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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
4D MOLECULAR THERAPEUTICS IN COM 35104E100 26,543 1,755,506 SH   SOLE   1,755,506 0 0
AMRYT PHARMA PLC SPONSORED ADS 03217L106 13,563 1,640,000 SH   SOLE   1,640,000 0 0
ARGENX SE SPONSORED ADR 04016X101 7,567 24,000 SH   SOLE   24,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 48,172 1,047,440 SH   SOLE   1,047,440 0 0
ARVINAS INC COM 04335A105 46,790 695,247 SH   SOLE   695,247 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 49,925 781,539 SH   SOLE   781,539 0 0
GENMAB A/S SPONSORED ADS 372303206 6,060 167,500 SH   SOLE   167,500 0 0
MERUS N V COM N5749R100 33,355 1,261,534 SH   SOLE   1,261,534 0 0
PIERIS PHARMACEUTICALS INC COM 720795103 11,238 3,708,882 SH   SOLE   3,708,882 0 0
REGENXBIO INC COM 75901B107 37,129 1,118,684 SH   SOLE   1,118,684 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 158,074 350,000 SH Put SOLE   0 0 350,000
SPDR S&P BIOTECH ETF TR UNIT 78464A870 179,760 2,000,000 SH Call SOLE   0 0 2,000,000
SPERO THERAPEUTICS INC COM 84833T103 45,949 5,281,504 SH   SOLE   5,281,504 0 0
UNIQURE NV SHS N90064101 16,290 901,490 SH   SOLE   901,490 0 0