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 |
| ALKERMES PLC | SHS | G01767105 | 15,577,138 | 297,302 | SH | SOLE | 297,302 | 0 | 0 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | 70,897,400 | 76,417 | SH | SOLE | 76,417 | 0 | 0 | ||
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | 28,314,462 | 106,158 | SH | SOLE | 106,158 | 0 | 0 | ||
| ATAIBECKLEY INC | COM SHS | 04650F101 | 9,008,322 | 1,709,359 | SH | SOLE | 1,709,359 | 0 | 0 | ||
| AVALO THERAPEUTICS INC | COM NEW | 05338F306 | 4,344,519 | 235,093 | SH | SOLE | 235,093 | 0 | 0 | ||
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | 15,922,533 | 65,051 | SH | SOLE | 65,051 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 35,743,961 | 624,676 | SH | SOLE | 624,676 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 15,755,920 | 369,164 | SH | SOLE | 369,164 | 0 | 0 | ||
| COMPASS PATHWAYS PLC | SPONSORED ADS | 20451W101 | 29,155,042 | 2,060,427 | SH | SOLE | 2,060,427 | 0 | 0 | ||
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | 12,803,413 | 131,344 | SH | SOLE | 131,344 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 2,391,663 | 1,994 | SH | SOLE | 1,994 | 0 | 0 | ||
| FORTREA HLDGS INC | COMMON STOCK | 34965K107 | 20,554,168 | 1,181,274 | SH | SOLE | 1,181,274 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 45,111,771 | 300,685 | SH | SOLE | 300,685 | 0 | 0 | ||
| ICON PUB LTD CO | SHS | G4705A100 | 53,527,521 | 308,143 | SH | SOLE | 308,143 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 32,952,828 | 187,413 | SH | SOLE | 187,413 | 0 | 0 | ||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 1,470,025 | 46,300 | SH | SOLE | 46,300 | 0 | 0 | ||
| INSMED INC | COM PAR $.01 | 457669307 | 40,955,941 | 384,130 | SH | SOLE | 384,130 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,745,815 | 4,390 | SH | SOLE | 4,390 | 0 | 0 | ||
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 15,428,010 | 194,577 | SH | SOLE | 194,577 | 0 | 0 | ||
| KYMERA THERAPEUTICS INC | COM | 501575104 | 19,052,191 | 166,148 | SH | SOLE | 166,148 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 4,301,668 | 15,847 | SH | SOLE | 15,847 | 0 | 0 | ||
| PERCEPTIVE CAP SOLUTIONS COR | CL A ORD SHS | G70077105 | 410,024 | 37,686 | SH | SOLE | 37,686 | 0 | 0 | ||
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 30,439,311 | 248,322 | SH | SOLE | 248,322 | 0 | 0 | ||
| REVOLUTION MEDICINES INC | COM | 76155X100 | 22,538,399 | 120,346 | SH | SOLE | 120,346 | 0 | 0 | ||
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | 30,539,960 | 555,272 | SH | SOLE | 555,272 | 0 | 0 | ||
| TEMPUS AI INC | CL A | 88023B103 | 14,845,663 | 256,269 | SH | SOLE | 256,269 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 29,520,800 | 884,121 | SH | SOLE | 884,121 | 0 | 0 | ||