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
Aerovate Therapeutics Inc COM 008064107 58,748 3,758,686 SH   SOLE   3,758,686 0 0
Akouos Inc COM 00973J101 7,106 1,515,074 SH   SOLE   1,515,074 0 0
Ascendis Pharma A/S SPONSORED ADR 04351P101 46,464 499,824 SH   SOLE   499,824 0 0
Bolt Biotherapeutics Inc COM 097702104 5,619 2,754,437 SH   SOLE   2,754,437 0 0
Cincor Pharma Inc COM 17240Y109 105,013 5,573,949 SH   SOLE   5,573,949 0 0
Fusion Pharmaceuticals Inc COM 36118A100 194 78,066 SH   SOLE   78,066 0 0
Galera Therapeutics Inc COM 36338D108 4,009 3,083,712 SH   SOLE   3,083,712 0 0
Inozyme Pharm Inc COM 45790W108 17,436 3,655,308 SH   SOLE   3,655,308 0 0
Karuna Therapeutics Inc COM 48576A100 262,185 2,072,441 SH   SOLE   2,072,441 0 0
Natera Inc COM 632307104 109,884 3,100,560 SH   SOLE   3,100,560 0 0
Nextcure Inc COM 65343E108 12,558 2,671,856 SH   SOLE   2,671,856 0 0
Nucana Biomed Ordinary Shares GB00BYWYV 1,740 2,400,000 SH   SOLE   2,400,000 0 0
Nucana Biomed SPONSORED ADR 67022C106 4,060 5,599,999 SH   SOLE   5,599,999 0 0
ObsEva SA COM H5861P103 7,647 4,749,623 SH   SOLE   4,749,623 0 0
PDS Biotechnology Corporation COM 70465T107 521 142,635 SH   SOLE   142,635 0 0
Synlogic Inc COM 87166L100 661 574,972 SH   SOLE   574,972 0 0
Vera Therapeutics Inc CL A 92337R101 43,299 3,181,442 SH   SOLE   3,181,442 0 0
Y-mAbs Therapeutics Inc COM 984241109 33,199 2,194,278 SH   SOLE   2,194,278 0 0
Adicet Bio Inc COM 007002108 7,568 518,379 SH   SOLE   518,379 0 0
Agenus Inc COM 00847G705 1,848 952,742 SH   SOLE   952,742 0 0
Amylyx Pharmaceuticals Inc COM 03237H101 3,609 187,381 SH   SOLE   187,381 0 0
argenx SE SPONSORED ADR 04016X101 5,683 15,000 SH   SOLE   15,000 0 0
AstraZeneca PLC SPONSORED ADR 046353108 20,902 316,360 SH   SOLE   316,360 0 0
Biomarin Pharmaceutical Inc COM 09061G101 24,994 301,605 SH   SOLE   301,605 0 0
Celldex Therapeutics Inc COM 15117B202 1,302 48,304 SH   SOLE   48,304 0 0
ChemoCentryx Inc COM 16383L106 6,195 250,000 SH Call SOLE   250,000 0 0
ChemoCentryx Inc COM 16383L106 15,776 636,659 SH   SOLE   636,659 0 0
Chinook Therapeutics Inc COM 16961L106 4,838 276,609 SH   SOLE   276,609 0 0
CTI Biopharma Corp COM 12648L601 16,146 2,704,510 SH   SOLE   2,704,510 0 0
Cytokinetics Inc COM 23282W605 12,603 320,780 SH   SOLE   320,780 0 0
Dexcom Inc COM 252131107 14,093 189,092 SH   SOLE   189,092 0 0
Geron Corp COM 374163103 4,327 2,791,630 SH   SOLE   2,791,630 0 0
Geron Corp COM 374163103 1,550 1,000,000 SH Call SOLE   1,000,000 0 0
Health Care Select Sector SPDR Fund SIB HEALTHCARE 81369Y209 38,472 300,000 SH Put SOLE   300,000 0 0
Horizon Therapeutics PLC SHS G46188101 8,000 100,297 SH   SOLE   100,297 0 0
Immatics NV SHS N44445109 11,272 1,294,103 SH   SOLE   1,294,103 0 0
ImmunoGen Inc COM 45253H101 5,134 1,140,788 SH   SOLE   1,140,788 0 0
Inhibrx Inc COM 45720L107 1,679 147,935 SH   SOLE   147,935 0 0
Insmed Inc COM PAR $.01 457669307 145 7,370 SH   SOLE   7,370 0 0
iRhythm Technologies Inc COM 450056106 15,350 142,091 SH   SOLE   142,091 0 0
Iveric Bio Inc COM 46583P102 6,282 653,047 SH   SOLE   653,047 0 0
Jounce Therapeutics Inc COM 481116101 2,975 981,928 SH   SOLE   981,928 0 0
Karuna Therapeutics Inc COM 48576A100 86 683 SH   SOLE   683 0 0
Merck & Co Inc COM 58933Y105 32,909 360,961 SH   SOLE   360,961 0 0
Natera Inc COM 632307104 85 2,400 SH   SOLE   2,400 0 0
Novo-Nordisk A S ADR 670100205 30,518 273,873 SH   SOLE   273,873 0 0
Prometheus Biosciences Inc COM 74349U108 10,908 386,395 SH   SOLE   386,395 0 0
Protagonist Therapeutics Inc COM 74366E102 791 100,000 SH Call SOLE   100,000 0 0
Reata Pharmaceuticals Inc CL A 75615P103 23,821 783,851 SH   SOLE   783,851 0 0
Regenxbio Inc COM 75901B107 19,183 776,624 SH   SOLE   776,624 0 0
Sanofi SA SPONSORED ADR 80105N105 14,118 282,200 SH   SOLE   282,200 0 0
Sarepta Therapeutics Inc COM 803607100 9,838 131,245 SH   SOLE   131,245 0 0
Seagen Inc COM 81181C104 4,936 27,894 SH   SOLE   27,894 0 0
SPDR S&P Biotech ETF S&P BIOTECH 78464A870 14,854 200,000 SH Put SOLE   200,000 0 0
SPDR S&P Biotech ETF S&P BIOTECH 78464A870 14,854 200,000 SH Put SOLE   200,000 0 0
Syndax Pharmaceuticals Inc COM 87164F105 7,954 413,428 SH   SOLE   413,428 0 0
Travere Therapeutics Inc COM 89422G107 5,151 212,593 SH   SOLE   212,593 0 0
United Therapeutics Corp COM 91307C102 25,067 106,379 SH   SOLE   106,379 0 0
Vertex Pharmaceuticals Inc COM 92532F100 21,066 74,758 SH   SOLE   74,758 0 0
Xencor Inc COM 98401F105 4,329 158,164 SH   SOLE   158,164 0 0
Zentalis Pharmaceuticals Inc COM 98943L107 9,228 328,397 SH   SOLE   328,397 0 0