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
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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
ABBVIE INC COM 00287Y109   635,886 3,990 SH   SOLE 0 3,990 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   533,381 4,386 SH   SOLE 0 4,386 0 0
ALPHABET INC CAP STK CL C 02079K107   353,600 3,400 SH   SOLE 0 3,400 0 0
AMGEN INC COM 031162100   284,056 1,175 SH   SOLE 0 1,175 0 0
APPLE INC COM 037833100   387,604 2,351 SH   SOLE 0 2,351 0 0
AVIDITY BIOSCIENCES INC COM 05370A108   13,042,143 849,651 SH   SOLE 0 849,651 0 0
AXSOME THERAPEUTICS INC COM 05464T104   48,460,927 785,683 SH   SOLE 0 785,683 0 0
BANK AMERICA CORP COM 060505104   303,346 10,607 SH   SOLE 0 10,607 0 0
BAXTER INTL INC COM 071813109   513,246 12,654 SH   SOLE 0 12,654 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   339,647 1,100 SH   SOLE 0 1,100 0 0
BLACKROCK INC COM 09247X101   284,376 425 SH   SOLE 0 425 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   621,364 8,965 SH   SOLE 0 8,965 0 0
CIDARA THERAPEUTICS INC COM 171757107   2,130,036 1,677,194 SH   SOLE 0 1,677,194 0 0
COCA COLA CO COM 191216100   331,861 5,350 SH   SOLE 0 5,350 0 0
CUMMINS INC COM 231021106   358,320 1,500 SH   SOLE 0 1,500 0 0
CVS HEALTH CORP COM 126650100   759,448 10,220 SH   SOLE 0 10,220 0 0
DEVON ENERGY CORP NEW COM 25179M103   571,083 11,284 SH   SOLE 0 11,284 0 0
DISNEY WALT CO COM 254687106   290,477 2,901 SH   SOLE 0 2,901 0 0
DOW INC COM 260557103   290,546 5,300 SH   SOLE 0 5,300 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   289,410 3,000 SH   SOLE 0 3,000 0 0
EATON CORP PLC SHS G29183103   419,783 2,450 SH   SOLE 0 2,450 0 0
EATON VANCE CALIF MUN BD FD COM 27828A100   118,424 13,129 SH   SOLE 0 13,129 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   253,200 4,220 SH   SOLE 0 4,220 0 0
EXTRA SPACE STORAGE INC COM 30225T102   438,445 2,691 SH   SOLE 0 2,691 0 0
EXXON MOBIL CORP COM 30231G102   438,640 4,000 SH   SOLE 0 4,000 0 0
FASTENAL CO COM 311900104   735,094 13,628 SH   SOLE 0 13,628 0 0
FORD MTR CO DEL COM 345370860   698,758 55,457 SH   SOLE 0 55,457 0 0
GEN DIGITAL INC COM 668771108   516,430 30,095 SH   SOLE 0 30,095 0 0
HOME DEPOT INC COM 437076102   339,388 1,150 SH   SOLE 0 1,150 0 0
HONEYWELL INTL INC COM 438516106   403,519 2,111 SH   SOLE 0 2,111 0 0
HORMEL FOODS CORP COM 440452100   564,741 14,161 SH   SOLE 0 14,161 0 0
HOST HOTELS & RESORTS INC COM 44107P104   662,618 40,183 SH   SOLE 0 40,183 0 0
ILLINOIS TOOL WKS INC COM 452308109   426,038 1,750 SH   SOLE 0 1,750 0 0
INTEL CORP COM 458140100   279,329 8,550 SH   SOLE 0 8,550 0 0
INVITATION HOMES INC COM 46187W107   679,471 21,757 SH   SOLE 0 21,757 0 0
ISHARES TR 20 YR TR BD ETF 464287432   2,574,154 24,200 SH   SOLE 0 24,200 0 0
JPMORGAN CHASE & CO COM 46625H100   325,775 2,500 SH   SOLE 0 2,500 0 0
KIMBERLY-CLARK CORP COM 494368103   416,082 3,100 SH   SOLE 0 3,100 0 0
KURA ONCOLOGY INC COM 50127T109   4,448,944 363,773 SH   SOLE 0 363,773 0 0
LINCOLN NATL CORP IND COM 534187109   471,713 20,993 SH   SOLE 0 20,993 0 0
M & T BK CORP COM 55261F104   531,489 4,445 SH   SOLE 0 4,445 0 0
MEDTRONIC PLC SHS G5960L103   334,573 4,150 SH   SOLE 0 4,150 0 0
MERCK & CO INC COM 58933Y105   425,560 4,000 SH   SOLE 0 4,000 0 0
MICROSOFT CORP COM 594918104   309,923 1,075 SH   SOLE 0 1,075 0 0
NETAPP INC COM 64110D104   685,685 10,739 SH   SOLE 0 10,739 0 0
NRG ENERGY INC COM NEW 629377508   695,024 20,269 SH   SOLE 0 20,269 0 0
OPEN LENDING CORP COM CL A 68373J104   84,480 12,000 SH   SOLE 0 12,000 0 0
PEPSICO INC COM 713448108   1,051,506 5,768 SH   SOLE 0 5,768 0 0
PFIZER INC COM 717081103   224,400 5,500 SH   SOLE 0 5,500 0 0
PROCTER AND GAMBLE CO COM 742718109   327,118 2,200 SH   SOLE 0 2,200 0 0
PUBLIC STORAGE COM 74460D109   695,224 2,301 SH   SOLE 0 2,301 0 0
QUALCOMM INC COM 747525103   204,128 1,600 SH   SOLE 0 1,600 0 0
SPDR GOLD TR GOLD SHS 78463V107   274,830 1,500 SH   SOLE 0 1,500 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   1,010,020 11,000 SH   SOLE 0 11,000 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108   590,980 787,973 SH   SOLE 0 787,973 0 0
WASTE MGMT INC DEL COM 94106L109   358,974 2,200 SH   SOLE 0 2,200 0 0
WELLS FARGO CO NEW COM 949746101   583,876 15,620 SH   SOLE 0 15,620 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701   329,662 4,010 SH   SOLE 0 4,010 0 0