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
ACADIA PHARMACEUTICALS INC COM 004225108 36,386,409 1,438,198 SH SOLE 1,438,198 0 0
ACHIEVE LIFE SCIENCE INC COM 004468500 49,724,879 7,614,836 SH SOLE 7,614,836 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 26,055,228 4,925,374 SH SOLE 4,925,374 0 0
ALKERMES PLC SHS G01767105 36,710,400 700,647 SH SOLE 700,647 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 46,689,069 22,446,668 SH SOLE 22,446,668 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 258,909,678 9,874,511 SH SOLE 9,874,511 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 60,053,342 225,155 SH SOLE 225,155 0 0
AURA BIOSCIENCES INC COM 05153U107 50,410,000 7,100,000 SH SOLE 7,100,000 0 0
AUTOLUS THERAPEUTICS LTD SPON ADS 05280R100 7,116,656 4,447,910 SH SOLE 4,447,910 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 40,092,400 4,009,240 SH SOLE 4,009,240 0 0
BRIDGEBIO PHARMA INC COM 10806X102 115,305,393 1,548,139 SH SOLE 1,548,139 0 0
CYTOKINETICS INC COM NEW 23282W605 98,810,092 1,159,879 SH SOLE 1,159,879 0 0
DESIGN THERAPEUTICS INC COM 25056L103 26,188,587 1,809,854 SH SOLE 1,809,854 0 0
DISC MEDICINE INC COM 254604101 99,093,875 1,354,852 SH SOLE 1,354,852 0 0
DYNE THERAPEUTICS INC COM 26818M108 70,029,951 3,153,082 SH SOLE 3,153,082 0 0
ERASCA INC COM 29479A108 457,545,444 24,975,188 SH SOLE 24,975,188 0 0
EVOLUS INC COM 30052C107 18,256,815 2,630,665 SH SOLE 2,630,665 0 0
IBIO INC COM NEW 451033708 3,418,567 1,953,467 SH SOLE 1,953,467 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 15,391,829 484,782 SH SOLE 484,782 0 0
KAILERA THERAPEUTICS INC COMMON STOCK 482931102 24,233,000 1,100,000 SH SOLE 1,100,000 0 0
KRYSTAL BIOTECH INC COM 501147102 178,887,373 481,307 SH SOLE 481,307 0 0
LEXEO THERAPEUTICS INC COM 52886X107 22,459,095 4,824,725 SH SOLE 4,824,725 0 0
MANNKIND CORP COM NEW 56400P706 28,116,000 6,600,000 SH SOLE 6,600,000 0 0
MAZE THERAPEUTICS INC COM 578784100 150,182,184 5,032,915 SH SOLE 5,032,915 0 0
MBX BIOSCIENCES INC COM 55287L101 367,191,118 6,652,013 SH SOLE 6,652,013 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 899,060,606 7,679,684 SH SOLE 7,679,684 0 0
MONTE ROSA THERAPEUTICS INC COM 61225M102 24,200,000 1,000,000 SH SOLE 1,000,000 0 0
NEWAMSTERDAM PHARMA COMPANY *W EXP 99/99/999 N62509117 10,692,116 500,333 SH SOLE 500,333 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 613,032,889 18,088,902 SH SOLE 18,088,902 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109 134,848,368 882,400 SH SOLE 882,400 0 0
PARABILIS MEDICINES INC COM 698955101 52,572,433 1,920,805 SH SOLE 1,920,805 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 135,261,406 12,466,489 SH SOLE 12,466,489 0 0
RELAY THERAPEUTICS INC COM 75943R102 19,003,616 1,015,693 SH SOLE 1,015,693 0 0
SAVARA INC COM 805111101 59,880,448 9,720,852 SH SOLE 9,720,852 0 0
SHATTUCK LABS INC COM 82024L103 26,025,000 3,750,000 SH SOLE 3,750,000 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103 45,860,853 728,644 SH SOLE 728,644 0 0
TREVI THERAPEUTICS INC COM 89532M101 185,370,687 9,939,447 SH SOLE 9,939,447 0 0
VALNEVA SE SPONSORED ADS 92025Y103 11,985,413 2,291,666 SH SOLE 2,291,666 0 0
VOR BIOPHARMA INC COM NEW 929033207 46,833,917 2,543,939 SH SOLE 2,543,939 0 0
XILIO THERAPEUTICS INC COM 98422T209 4,047,598 422,505 SH SOLE 422,505 0 0
ZAI LAB LTD ADR 98887Q104 36,144,080 1,902,320 SH SOLE 1,902,320 0 0