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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aldeyra Therapeutics Inc COM 01438T106   20,526,898 2,067,160 SH   SOLE   2,067,160 0 0
Altimmune Inc COM NEW 02155H200   733,706 173,864 SH   SOLE   173,864 0 0
Altria Group Inc COM 02209S103   1,012,874 22,700 SH   SOLE   22,700 0 0
Applied Therapeutics Inc COM 03828A101   2,797,950 3,450,000 SH   SOLE   3,459,000 0 0
Avadel Pharmaceuticals Plc SPONSORED ADR 05337M104   4,580,000 500,000 SH Call SOLE   500,000 0 0
HOOKIPA PHARMA COM 43906K100   220,800 300,000 SH   SOLE   300,000 0 0
Verona Pharma SPONSORED ADS 925050106   4,016,000 200,000 SH   SOLE   200,000 0 0
Biohaven Pharmactl Hldg Co L COM G11196105   6,152,764 450,422 SH   SOLE   450,422 0 0
Booz Allen Hamilton HLDG COR CL A 099502106   1,204,970 13,000 SH   SOLE   13,000 0 0
CVS Health Corp COM 126650100   1,077,495 14,500 SH   SOLE   14,500 0 0
Entera Bio Ltd SHS M40527109   2,881,759 2,484,275 SH   SOLE   2,484,275 0 0
Orgenesis, Inc. COM 68619K105   748,990 634,738 SH   SOLE   634,738 0 0
Ocular Therapeutix Inc. COM 67576A100   1,504,000 200,000 SH   SOLE   200,000 0 0
Ocular Therapeutix Inc. COM 67576A100   504,866 95,800 SH Call SOLE   95,800 0 0
Ocuphire Pharma Inc. COM 67577R102   375,000 100,000 SH   SOLE   100,000 0 0
Omega Therapeutics Inc. COM 68217N105   1,043,250 173,010 SH   SOLE   173,010 0 0
Thermo Fischer Scientific Inc COM 883556102   1,213,800 2,100 SH   SOLE   2,100 0 0
Visa COM CL A 92826C839   1,093,481 4,850 SH   SOLE   4,850 0 0
SEABRIDGE GOLD INC COM 811916105   1,036,000 80,000 SH   SOLE   80,000 0 0
Silvercrest Metals Inc CAD COM 828363101   1,043,614 170,000 SH   SOLE   170,000 0 0
Global X Silver Miners ETF 37954Y848 Global X Silver 37954Y848   2,755,584 89,700 SH   SOLE   89,700 0 0
Vaneck Gold Miners ETF Gold Miners ETF 92189F106   2,971,347 91,850 SH   SOLE   91,850 0 0
Vaneck Junior Gold Miners ETF Junior Hold Mine 92189F791   2,099,425 53,150 SH   SOLE   53,150 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   1,272,000 400,000 SH   SOLE   235,000 0 0
Franco Nev Corp CAD COM 351858105   1,020,600 7,000 SH   SOLE   7,000 0 0
Northrop Grumman Corp COM 666807102   999,623 2,165 SH   SOLE   2,165 0 0