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 14,311,324 107,394 SH SOLE 107,394 0 0
ADC THERAPEUTICS SA SHS H0036K147 8,372,481 7,824,749 SH SOLE 7,824,749 0 0
ALKERMES PLC SHS G01767105 20,664,012 394,389 SH SOLE 394,389 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 29,525,022 98,080 SH SOLE 98,080 0 0
AN2 THERAPEUTICS INC COM 037326105 2,297,248 474,638 SH SOLE 474,638 0 0
BOSTON SCIENTIFIC CORP COM 101137107 54,215,252 1,270,273 SH SOLE 1,270,273 0 0
CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301 6,097,000 650,000 SH SOLE 650,000 0 0
COYA THERAPEUTICS INC COMMON STOCK 22407B108 994,500 170,000 SH SOLE 170,000 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 14,020,002 374,666 SH SOLE 374,666 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 3,854,398 459,952 SH SOLE 459,952 0 0
EVERFORTH INC COM 00191U102 1,206,225 67,500 SH SOLE 67,500 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 5,869,575 85,500 SH SOLE 85,500 0 0
ICU MED INC COM 44930G107 7,476,600 51,000 SH SOLE 51,000 0 0
IMMUNEERING CORP CLASS A COM 45254E107 183,936 36,861 SH SOLE 36,861 0 0
INSMED INC COM PAR $.01 457669307 40,047,432 375,609 SH SOLE 375,609 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,760,560 17,000 SH SOLE 17,000 0 0
IRHYTHM HOLDINGS INC COM 450056106 19,686,225 165,500 SH SOLE 165,500 0 0
JANUX THERAPEUTICS INC COM 47103J105 58,436,828 3,804,481 SH SOLE 3,804,481 0 0
KURA ONCOLOGY INC COM 50127T109 22,180,945 2,021,964 SH SOLE 2,021,964 0 0
LAKEFRONT BIOTHERAPEUTICS NV SPON ADR 36315X101 61,259,453 2,043,344 SH SOLE 2,043,344 0 0
MEIRAGTX HLDGS PLC COM G59665102 1,215,900 90,000 SH SOLE 90,000 0 0
MINERALYS THERAPEUTICS INC COM 603170101 12,135,469 449,795 SH SOLE 449,795 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 56,546,100 810,000 SH SOLE 810,000 0 0
ONKURE THERAPEUTICS INC COM CL A 68277Q105 4,464,204 978,992 SH SOLE 978,992 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 5,676,915 270,716 SH SOLE 270,716 0 0
ORTHOPEDIATRICS CORP COM 68752L100 3,012,975 157,500 SH SOLE 157,500 0 0
PFIZER INC COM 717081103 3,259,613 135,366 SH SOLE 135,366 0 0
PLIANT THERAPEUTICS INC COM 729139105 1,562,066 1,370,233 SH SOLE 1,370,233 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 6,057,514 268,269 SH SOLE 268,269 0 0
REIN THERAPEUTICS INC COM NEW 00887A204 1,144,000 1,100,000 SH SOLE 1,100,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 2,394,000 700,000 SH SOLE 700,000 0 0
SHATTUCK LABS INC COM 82024L103 41,347,666 5,957,877 SH SOLE 5,957,877 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 26,232,000 1,200,000 SH SOLE 1,200,000 0 0
TECTONIC THERAPEUTIC INC COM 878972108 1,365,753 39,731 SH SOLE 39,731 0 0
VEEVA SYS INC CL A COM 922475108 18,847,314 106,200 SH SOLE 106,200 0 0
ZYMEWORKS INC COM 98985Y108 17,629,705 674,434 SH SOLE 674,434 0 0