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
Agenus Inc COM 00847G705   1,324,640 1,600,000 SH Call SOLE   1,600,000 0 0
Agenus Inc COM 00847G705   12,961,796 15,656,234 SH   SOLE   15,656,234 0 0
AstraZeneca PLC SPONSORED ADR 046353108   57,286,361 850,577 SH   SOLE   850,577 0 0
Boston Scientific Corp COM 101137107   7,573,110 131,000 SH   SOLE   131,000 0 0
Cabaletta Bio Inc COM 12674W109   9,747,267 429,395 SH   SOLE   429,395 0 0
Celldex Therapeutics Inc COM 15117B202   33,473,357 844,008 SH   SOLE   844,008 0 0
Cooper Cos Inc COM 216648402   1,513,760 4,000 SH   SOLE   4,000 0 0
CymaBay Therapeutics Inc COM 23257D103   33,345,984 1,411,769 SH   SOLE   1,411,769 0 0
Cytokinetics Inc COM 23282W605   34,582,142 414,207 SH   SOLE   414,207 0 0
Dexcom Inc COM 252131107   2,481,800 20,000 SH   SOLE   20,000 0 0
Dyne Therapeutics Inc COM 26818M108   13,479,617 1,013,505 SH   SOLE   1,013,505 0 0
Elanco Animal Health Inc COM 28414H103   17,788,887 1,193,885 SH   SOLE   1,193,885 0 0
Eli Lilly & Co COM 532457108   37,612,913 64,525 SH   SOLE   64,525 0 0
Establishment Labs Hldgs Inc COM G31249108   79,016 3,052 SH   SOLE   3,052 0 0
Fulcrum Therapeutics Inc COM 359616109   193,050 28,600 SH   SOLE   28,600 0 0
Fusion Pharmaceuticals Inc COM 36118A100   78,802 8,200 SH   SOLE   8,200 0 0
Geron Corp COM 374163103   18,598,589 8,814,497 SH   SOLE   8,814,497 0 0
IDEAYA Biosciences Inc COM 45166A102   51,906,986 1,458,881 SH   SOLE   1,458,881 0 0
Immatics NV *W EXP 07/01/2025 N44445117   929,646 318,372 SH   SOLE   318,372 0 0
Immatics NV SHS N44445109   31,263,981 2,969,039 SH   SOLE   2,969,039 0 0
ImmunoGen Inc COM 45253H101   45,865,644 1,546,902 SH   SOLE   1,546,902 0 0
Immunovant Inc COM 45258J102   9,376,158 222,553 SH   SOLE   222,553 0 0
Incyte Corp COM 45337C102   18,621,568 296,569 SH   SOLE   296,569 0 0
Inhibrx Inc COM 45720L107   29,372,366 772,957 SH   SOLE   772,957 0 0
Insulet Corp COM 45784P101   4,122,620 19,000 SH   SOLE   19,000 0 0
Intuitive Surgical Inc COM 46120E602   42,830,888 126,959 SH   SOLE   126,959 0 0
Ironwood Pharmaceuticals Inc COM CL A 46333X108   3,787,773 331,099 SH   SOLE   331,099 0 0
Karuna Therapeutics Inc COM 48576A100   216,176 683 SH   SOLE   683 0 0
Kenvue Inc COM 49177J102   25,985,397 1,206,939 SH   SOLE   1,206,939 0 0
Kura Oncology Inc COM 50127T109   23,976,076 1,667,321 SH   SOLE   1,667,321 0 0
Marinus Pharmaceuticals Inc COM 56854Q200   19,269,238 1,772,699 SH   SOLE   1,772,699 0 0
Marinus Pharmaceuticals Inc COM 56854Q200   1,087,000 100,000 SH Call SOLE   100,000 0 0
Masimo Corp COM 574795100   1,500,288 12,800 SH   SOLE   12,800 0 0
Merck & Co Inc COM 58933Y105   93,535,998 857,971 SH   SOLE   857,971 0 0
Mirum Pharmaceuticals Inc COM 604749101   10,402,759 352,397 SH   SOLE   352,397 0 0
MoonLake Immunotherapeutics CLASS A ORD 61559X104   6,869,785 113,757 SH   SOLE   113,757 0 0
Penumbra Inc COM 70975L107   503,080 2,000 SH   SOLE   2,000 0 0
PepGen Inc COM 713317105   156,658 23,038 SH   SOLE   23,038 0 0
Pharvaris N V COM N69605108   14,317,870 510,441 SH   SOLE   510,441 0 0
Sanofi SPONSORED ADR 80105N105   29,787,176 598,978 SH   SOLE   598,978 0 0
Savara Inc COM 805111101   11,199,325 2,382,835 SH   SOLE   2,382,835 0 0
Soleno Therapeutics Inc COM 834203309   48,300 1,200 SH   SOLE   1,200 0 0
Spruce Biosciences Inc COM 85209E109   66,707 22,767 SH   SOLE   22,767 0 0
Structure Therapeutics Inc SPONSORED ADS 86366E106   7,126,397 174,838 SH   SOLE   174,838 0 0
Stryker Corporation COM 863667101   18,802,494 62,788 SH   SOLE   62,788 0 0
Syndax Pharmaceuticals Inc COM 87164F105   23,247,735 1,075,786 SH   SOLE   1,075,786 0 0
Vir Biotechnology Inc COM 92764N102   45,220 4,495 SH   SOLE   4,495 0 0
argenx SE SPONSORED ADR 04016X101   17,013,210 44,721 SH   SOLE   44,721 0 0
Aerovate Therapeutics Inc COM 008064107   85,059,064 3,758,686 SH   SOLE   3,758,686 0 0
Ascendis Pharma A/S SPONSORED ADR 04351P101   94,970,330 754,032 SH   SOLE   754,032 0 0
Bolt Biotherapeutics Inc COM 097702104   3,084,969 2,754,437 SH   SOLE   2,754,437 0 0
Fusion Pharmaceuticals Inc COM 36118A100   1,125,321 117,099 SH   SOLE   117,099 0 0
Galera Therapeutics Inc COM 36338D108   448,372 3,083,712 SH   SOLE   3,083,712 0 0
Ikena Oncology Inc COM 45175G108   227,953 115,712 SH   SOLE   115,712 0 0
Inozyme Pharma Inc COM 45790W108   18,234,112 4,280,308 SH   SOLE   4,280,308 0 0
Karuna Therapeutics Inc COM 48576A100   436,931,294 1,380,466 SH   SOLE   1,380,466 0 0
Natera Inc COM 632307104   97,109,539 1,550,280 SH   SOLE   1,550,280 0 0
Nextcure Inc COM 65343E108   3,045,916 2,671,856 SH   SOLE   2,671,856 0 0
Nucana PLC SPONSORED ADR 67022C106   1,385,563 4,684,120 SH   SOLE   4,684,120 0 0
Nucana PLC COMMON SHARES GB00BYWYV   709,920 2,400,000 SH   SOLE   2,400,000 0 0
PDS Biotechnology Corp COM 70465T107   708,896 142,635 SH   SOLE   142,635 0 0
RayzeBio Inc COM 75525N107   150,422,056 2,419,528 SH   SOLE   2,419,528 0 0
Vera Therapeutics Inc CL A 92337R101   53,324,859 3,467,156 SH   SOLE   3,467,156 0 0
Y-mAbs Therapeutics Inc COM 984241109   14,964,976 2,194,278 SH   SOLE   2,194,278 0 0