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
ABBVIE INC COM 00287Y109   16,538,504 90,821 SH   SOLE NONE 90,821 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100   2,049,943 51,714 SH   SOLE NONE 51,714 0 0
ANNEXON INC COM 03589W102   1,057,467 147,485 SH   SOLE NONE 147,485 0 0
APOGEE THERAPEUTICS INC COM 03770N101   4,092,656 61,590 SH   SOLE NONE 61,590 0 0
ARGENX SE SPONSORED ADR 04016X101   13,480,185 34,238 SH   SOLE NONE 34,238 0 0
ARVINAS INC COM 04335A105   1,651,200 40,000 SH   SOLE NONE 40,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   2,402,696 15,894 SH   SOLE NONE 15,894 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   12,923,448 190,752 SH   SOLE NONE 190,752 0 0
AXSOME THERAPEUTICS INC COM 05464T104   7,010,270 87,848 SH   SOLE NONE 87,848 0 0
BIOMEA FUSION INC COM 09077A106   530,007 35,452 SH   SOLE NONE 35,452 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,870,910 6,905 SH   SOLE NONE 6,905 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   4,014,660 85,765 SH   SOLE NONE 85,765 0 0
CYTOKINETICS INC COM NEW 23282W605   6,276,598 89,525 SH   SOLE NONE 89,525 0 0
DISC MEDICINE INC COM 254604101   5,419,110 87,040 SH   SOLE NONE 87,040 0 0
DYNE THERAPEUTICS INC COM 26818M108   3,392,264 119,488 SH   SOLE NONE 119,488 0 0
EFFECTOR THERAPEUTICS INC CALL 28202V907   359,750 25,000 SH Call SOLE NONE 25,000 0 0
ELI LILLY & CO COM 532457108   72,033,650 92,593 SH   SOLE NONE 92,593 0 0
ELI LILLY & CO PUT 532457958   89,465,400 115,000 SH Put SOLE NONE 115,000 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   1,064,505 51,500 SH   SOLE NONE 51,500 0 0
GRITSTONE BIO INC COM 39868T105   244,587 95,170 SH   SOLE NONE 95,170 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   2,303,349 52,492 SH   SOLE NONE 52,492 0 0
IMMUNOVANT INC COM 45258J102   691,337 21,397 SH   SOLE NONE 21,397 0 0
INSMED INC COM PAR $.01 457669307   3,207,743 118,236 SH   SOLE NONE 118,236 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   14,538,643 210,096 SH   SOLE NONE 210,096 0 0
JANUX THERAPEUTICS INC COM 47103J105   1,805,280 47,949 SH   SOLE NONE 47,949 0 0
KURA ONCOLOGY INC COM 50127T109   842,066 39,478 SH   SOLE NONE 39,478 0 0
LARIMAR THERAPEUTICS INC COM 517125100   441,662 58,190 SH   SOLE NONE 58,190 0 0
MACROGENICS INC COM 556099109   942,183 64,007 SH   SOLE NONE 64,007 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   415,781 1,557 SH   SOLE NONE 1,557 0 0
MERCK & CO INC COM 58933Y105   50,035,440 379,200 SH   SOLE NONE 379,200 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   1,390,485 421,359 SH   SOLE NONE 421,359 0 0
MERUS N V COM N5749R100   2,259,200 50,171 SH   SOLE NONE 50,171 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   6,206,400 45,000 SH   SOLE NONE 45,000 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   1,283,840 54,285 SH   SOLE NONE 54,285 0 0
NOVO-NORDISK A S ADR 670100205   88,819,801 691,743 SH   SOLE NONE 691,743 0 0
OCULAR THERAPEUTIX INC COM 67576A100   6,594,634 724,685 SH   SOLE NONE 724,685 0 0
PLIANT THERAPEUTICS INC COM 729139105   1,490,000 100,000 SH   SOLE NONE 100,000 0 0
POSEIDA THERAPEUTICS INC COM 73730P108   274,346 86,002 SH   SOLE NONE 86,002 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   3,600,049 124,440 SH   SOLE NONE 124,440 0 0
RAPT THERAPEUTICS INC COM 75382E109   1,233,026 137,308 SH   SOLE NONE 137,308 0 0
SILENCE THERAPEUTICS PLC ADS 82686Q101   1,133,482 52,476 SH   SOLE NONE 52,476 0 0
SOLENO THERAPEUTICS INC COM 834203309   1,751,547 40,924 SH   SOLE NONE 40,924 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   2,654,435 53,930 SH   SOLE NONE 53,930 0 0
VAXCYTE INC COM 92243G108   5,208,979 76,255 SH   SOLE NONE 76,255 0 0
VERA THERAPEUTICS INC CL A 92337R101   1,047,730 24,298 SH   SOLE NONE 24,298 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   2,104,411 130,790 SH   SOLE NONE 130,790 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   12,080,489 28,900 SH   SOLE NONE 28,900 0 0
VIKING THERAPEUTICS INC COM 92686J106   35,553,560 433,580 SH   SOLE NONE 433,580 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,722,000 40,000 SH   SOLE NONE 40,000 0 0