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
ABBOTT LABORATORIES COM 002824100 18,148 200,000 SH SOLE 200,000 0 0
ARDELYX INC COM 039697107 2,726 534,523 SH SOLE 534,523 0 0
BIOGEN INC COM 09062X103 4,321 20,000 SH SOLE 20,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 30,028 524,786 SH SOLE 524,786 0 0
BIONTECH SE-ADR COM 09075V102 5,539 59,523 SH SOLE 59,523 0 0
EMBECTA CORP COM 29082K105 3,701 1,135,340 SH SOLE 1,135,340 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 41,788 2,866,138 SH SOLE 2,866,138 0 0
EVOLUS INC COM 30052C107 1,096 157,985 SH SOLE 157,985 0 0
EXELIXIS INC COM 30161Q104 20,169 370,693 SH SOLE 370,693 0 0
GSK PLC-SPON ADR COM 37733W204 5,071 96,729 SH SOLE 96,729 0 0
INMODE LTD COM M5425M103 1,768 120,942 SH SOLE 120,942 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 40,439 167,816 SH SOLE 167,816 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,741 6,000 SH SOLE 6,000 0 0
SANOFI-ADR COM 80105N105 13,820 323,946 SH SOLE 323,946 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 13,054 280,681 SH SOLE 280,681 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 13,051 390,879 SH SOLE 390,879 0 0
UNITED THERAPEUTICS CORP COM 91307C102 37,539 69,282 SH SOLE 69,282 0 0
VANDA PHARMACEUTICALS INC COM 921659108 7,224 1,180,388 SH SOLE 1,180,388 0 0