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
ACLARIS THERAPEUTICS INC COM 00461U105 53,437,500 14,250,000 SH SOLE 0 0 14,250,000
ATEA PHARMACEUTICALS INC COM 04683R106 37,975,575 7,058,657 SH SOLE 0 0 7,058,657
CONNECT BIOPHARMA HLDGS LTD SHS G23549101 1,071,284 408,887 SH SOLE 0 0 408,887
IMAGENEBIO INC COM 45175G207 1,003,650 200,730 SH SOLE 0 0 200,730
JANUX THERAPEUTICS INC COM 47103J105 2,153,958 154,961 SH SOLE 0 0 154,961
KRAFT HEINZ CO COM 500754106 2,811,250 125,000 SH SOLE 0 0 125,000
CARMAX INC COM 143130102 6,444,900 155,000 SH SOLE 0 0 155,000
KEZAR LIFE SCIENCES INC COM NEW 49372L209 5,348,240 720,787 SH SOLE 0 0 720,787
OUTSET MED INC COM NEW 690145206 7,304,452 1,902,201 SH SOLE 0 0 1,902,201
ORAMED PHARMACEUTICALS INC COM NEW 68403P203 10,768,585 3,167,231 SH SOLE 0 0 3,167,231
PLIANT THERAPEUTICS INC COM 729139105 1,948,133 1,546,137 SH SOLE 0 0 1,546,137
PMV PHARMACEUTICALS INC COM 69353Y103 6,596,800 5,320,000 SH SOLE 0 0 5,320,000
TARGET CORP COM 87612E106 4,545,000 37,500 SH SOLE 0 0 37,500
INSTIL BIO INC COM NEW 45783C200 5,319,744 645,600 SH SOLE 0 0 645,600
TILLYS INC CL A 886885102 8,707,500 2,150,000 SH SOLE 0 0 2,150,000
WALMART INC PUT 931142103 329,138 335 SH Put SOLE 0 0 335