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 |
| ALECTOR INC | COM | 014442107 | 1,809,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ALUMIS INC | COM | 022307102 | 3,658,200 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | 2,011,520 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| BEAM THERAPEUTICS INC | COM | 07373V105 | 16,347,920 | 476,338 | SH | SOLE | 476,338 | 0 | 0 | ||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 5,200,000 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 2,689,340 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | 36,837,900 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
| COGENT BIOSCIENCES INC | COM | 19240Q201 | 45,307,638 | 1,170,740 | SH | SOLE | 1,170,740 | 0 | 0 | ||
| CULLINAN THERAPEUTICS INC | COM | 230031106 | 12,564,900 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| CYTOMX THERAPEUTICS INC. | COM | 23284F105 | 17,062,500 | 4,550,000 | SH | SOLE | 4,550,000 | 0 | 0 | ||
| DBV TECHNOLOGIES S A | SPONSORED ADS | 23306J309 | 4,346,000 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| DESIGN THERAPEUTICS INC | COM | 25056L103 | 1,561,313 | 107,900 | SH | SOLE | 107,900 | 0 | 0 | ||
| ENGENE THERAPEUTICS INC | COM | 29286X101 | 363,300 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 2,576,290 | 81,143 | SH | SOLE | 81,143 | 0 | 0 | ||
| INSMED INC | COM PAR $.01 | 457669307 | 6,930,300 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| KRYSTAL BIOTECH INC | COM | 501147102 | 8,176,740 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 16,478,033 | 570,569 | SH | SOLE | 570,569 | 0 | 0 | ||
| MBX BIOSCIENCES INC | COM | 55287L101 | 5,023,200 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | ||
| NURIX THERAPEUTICS INC | COM | 67080M103 | 11,159,600 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| PHARVARIS N V | COM | N69605108 | 18,180,435 | 525,750 | SH | SOLE | 525,750 | 0 | 0 | ||
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 4,658,040 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| RELAY THERAPEUTICS INC | COM | 75943R102 | 27,415,370 | 1,465,279 | SH | SOLE | 1,465,279 | 0 | 0 | ||
| SEPTERNA INC | COM | 81734D104 | 1,655,880 | 49,444 | SH | SOLE | 49,444 | 0 | 0 | ||
| SUMMIT THERAPEUTICS INC | COM | 86627T108 | 7,194,957 | 493,820 | SH | SOLE | 493,820 | 0 | 0 | ||
| SUPERNUS PHARMACEUTICALS | COM | 868459108 | 3,255,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SUTRO BIOPHARMA INC | COM SHS | 869367201 | 1,063,628 | 32,037 | SH | SOLE | 32,037 | 0 | 0 | ||
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 40,550,300 | 1,855,000 | SH | SOLE | 1,855,000 | 0 | 0 | ||
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | 16,622,606 | 292,600 | SH | SOLE | 292,600 | 0 | 0 | ||
| TYRA BIOSCIENCES INC | COM | 90240B106 | 638,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 8,127,450 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| UROGEN PHARMA LTD | COM | M96088105 | 4,416,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| VAXCYTE INC | COM | 92243G108 | 26,294,524 | 452,340 | SH | SOLE | 452,340 | 0 | 0 | ||
| VERA THERAPEUTICS INC | CL A | 92337R101 | 18,730,987 | 436,518 | SH | SOLE | 436,518 | 0 | 0 | ||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 18,093,182 | 984,931 | SH | SOLE | 984,931 | 0 | 0 | ||
| WAVE LIFE SCIENCES LTD | SHS | Y95308105 | 1,033,285 | 177,846 | SH | SOLE | 177,846 | 0 | 0 | ||