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
4D MOLECULAR THERAPEUTICS IN COM 35104E100 6,327,302 475,737 SH SOLE 475,737 0 0
ABIVAX SA SPONSORED ADS 00370M103 3,518,064 26,400 SH SOLE 26,400 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 180,756,457 7,144,524 SH SOLE 7,144,524 0 0
AKTIS ONCOLOGY INC COM 01021M104 51,311,546 1,592,043 SH SOLE 1,592,043 0 0
ALKERMES PLC SHS G01767105 87,623,093 1,672,356 SH SOLE 1,672,356 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 6,760,000 3,250,000 SH SOLE 3,250,000 0 0
AQUESTIVE THERAPEUTICS INC COM 03843E104 30,894,119 7,426,471 SH SOLE 7,426,471 0 0
ARGENX SE SPONSORED ADR 04016X101 658,202,715 709,446 SH SOLE 709,446 0 0
ATAIBECKLEY INC COM SHS 04650F101 10,540,000 2,000,000 SH SOLE 2,000,000 0 0
AVALO THERAPEUTICS INC COM NEW 05338F306 3,234,000 175,000 SH SOLE 175,000 0 0
AXOGEN INC COM 05463X106 46,724,695 1,011,576 SH SOLE 1,011,576 0 0
BEAM THERAPEUTICS INC COM 07373V105 19,575,922 570,394 SH SOLE 570,394 0 0
BELITE BIO INC SPONSORED ADS 07782B104 110,150,398 715,332 SH SOLE 715,332 0 0
BETA BIONICS INC COM 08659B102 23,505,000 1,500,000 SH SOLE 1,500,000 0 0
CANDEL THERAPEUTICS INC COM 137404109 66,146,785 6,422,018 SH SOLE 6,422,018 0 0
CAPRICOR THERAPEUTICS INC COM NEW 14070B309 6,020,000 250,000 SH SOLE 250,000 0 0
CASTLE BIOSCIENCES INC COM 14843C105 66,263,290 2,778,335 SH SOLE 2,778,335 0 0
CELCUITY INC COM 15102K100 345,758,952 3,304,903 SH SOLE 3,304,903 0 0
CENTURY THERAPEUTICS INC COM 15673T100 21,304,347 8,695,652 SH SOLE 8,695,652 0 0
CG ONCOLOGY INC COM 156944100 604,961,620 8,514,590 SH SOLE 8,514,590 0 0
COGENT BIOSCIENCES INC COM 19240Q201 89,359,113 2,309,021 SH SOLE 2,309,021 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 151,418,782 10,700,974 SH SOLE 10,700,974 0 0
CRESCENT BIOPHARMA INC. COM G2545C104 6,711,408 372,856 SH SOLE 372,856 0 0
CULLINAN THERAPEUTICS INC COM 230031106 43,054,759 2,364,347 SH SOLE 2,364,347 0 0
CYTOKINETICS INC COM NEW 23282W605 243,814,036 2,862,003 SH SOLE 2,862,003 0 0
DANAHER CORP DEL COM 235851102 43,810,400 230,000 SH SOLE 230,000 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 18,816,000 400,000 SH SOLE 400,000 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 24,181,181 248,063 SH SOLE 248,063 0 0
DISC MEDICINE INC COM 254604101 2,194,200 30,000 SH SOLE 30,000 0 0
ERASCA INC COM 29479A108 328,784,533 17,946,754 SH SOLE 17,946,754 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 227,885,188 2,655,695 SH SOLE 2,655,695 0 0
EVOMMUNE INC COM SHS 30054Y107 19,964,703 1,502,235 SH SOLE 1,502,235 0 0
EXAGEN INC COM 30068X103 906,750 195,000 SH SOLE 195,000 0 0
GH RESEARCH PLC ORDINARY SHARES G3855L106 159,500,947 5,933,815 SH SOLE 5,933,815 0 0
GUARDANT HEALTH INC COM 40131M109 222,199,381 1,481,033 SH SOLE 1,481,033 0 0
HEARTFLOW INC COM 42238D107 8,655,300 295,000 SH SOLE 295,000 0 0
HINGE HEALTH INC CL A 433313103 41,500,000 500,000 SH SOLE 500,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 13,803,690 370,370 SH SOLE 370,370 0 0
IMAGENEBIO INC COM 45175G207 1,973,226 334,445 SH SOLE 334,445 0 0
IMMATICS N.V SHS N44445109 131,144,763 12,946,176 SH SOLE 12,946,176 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 154,616,087 4,869,798 SH SOLE 4,869,798 0 0
IMMUNOVANT INC COM 45258J102 122,442,522 3,177,849 SH SOLE 3,177,849 0 0
INSMED INC COM PAR $.01 457669307 516,347,866 4,842,880 SH SOLE 4,842,880 0 0
