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
Expires: July 31, 2015
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
ABIVAX SA SPONSORED ADS 00370M103 671,272 87,748 SH SOLE 87,748 0 0
ADC THERAPEUTICS SA SHS H0036K147 759,206 283,286 SH SOLE 283,286 0 0
AKERO THERAPEUTICS INC COM 00973Y108 6,231,327 116,779 SH SOLE 103,519 0 13,260
ALKERMES PLC SHS G01767105 10,042,498 351,124 SH SOLE 311,699 0 39,425
APOGEE THERAPEUTICS INC COM 03770N101 3,668,358 84,466 SH SOLE 80,733 0 3,733
ARCELLX INC COMMON STOCK 03940C100 13,265,614 201,452 SH SOLE 179,022 0 22,430
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 2,883,521 205,672 SH SOLE 205,672 0 0
BIOHAVEN LTD COM G1110E107 2,465,779 174,754 SH SOLE 155,013 0 19,741
BRIDGEBIO PHARMA INC COM 10806X102 2,358,923 54,630 SH SOLE 54,630 0 0
CENTESSA PHARMACEUTICALS PLC SPONSORED ADS 152309100 16,630,930 1,265,672 SH SOLE 1,106,025 0 159,647
CIDARA THERAPEUTICS INC COM NEW 171757206 12,994,562 266,774 SH SOLE 233,070 0 33,704
DENALI THERAPEUTICS INC COM 24823R105 9,903,731 707,915 SH SOLE 627,782 0 80,133
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209 3,098,280 329,254 SH SOLE 292,149 0 37,105
GERON CORP COM 374163103 9,375,434 6,649,244 SH SOLE 5,795,857 0 853,387
GERON CORP COM 374163103 52,500 300,000 SH Call SOLE 300,000 0 0
GH RESEARCH PLC ORDINARY SHARES G3855L106 1,229,069 100,826 SH SOLE 100,826 0 0
HELIX ACQUISITION CORP II CL A ORD SHS G4444H101 3,290,856 315,812 SH SOLE 315,812 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 3,486,903 165,885 SH SOLE 147,214 0 18,671
IMMUNOVANT INC COM 45258J102 20,813,760 1,300,860 SH SOLE 1,144,352 0 156,508
IMMUNOVANT INC COM 45258J102 310,000 100,000 SH Call SOLE 100,000 0 0
INSMED INC COM PAR $.01 457669307 6,197,210 61,578 SH SOLE 56,866 0 4,712
JANUX THERAPEUTICS INC COM 47103J105 2,077,452 89,933 SH SOLE 89,933 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 4,372,661 386,790 SH SOLE 345,273 0 41,517
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 9,587,411 270,144 SH SOLE 239,573 0 30,571
LENZ THERAPEUTICS INC COM 52635N103 5,390,461 183,912 SH SOLE 163,153 0 20,759
MADRIGAL PHARMACEUTICALS INC COM 558868105 15,947,312 52,694 SH SOLE 47,326 0 5,368
MBX BIOSCIENCES INC COM 55287L101 1,609,050 141,021 SH SOLE 141,021 0 0
MERUS N V COM N5749R100 13,996,544 266,094 SH SOLE 242,250 0 23,844
MIND MEDICINE MINDMED INC COM NEW 60255C885 589,629 90,852 SH SOLE 90,852 0 0
MINERALYS THERAPEUTICS INC COM 603170101 8,551,043 631,586 SH SOLE 551,000 0 80,586
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 2,764,528 152,652 SH SOLE 135,410 0 17,242
NUVALENT INC COM 670703107 4,564,876 59,828 SH SOLE 53,095 0 6,733
ORIC PHARMACEUTICALS INC COM 68622P109 2,037,968 200,785 SH SOLE 200,785 0 0
PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105 1,593,000 150,000 SH SOLE 150,000 0 0
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 1,356,323 32,255 SH SOLE 28,616 0 3,639
PROTAGONIST THERAPEUTICS INC COM 74366E102 926,761 16,770 SH SOLE 16,770 0 0
PROTARA THERAPEUTICS INC COM STK 74365U107 3,465,341 1,143,677 SH SOLE 1,037,402 0 106,275
REGENERON PHARMACEUTICALS COM 75886F107 2,452,800 4,672 SH SOLE 4,672 0 0
REZOLUTE INC COM NEW 76200L309 2,875,157 644,654 SH SOLE 571,445 0 73,209
RHYTHM PHARMACEUTICALS INC COM 76243J105 11,168,959 176,752 SH SOLE 154,251 0 22,501
ROIVANT SCIENCES LTD SHS G76279101 6,782,072 601,781 SH SOLE 601,781 0 0
ROIVANT SCIENCES LTD SHS G76279101 617,625 915,000 SH Call SOLE 915,000 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 18,705,833 528,115 SH SOLE 464,463 0 63,652
SURROZEN INC COM NEW 86889P208 6,137,659 686,539 SH SOLE 633,475 0 53,064
SYNDAX PHARMACEUTICALS INC COM 87164F105 22,219,717 2,372,634 SH SOLE 2,092,432 0 280,202
TANGO THERAPEUTICS INC COM 87583X109 1,069,056 208,800 SH SOLE 208,800 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106 2,781,104 1,203,941 SH SOLE 1,068,258 0 135,683
TECTONIC THERAPEUTIC INC COM 878972108 794,800 40,000 SH SOLE 40,000 0 0
UNIQURE NV SHS N90064101 7,982,253 572,615 SH SOLE 508,220 0 64,395
VERONA PHARMA PLC SPONSORED ADS 925050106 700,554 7,407 SH SOLE 7,407 0 0
VISTAGEN THERAPEUTICS INC COM 92840H400 524,370 616,749 SH SOLE 616,749 0 0
VISTAGEN THERAPEUTICS INC COM 92840H400 3,593,010 1,796,505 SH SOLE 1,520,419 0 276,086
WAVE LIFE SCIENCES LTD SHS Y95308105 5,852,197 900,338 SH SOLE 801,894 0 98,444
ZAI LAB LTD ADR 98887Q104 8,757,817 250,438 SH SOLE 222,039 0 28,399