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 |
| 89BIO INC | Common | 282559103 | 66,285,000 | 6,750,000 | SH | SOLE | 6,750,000 | 0 | 0 | ||
| AKERO THERAPEUTICS INC | Common | 00973Y108 | 186,760,000 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| ALKERMES PLC | Common | G01767105 | 82,969,000 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC. | Common | 03152W109 | 103,140,000 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | ||
| APELLIS PHARMACEUTICALS INC. | Common | 03753U106 | 211,566,663 | 12,222,222 | SH | SOLE | 12,222,222 | 0 | 0 | ||
| ARGENX SE | Sponsored ADR | 04016X101 | 647,683,500 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| ARROWHEAD PHARMACEUTICALS INC. | Common | 04280A100 | 167,480,000 | 10,600,000 | SH | SOLE | 10,600,000 | 0 | 0 | ||
| ASCENDIS PHARMA | Sponsored ADR | 04351P101 | 859,548,000 | 4,980,000 | SH | SOLE | 4,980,000 | 0 | 0 | ||
| AVIDITY BIOSCIENCES INC | Common | 05370A108 | 200,220,000 | 7,050,000 | SH | SOLE | 7,050,000 | 0 | 0 | ||
| BIOCRYST PHARMACEUTICALS INC | Common | 09058V103 | 40,320,000 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | Common | 09627Y109 | 48,067,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADR | 152309100 | 65,700,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| KRYSTAL BIOTECH INC | Common | 501147102 | 365,643,600 | 2,660,000 | SH | SOLE | 2,660,000 | 0 | 0 | ||
| KYMERA THERAPEUTICS INC | Common | 501575104 | 286,084,420 | 6,555,555 | SH | SOLE | 6,555,555 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | Common | 558868105 | 567,450,000 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| MANNKIND CORP | Common | 56400P706 | 21,879,000 | 5,850,000 | SH | SOLE | 5,850,000 | 0 | 0 | ||
| MERUS N V | Common | N5749R100 | 165,982,193 | 3,155,555 | SH | SOLE | 3,155,555 | 0 | 0 | ||
| MONTE ROSA THERAPEUTICS INC | Common | 61225M102 | 16,799,750 | 3,725,000 | SH | SOLE | 3,725,000 | 0 | 0 | ||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 195,880,000 | 4,150,000 | SH | SOLE | 4,150,000 | 0 | 0 | ||
| OCULAR THERAPEUTIX INC | Common | 67576A100 | 68,672,000 | 7,400,000 | SH | SOLE | 7,400,000 | 0 | 0 | ||
| SEPTERNA INC | Common | 81734D104 | 13,080,375 | 1,237,500 | SH | SOLE | 1,237,500 | 0 | 0 | ||
| SOLENO THERAPEUTICS INC | Common | 834203309 | 171,749,000 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| TAYSHA GENE THERAPIES INC | Common | 877619106 | 50,127,000 | 21,700,000 | SH | SOLE | 21,700,000 | 0 | 0 | ||
| TOURMALINE BIO INC | Common | 89157D105 | 40,863,324 | 2,555,555 | SH | SOLE | 2,555,555 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL INC | Common | 90400D108 | 11,998,800 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| UNIQURE NV | Common | N90064101 | 50,532,500 | 3,625,000 | SH | SOLE | 3,625,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP | Common | 91307C102 | 681,019,500 | 2,370,000 | SH | SOLE | 2,370,000 | 0 | 0 | ||
| VERA THERAPEUTICS INC | Common | 92337R101 | 148,428,000 | 6,300,000 | SH | SOLE | 6,300,000 | 0 | 0 | ||
| WHITEHAWK THERAPEUTICS INC | Common | 00032Q104 | 5,328,382 | 2,849,402 | SH | SOLE | 2,849,402 | 0 | 0 | ||
| XENON PHARMACEUTICALS INC | Common | 98420N105 | 169,020,000 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||