IRHYTHM HOLDINGS INC COM 450056106 259,623,957 2,182,631 SH SOLE 2,182,631 0 0
KAILERA THERAPEUTICS INC COMMON STOCK 482931102 237,413,345 10,776,820 SH SOLE 10,776,820 0 0
KALARIS THERAPEUTICS INC COM 482929106 5,291,000 1,300,000 SH SOLE 1,300,000 0 0
KODIAK SCIENCES INC COM 50015M109 57,969,909 1,487,934 SH SOLE 1,487,934 0 0
KYMERA THERAPEUTICS INC COM 501575104 27,520,800 240,000 SH SOLE 240,000 0 0
LARIMAR THERAPEUTICS INC COM 517125100 7,826,297 2,565,999 SH SOLE 2,565,999 0 0
LUMEXA IMAGING HOLDINGS INC COM 550249106 7,332,000 650,000 SH SOLE 650,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 1,070,510,235 1,993,687 SH SOLE 1,993,687 0 0
MAZE THERAPEUTICS INC COM 578784100 6,326,080 212,000 SH SOLE 212,000 0 0
MEDLINE INC COM CL A 58507V107 2,760,800 70,000 SH SOLE 70,000 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 10,496,670 7,833,336 SH SOLE 7,833,336 0 0
NATERA INC COM 632307104 271,450,000 1,000,000 SH SOLE 1,000,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 213,689,740 1,267,925 SH SOLE 1,267,925 0 0
NEUROGENE INC COM 64135M105 42,849,241 1,362,456 SH SOLE 1,362,456 0 0
OCUGEN INC COM 67577C105 10,199,999 6,666,666 SH SOLE 6,666,666 0 0
ORCHESTRA BIOMED HLDGS INC COM 68572M106 41,234,412 9,556,063 SH SOLE 9,556,063 0 0
ORUKA THERAPEUTICS INC COM 687604108 298,741,485 3,139,030 SH SOLE 3,139,030 0 0
PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105 8,078,400 742,500 SH SOLE 742,500 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 620,398,832 5,061,175 SH SOLE 5,061,175 0 0
PTC THERAPEUTICS INC COM 69366J200 631,875,072 7,746,415 SH SOLE 7,746,415 0 0
RADNET INC COM 750491102 298,911,900 4,846,958 SH SOLE 4,846,958 0 0
REPLIGEN CORP COM 759916109 169,272,512 1,240,637 SH SOLE 1,240,637 0 0
REPLIMUNE GROUP INC COM 76029N106 82,046,202 7,411,581 SH SOLE 7,411,581 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 60,492,180 17,687,772 SH SOLE 17,687,772 0 0
ROCKET PHARMACEUTICALS INC *W EXP 09/02/202 77313F114 1,190 350,000 SH SOLE 350,000 0 0
SAVARA INC COM 805111101 36,666,661 5,952,380 SH SOLE 5,952,380 0 0
SOLID BIOSCIENCES INC COM NEW 83422E204 38,890,331 3,892,926 SH SOLE 3,892,926 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 377,492,205 4,251,996 SH SOLE 4,251,996 0 0
STOKE THERAPEUTICS INC COM 86150R107 184,001,738 5,623,525 SH SOLE 5,623,525 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 86,274,901 1,607,507 SH SOLE 1,607,507 0 0
TANGO THERAPEUTICS INC COM 87583X109 434,533,381 13,900,620 SH SOLE 13,900,620 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103 211,293,293 3,357,059 SH SOLE 3,357,059 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106 92,345,357 13,560,258 SH SOLE 13,560,258 0 0
TENAX THERAPEUTICS INC COM NEW 88032L605 10,135,094 696,570 SH SOLE 696,570 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 260,338,324 7,796,895 SH SOLE 7,796,895 0 0
UNIQURE NV SHS N90064101 181,548,806 3,941,572 SH SOLE 3,941,572 0 0
UROGEN PHARMA LTD COM M96088105 167,215,336 4,543,895 SH SOLE 4,543,895 0 0
VERASTEM INC COM NEW 92337C203 25,348,729 6,635,793 SH SOLE 6,635,793 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 7,843,500 1,350,000 SH SOLE 1,350,000 0 0
XENCOR INC COM 98401F105 109,117,122 6,777,461 SH SOLE 6,777,461 0 0
ZAI LAB LTD ADR 98887Q104 124,906,608 6,574,032 SH SOLE 6,574,032 0 0