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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | 12,173,982 | 658,409 | SH | SOLE | 658,409 | 0 | 0 | |||
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 8,438,079 | 288,580 | SH | SOLE | 288,580 | 0 | 0 | |||
| ARCELLX INC | COMMON STOCK | 03940C100 | 7,441,850 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | |||
| AVADEL PHARMACEUTICALS PLC | SHS | G29687103 | 9,153,130 | 541,926 | SH | SOLE | 541,926 | 0 | 0 | |||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 10,695,732 | 2,105,459 | SH | SOLE | 2,105,459 | 0 | 0 | |||
| BIOGEN INC | COM | 09062X103 | 11,212,760 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 15,284,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 24,235,387 | 446,900 | SH | SOLE | 446,900 | 0 | 0 | |||
| CABALETTA BIO INC | COM | 12674W109 | 2,694,866 | 157,964 | SH | SOLE | 157,964 | 0 | 0 | |||
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 8,191,810 | 120,185 | SH | SOLE | 120,185 | 0 | 0 | |||
| ELI LILLY & CO | COM | 532457108 | 8,588,678 | 11,040 | SH | SOLE | 11,040 | 0 | 0 | |||
| EXELIXIS INC | COM | 30161Q104 | 9,462,622 | 398,762 | SH | SOLE | 398,762 | 0 | 0 | |||
| GILEAD SCIENCES INC | COM | 375558103 | 19,443,187 | 265,436 | SH | SOLE | 265,436 | 0 | 0 | |||
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | 10,375,393 | 255,049 | SH | SOLE | 255,049 | 0 | 0 | |||
| INSMED INC | COM PAR $.01 | 457669307 | 6,167,653 | 227,337 | SH | SOLE | 227,337 | 0 | 0 | |||
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 12,544,016 | 289,366 | SH | SOLE | 289,366 | 0 | 0 | |||
| KYVERNA THERAPEUTICS INC | COM | 501976104 | 4,136,208 | 166,514 | SH | SOLE | 166,514 | 0 | 0 | |||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 4,477,665 | 79,830 | SH | SOLE | 79,830 | 0 | 0 | |||
| PERRIGO CO PLC | SHS | G97822103 | 10,368,850 | 322,114 | SH | SOLE | 322,114 | 0 | 0 | |||
| PLIANT THERAPEUTICS INC | COM | 729139105 | 2,892,373 | 194,119 | SH | SOLE | 194,119 | 0 | 0 | |||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 15,746,336 | 16,360 | SH | SOLE | 16,360 | 0 | 0 | |||
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 12,498,470 | 411,540 | SH | SOLE | 411,540 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 12,218,305 | 94,379 | SH | SOLE | 94,379 | 0 | 0 | |||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 16,024,868 | 1,135,710 | SH | SOLE | 1,135,710 | 0 | 0 | |||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 4,878,951 | 278,638 | SH | SOLE | 278,638 | 0 | 0 | |||