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 |
| 4D MOLECULAR THERAPEUTICS IN | COM | 35104E100 | 11,104,911 | 499,996 | SH | SOLE | 499,996 | 0 | 0 | |||
| 89BIO INC | COM | 282559103 | 4,837,400 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | |||
| AEROVATE THERAPEUTICS INC | COM | 008064107 | 18,216,162 | 621,712 | SH | SOLE | 621,712 | 0 | 0 | |||
| ALPINE IMMUNE SCIENCES INC | COM | 02083G100 | 9,003,750 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | |||
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 163,403,600 | 3,160,000 | SH | SOLE | 3,160,000 | 0 | 0 | |||
| ARCUS BIOSCIENCES INC | COM | 03969F109 | 51,342,236 | 2,482,700 | SH | SOLE | 2,482,700 | 0 | 0 | |||
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | 7,203,518 | 324,629 | SH | SOLE | 324,629 | 0 | 0 | |||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 7,115,122 | 933,743 | SH | SOLE | 933,743 | 0 | 0 | |||
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | 33,935,509 | 761,398 | SH | SOLE | 761,398 | 0 | 0 | |||
| CENTURY THERAPEUTICS INC | COM | 15673T100 | 230,850 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| CHINOOK THERAPEUTICS INC | COM | 16961L106 | 66,854,619 | 2,551,703 | SH | SOLE | 2,551,703 | 0 | 0 | |||
| CYMABAY THERAPEUTICS INC | COM | 23257D103 | 11,657,184 | 1,859,200 | SH | SOLE | 1,859,200 | 0 | 0 | |||
| DEXCOM INC | COM | 252131107 | 1,698,600 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| GOSSAMER BIO INC | COM | 38341P102 | 4,249,010 | 1,958,069 | SH | SOLE | 1,958,069 | 0 | 0 | |||
| INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 11,692,833 | 220,953 | SH | SOLE | 220,953 | 0 | 0 | |||
| ITEOS THERAPEUTICS INC | COM | 46565G104 | 8,690,850 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | |||
| IVERIC BIO INC | COM | 46583P102 | 27,361,980 | 1,278,000 | SH | SOLE | 1,278,000 | 0 | 0 | |||
| JOUNCE THERAPEUTICS INC | COM | 481116101 | 1,554,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
| MEREO BIOPHARMA GROUP PLC | SPON ADS | 589492107 | 750,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| MIRATI THERAPEUTICS INC | COM | 60468T105 | 33,982,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 1,950,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| NUVALENT INC | COM | 670703107 | 744,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| PRAXIS PRECISION MEDICINES I | COM | 74006W108 | 1,904,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| PROMETHEUS BIOSCIENCES INC | COM | 74349U108 | 1,650,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| SPDR SER TR | S&P BIOTECH | 78464A870 | 16,551,611 | 199,417 | SH | SOLE | 199,417 | 0 | 0 | |||
| STOKE THERAPEUTICS INC | COM | 86150R107 | 7,046,699 | 763,456 | SH | SOLE | 763,456 | 0 | 0 | |||
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | 21,348,059 | 474,929 | SH | SOLE | 474,929 | 0 | 0 | |||
| VERA THERAPEUTICS INC | CL A | 92337R101 | 12,870,769 | 665,156 | SH | SOLE | 665,156 | 0 | 0 | |||
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | 64,488,840 | 2,468,000 | SH | SOLE | 2,468,000 | 0 | 0 | |||
| VIKING THERAPEUTICS INC | COM | 92686J106 | 8,182,700 | 870,500 | SH | SOLE | 870,500 | 0 | 0 | |||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 24,074,882 | 824,200 | SH | SOLE | 824,200 | 0 | 0 | |||
| XILIO THERAPEUTICS INC | COM | 98422T100 | 6,523,250 | 2,425,000 | SH | SOLE | 2,425,000 | 0 | 0 | |||