The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 | 4,160,127 | 2,849,402 | SH | SOLE | 2,849,402 | 0 | 0 | ||
| ADVERUM BIOTECHNOLOGIES INC | Common | 00773U207 | 2,858,329 | 416,666 | SH | SOLE | 416,666 | 0 | 0 | ||
| ALNYLAM PHARMCEUTICALS INC. | Common | 02043Q107 | 97,200,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC. | Common | 03152W109 | 271,808,000 | 27,400,000 | SH | SOLE | 27,400,000 | 0 | 0 | ||
| APELLIS PHARMACEUTICALS INC. | Common | 03753U106 | 426,222,218 | 11,111,111 | SH | SOLE | 11,111,111 | 0 | 0 | ||
| ARGENX SE | Sponsored ADR | 04016X101 | 532,590,349 | 1,238,467 | SH | SOLE | 1,238,467 | 0 | 0 | ||
| ARROWHEAD PHARMACEUTICALS INC. | Common | 04280A100 | 231,022,199 | 8,888,888 | SH | SOLE | 8,888,888 | 0 | 0 | ||
| ASCENDIS PHARMA | Sponsored ADR | 04351P101 | 572,340,627 | 4,196,661 | SH | SOLE | 4,196,661 | 0 | 0 | ||
| AUTOLUS THERAPEUTICS PLC | Sponsored ADR | 05280R100 | 42,962,959 | 12,345,678 | SH | SOLE | 12,345,678 | 0 | 0 | ||
| AVIDITY BIOSCIENCES INC | Common | 05370A108 | 265,729,250 | 6,505,000 | SH | SOLE | 6,505,000 | 0 | 0 | ||
| BICYCLE THERAPEUTICS PLC | Sponsored ADR | 088786108 | 14,168,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| BIOCRYST PHARMACEUTICALS INC | Common | 09058V103 | 77,682,600 | 12,570,000 | SH | SOLE | 12,570,000 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | Common | 09061G101 | 375,212,059 | 4,557,416 | SH | SOLE | 4,557,416 | 0 | 0 | ||
| CEREVEL THERAPEUTICS HLDNG | Common | 15678U128 | 308,292,077 | 7,539,547 | SH | SOLE | 7,539,547 | 0 | 0 | ||
| CG ONCOLOGY INC | Common | 156944100 | 22,099,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DYNE THERAPEUTICS INC. | Common | 26818M108 | 4,084,853 | 115,751 | SH | SOLE | 115,751 | 0 | 0 | ||
| INTRA-CELLULAR THERAPIES INC | Common | 46116X101 | 205,470,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| IOVANCE BIOTHERAPEUTICS INC | Common | 462260100 | 93,834,000 | 11,700,000 | SH | SOLE | 11,700,000 | 0 | 0 | ||
| KRYSTAL BIOTECH INC | Common | 501147102 | 446,796,120 | 2,433,000 | SH | SOLE | 2,433,000 | 0 | 0 | ||
| KURA ONCOLOGY INC | Common | 50127T109 | 72,919,588 | 3,541,505 | SH | SOLE | 3,541,505 | 0 | 0 | ||
| KYMERA THERAPEUTICS INC | Common | 501575104 | 116,083,307 | 3,888,888 | SH | SOLE | 3,888,888 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | Common | 558868105 | 575,884,289 | 2,055,555 | SH | SOLE | 2,055,555 | 0 | 0 | ||
| MANNKIND CORP | Common | 56400P706 | 45,724,715 | 8,759,524 | SH | SOLE | 8,759,524 | 0 | 0 | ||
| MERUS N V | Common | N5749R100 | 80,175,350 | 1,355,000 | SH | SOLE | 1,355,000 | 0 | 0 | ||
| MONTE ROSA THERAPEUTICS INC | Common | 61225M102 | 16,960,900 | 4,535,000 | SH | SOLE | 4,535,000 | 0 | 0 | ||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 121,796,900 | 2,770,000 | SH | SOLE | 2,770,000 | 0 | 0 | ||
| NEUROGENE INC | Common | 64135M105 | 801,635 | 22,029 | SH | SOLE | 22,029 | 0 | 0 | ||
| OCULAR THERAPEUTIX INC | Common | 67576A100 | 55,130,400 | 8,060,000 | SH | SOLE | 8,060,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | Common | 803607100 | 474,000,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| SOLENO THERAPEUTICS INC | Common | 834203309 | 85,339,973 | 2,091,666 | SH | SOLE | 2,091,666 | 0 | 0 | ||
| SPDR SERIES TRUST - S&P BIOTECH | ETF | 78464A870 | 281,374,850 | 3,035,000 | SH | SOLE | 3,035,000 | 0 | 0 | ||
| SPYRE THERAPEUTICS INC | Common | 00773J202 | 43,238,134 | 1,839,138 | SH | SOLE | 1,839,138 | 0 | 0 | ||
| SYNDAX PHARMACEUTICALS INC | Common | 87164F105 | 79,829,612 | 3,888,437 | SH | SOLE | 3,888,437 | 0 | 0 | ||
| TAYSHA GENE THERAPIES INC | Common | 877619106 | 41,776,000 | 18,650,000 | SH | SOLE | 18,650,000 | 0 | 0 | ||
| TOURMALINE BIO INC | Common | 89157D105 | 28,577,775 | 2,222,222 | SH | SOLE | 2,222,222 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL INC | Common | 90400D108 | 34,113,000 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP | Common | 91307C102 | 910,698,772 | 2,858,888 | SH | SOLE | 2,858,888 | 0 | 0 | ||
| VAXCYTE INC | Common | 92243G108 | 43,418,250 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| VERA THERAPEUTICS INC | Common | 92337R101 | 155,920,966 | 4,309,590 | SH | SOLE | 4,309,590 | 0 | 0 | ||
| VERRICA PHARMACEUTICALS INC | Common | 92511W108 | 29,159,993 | 3,999,999 | SH | SOLE | 3,999,999 | 0 | 0 | ||
| XENON PHARMACEUTICALS INC | Common | 98420N105 | 220,943,307 | 5,666,666 | SH | SOLE | 5,666,666 | 0 | 0 | ||