The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ADICET BIO INC | COM | 007002108 | 2,195 | 154,708 | SH | SOLE | 154,708 | 0 | 0 | ||
ALBIREO PHARMA INC | COM | 01345P106 | 312 | 16,093 | SH | SOLE | 16,093 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 13,248 | 593,000 | SH | SOLE | 593,000 | 0 | 0 | ||
ALLOGENE THERAPEUTICS | COM | 019770106 | 539 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ALNYLAM PHARMS. | COM | 02043Q107 | 7,597 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
AMGEN INC COM | COM | 031162100 | 3,662 | 16,246 | SH | SOLE | 16,246 | 0 | 0 | ||
ARVINAS INC | COM | 04335A105 | 756 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
ASCENDIS PHARMA ADR | Sponsored ADR | 04351P101 | 3,036 | 29,400 | SH | SOLE | 29,400 | 0 | 0 | ||
AURINIA PHARMACEUTICALS INC | COM | 05156V102 | 4,313 | 573,530 | SH | SOLE | 573,530 | 0 | 0 | ||
AXSOME THERAPEUTICS | COM | 05464T104 | 625 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
BEAM THERAPEUTICS INC | COM | 07373V105 | 1,119 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
BEIGENE ADR | Sponsored ADR | 07725L102 | 2,117 | 15,700 | SH | SOLE | 15,700 | 0 | 0 | ||
BIOCRYST PHARMS. | COM | 09058V103 | 718 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 12,149 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
BIOMARIN PHARM. | COM | 09061G101 | 4,971 | 58,656 | SH | SOLE | 58,656 | 0 | 0 | ||
BLACK DIAMOND THERAPEUTIC | COM | 0920E3105 | 75 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
CARIBOU BIOSCIENCES INC | COM | 142038108 | 2,716 | 257,892 | SH | SOLE | 257,892 | 0 | 0 | ||
CHINOOK THERAPEUTICS | COM | 16961L106 | 6,685 | 340,389 | SH | SOLE | 340,389 | 0 | 0 | ||
CONCERT PHARMACEUTICALS INC | COM | 206022105 | 1,345 | 200,800 | SH | SOLE | 200,800 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 2,235 | 34,200 | SH | SOLE | 34,200 | 0 | 0 | ||
DENALI THERAPEUTICS | COM | 24823R105 | 1,166 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
DYNE THERAPEUTICS | COM | 26818M108 | 4,439 | 350,068 | SH | SOLE | 350,068 | 0 | 0 | ||
EXELIXIS INC | COM | 30161Q104 | 8,509 | 543,000 | SH | SOLE | 543,000 | 0 | 0 | ||
FATE THERAPEUTICS | COM | 31189P102 | 2,712 | 121,000 | SH | SOLE | 121,000 | 0 | 0 | ||
FULCRUM THERAPEUTICS INC | COM | 359616109 | 1,563 | 193,741 | SH | SOLE | 193,741 | 0 | 0 | ||
GALAPAGOS NV | SPONSORED ADR | 36315X101 | 5,251 | 123,300 | SH | SOLE | 123,300 | 0 | 0 | ||
GILEAD SCIENCES | COM | 375558103 | 12,880 | 208,784 | SH | SOLE | 208,784 | 0 | 0 | ||
GUARDANT HEALTH | COM | 40131M109 | 4,004 | 74,500 | SH | SOLE | 74,500 | 0 | 0 | ||
HARMONY BIOSCIENCES HLDGS | COM | 413197104 | 11,715 | 264,500 | SH | SOLE | 264,500 | 0 | 0 | ||
HORIZON THERAPEUTICS | SHS | G4617B105 | 28,158 | 454,973 | SH | SOLE | 454,973 | 0 | 0 | ||
HUTCHMED CHINA LTD | SPONSORED ADS | 44842L103 | 602 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
IDEAYA BIOSCIENCES | COM | 45166A102 | 1,625 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 4,766 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
I-MAB-SPONSORED ADR | SPONSORED ADS | 44975P103 | 2,024 | 507,239 | SH | SOLE | 507,239 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 19,253 | 289,000 | SH | SOLE | 289,000 | 0 | 0 | ||
INSMED INC | COM | 457669307 | 864 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
INTELLIA THERAPEUTICS | COM | 45826J105 | 1,343 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
INTRA-CELLULAR THERAPIES | COM | 46116X101 | 10,303 | 221,856 | SH | SOLE | 221,856 | 0 | 0 | ||
IOVANCE BIOTHERAPEUTICS | COM | 462260100 | 536 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM | 46333X108 | 621 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
JAZZ PHARMS. | SHS USD | G50871105 | 2,291 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
KALVISTA PHARMS. | COM | 483497103 | 4,587 | 316,133 | SH | SOLE | 316,133 | 0 | 0 | ||
KRYSTAL BIOTECH | COM | 501147102 | 3,132 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
LEGEND BIOTECH | SPONSORED ADS | 52490G102 | 1,551 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
MADRIGAL PHARMS. | COM | 558868105 | 348 | 5,350 | SH | SOLE | 5,350 | 0 | 0 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 9,498 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
MIRUM PHARMACEUTICALS INC | COM | 604749101 | 193 | 9,219 | SH | SOLE | 9,219 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES | COM | 64125C109 | 3,185 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
NOVAVAX INC | COM | 670002401 | 2,414 | 132,500 | SH | SOLE | 132,500 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 2,431 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
PTC THERAPEUTICS | COM | 69366J200 | 1,055 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
REGENERON PHARMS. | COM | 75886F107 | 7,715 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
RELMADA THERAPEUTICS | COM | 75955J402 | 370 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 3,240 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
ROCKET PHARMS. | COM | 77313F106 | 1,005 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 5,456 | 143,500 | SH | SOLE | 143,500 | 0 | 0 | ||
SEAGEN INC | COM | 81181C104 | 22,739 | 166,200 | SH | SOLE | 166,200 | 0 | 0 | ||
SUPERNUS PHARMS. | COM | 868459108 | 10,070 | 297,500 | SH | SOLE | 297,500 | 0 | 0 | ||
TRAVERE THERAPEUTICS INC | COM | 89422G107 | 4,582 | 186,019 | SH | SOLE | 186,019 | 0 | 0 | ||
ULTRAGENYX PHARM. | COM | 90400D108 | 7,197 | 174,052 | SH | SOLE | 174,052 | 0 | 0 | ||
UNIQURE NV | SHS | N90064101 | 10,209 | 544,500 | SH | SOLE | 544,500 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 3,139 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
VERA THERAPEUTICS | CL A | 92337R101 | 5,994 | 281,257 | SH | SOLE | 281,257 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 92556V106 | 3,101 | 364,000 | SH | SOLE | 364,000 | 0 | 0 | ||
XENON PHARMACEUTICALS INC | COM | 98420N105 | 918 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
Zai Lab Ltd ADR (V1 Ord) | ADR | 98887Q104 | 2,692 | 78,958 | SH | SOLE | 78,958 | 0 | 0 |