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 |
| AMGEN INC | COM | 031162100 | 20,059,602 | 64,201 | SH | SOLE | 64,201 | 0 | 0 | |||
| ARCELLX INC | COMMON STOCK | 03940C100 | 10,320,530 | 187,000 | SH | SOLE | 187,000 | 0 | 0 | |||
| AVADEL PHARMACEUTICALS PLC | COM SHS | G29687103 | 10,305,994 | 733,001 | SH | SOLE | 733,001 | 0 | 0 | |||
| AVANTOR INC | COM | 05352A100 | 8,480,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 12,207,342 | 1,975,298 | SH | SOLE | 1,975,298 | 0 | 0 | |||
| BIOGEN INC | COM | 09062X103 | 17,786,621 | 76,726 | SH | SOLE | 76,726 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 22,519,972 | 273,533 | SH | SOLE | 273,533 | 0 | 0 | |||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 7,895,361 | 311,700 | SH | SOLE | 311,700 | 0 | 0 | |||
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 10,882,853 | 201,497 | SH | SOLE | 201,497 | 0 | 0 | |||
| CYTOKINETICS INC | COM NEW | 23282W605 | 12,835,242 | 236,900 | SH | SOLE | 236,900 | 0 | 0 | |||
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | 5,211,159 | 222,985 | SH | SOLE | 222,985 | 0 | 0 | |||
| EVOLUS INC | COM | 30052C107 | 5,048,505 | 465,300 | SH | SOLE | 465,300 | 0 | 0 | |||
| GILEAD SCIENCES INC | COM | 375558103 | 20,099,917 | 292,959 | SH | SOLE | 292,959 | 0 | 0 | |||
| HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 8,923,411 | 295,771 | SH | SOLE | 295,771 | 0 | 0 | |||
| INSMED INC | COM PAR $.01 | 457669307 | 15,251,679 | 227,637 | SH | SOLE | 227,637 | 0 | 0 | |||
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 7,633,512 | 160,166 | SH | SOLE | 160,166 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 17,460,072 | 960,400 | SH | SOLE | 960,400 | 0 | 0 | |||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 15,197,228 | 343,130 | SH | SOLE | 343,130 | 0 | 0 | |||
| MERCK & CO INC | COM | 58933Y105 | 21,739,280 | 175,600 | SH | SOLE | 175,600 | 0 | 0 | |||
| PERRIGO CO PLC | SHS | G97822103 | 2,568,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| PFIZER INC | COM | 717081103 | 5,181,896 | 185,200 | SH | SOLE | 185,200 | 0 | 0 | |||
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 18,255,951 | 692,300 | SH | SOLE | 692,300 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 14,121,882 | 89,379 | SH | SOLE | 89,379 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 3,160,000 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 14,818,375 | 911,900 | SH | SOLE | 911,900 | 0 | 0 | |||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 15,001,500 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | |||
| VERA THERAPEUTICS INC | CL A | 92337R101 | 8,321,400 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||