76279101 3,367 681,528 SH   SOLE   681,528 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 78,918 2,025,610 SH   SOLE   2,025,610 0 0
S&P GLOBAL INC COM 78409V104 84,809 206,760 SH   SOLE   206,760 0 0
SCHWAB CHARLES CORP COM 808513105 82,859 982,790 SH   SOLE   982,790 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 52,963 692,868 SH   SOLE   692,868 0 0
SIO GENE THERAPIES INC COMMON 829399104 3,962 5,914,000 SH   SOLE   5,914,000 0 0
SOLID BIOSCIENCES INC COM 83422E105 8,670 7,224,860 SH   SOLE   7,224,860 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 22,197 164,970 SH   SOLE   164,970 0 0
SUTRO BIOPHARMA INC COM 869367102 30,680 3,732,400 SH   SOLE   3,732,400 0 0
TAPESTRY INC COM 876030107 86,192 2,320,100 SH   SOLE   2,320,100 0 0
TERNS PHARMACEUTICALS INC COM 880881107 3,679 1,238,800 SH   SOLE   1,238,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 67,966 115,069 SH   SOLE   115,069 0 0
TURMERIC ACQUISITION CORP CL A G9127T108 1,970 200,000 SH   SOLE   200,000 0 0
TURMERIC ACQUISITION CORP *W EXP 10/08/202 G9127T124 22 66,666 SH   SOLE   66,666 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 38,133 525,100 SH   SOLE   525,100 0 0
UNION PAC CORP COM 907818108 167,649 613,628 SH   SOLE   613,628 0 0
UNITEDHEALTH GROUP INC COM 91324P102 122,901 240,997 SH   SOLE   240,997 0 0
VISA INC COM CL A 92826C839 97,133 437,990 SH   SOLE   437,990 0 0
WYNN RESORTS LTD COM 983134107 29,190 366,060 SH   SOLE   366,060 0 0
XENON PHARMACEUTICALS INC COM 98420N105 21,154 692,000 SH   SOLE   692,000 0 0