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 | COM | 004225108 | 12,300 | 751,804 | SH | SOLE | 751,804 | 0 | 0 | ||
| ALLAKOS INC | COM | 01671P100 | 901 | 147,189 | SH | SOLE | 147,189 | 0 | 0 | ||
| AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 6,087 | 5,584,837 | SH | SOLE | 5,584,837 | 0 | 0 | ||
| ANNEXON INC | COM | 03589W102 | 20,756 | 3,358,563 | SH | SOLE | 3,358,563 | 0 | 0 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | 25,958 | 73,526 | SH | SOLE | 73,526 | 0 | 0 | ||
| ASTRIA THERAPEUTICS INC | COM | 04635X102 | 8,242 | 911,736 | SH | SOLE | 911,736 | 0 | 0 | ||
| AXSOME THERAPEUTICS INC | COM | 05464T104 | 84,628 | 1,896,647 | SH | SOLE | 1,896,647 | 0 | 0 | ||
| AXSOME THERAPEUTICS INC | COM | 05464T904 | 26,772 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| BEIGENE LTD | SPONSORED ADR | 07725L102 | 11,648 | 86,400 | SH | SOLE | 86,400 | 0 | 0 | ||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 32,043 | 2,543,107 | SH | SOLE | 2,543,107 | 0 | 0 | ||
| BIOHAVEN PHARMACTL HLDG CO | COM | G11196105 | 30,951 | 204,743 | SH | SOLE | 204,743 | 0 | 0 | ||
| COGENT BIOSCIENCES INC | COM | 19240Q201 | 41,164 | 2,758,975 | SH | SOLE | 2,758,975 | 0 | 0 | ||
| DBV TECHNOLOGIES SA | SPONSORED ADR | 23306J101 | 12,505 | 7,064,964 | SH | SOLE | 7,064,964 | 0 | 0 | ||
| ENANTA PHARMACEUTICALS INC | COM | 29251M106 | 24,341 | 469,264 | SH | SOLE | 469,264 | 0 | 0 | ||
| INSMED INC | COM PAR $.01 | 457669307 | 28,785 | 1,336,368 | SH | SOLE | 1,336,368 | 0 | 0 | ||
| INSTIL BIO INC | COM | 45783C101 | 3,262 | 673,905 | SH | SOLE | 673,905 | 0 | 0 | ||
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 3,732 | 389,588 | SH | SOLE | 389,588 | 0 | 0 | ||
| KEROS THERAPEUTICS INC | COM | 492327101 | 10,251 | 272,498 | SH | SOLE | 272,498 | 0 | 0 | ||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 30,057 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| NUVALENT INC | COM | 670703107 | 40,433 | 2,079,863 | SH | SOLE | 2,079,863 | 0 | 0 | ||
| OLEMA PHARMACEUTICALS INC | COM | 68062P106 | 3,399 | 1,231,566 | SH | SOLE | 1,231,566 | 0 | 0 | ||
| POINT BIOPHARMA GLOBAL INC | COM | 730541109 | 21,906 | 2,833,950 | SH | SOLE | 2,833,950 | 0 | 0 | ||
| TERNS PHARMACEUTICALS INC | COM | 880881107 | 12,075 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| TREVI THERAPEUTICS INC | COM | 89532M101 | 8,773 | 5,696,515 | SH | SOLE | 5,696,515 | 0 | 0 | ||
| TYRA BIOSCIENCES INC | COM | 90240B106 | 12,455 | 1,416,998 | SH | SOLE | 1,416,998 | 0 | 0 | ||
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | 27,379 | 2,678,982 | SH | SOLE | 2,678,982 | 0 | 0 | ||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 28,091 | 1,369,623 | SH | SOLE | 1,369,623 | 0 | 0 | ||