UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
| ||||||||||||||||
| 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 |
| ABBVIE INC | COM | 00287Y109 | 12,788 | 94,448 | SH | SOLE | 94,448 | 0 | 0 | ||
| ACLARIS THERAPEUTICS INC | COM | 00461U105 | 2,886 | 198,493 | SH | SOLE | 198,493 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 8,278 | 716,709 | SH | SOLE | 716,709 | 0 | 0 | ||
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 6,593 | 139,445 | SH | SOLE | 139,445 | 0 | 0 | ||
| ARGENX SE - ADR | ADR | 04016X101 | 7,312 | 20,881 | SH | SOLE | 20,881 | 0 | 0 | ||
| AVADEL PHARMACEUTICALS PLC | ADR | 05337M104 | 2,983 | 369,134 | SH | SOLE | 369,134 | 0 | 0 | ||
| BCLS ACQUISITION CORP- CL A | COM | G0904B105 | 699 | 71,372 | SH | SOLE | 71,372 | 0 | 0 | ||
| BELLUS HEALTH INC | COM | 07987C204 | 10,310 | 1,280,757 | SH | SOLE | 1,280,757 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 15,703 | 177,741 | SH | SOLE | 177,741 | 0 | 0 | ||
| CENTENE CORP | COM | 15135B101 | 12,216 | 148,254 | SH | SOLE | 148,254 | 0 | 0 | ||
| CYTOKINETICS INC | COM | 23282W605 | 10,257 | 225,032 | SH | SOLE | 225,032 | 0 | 0 | ||
| DICE MOLECULES HOLDINGS ORD | COM | 23345J104 | 4,687 | 185,201 | SH | SOLE | 185,201 | 0 | 0 | ||
| HORIZON THERAPEUTICS PLC | COM | G46188101 | 14,829 | 137,610 | SH | SOLE | 137,610 | 0 | 0 | ||
| IQVIA HOLDINGS INC | COM | 46266C105 | 12,503 | 44,314 | SH | SOLE | 44,314 | 0 | 0 | ||
| ITEOS THERAPEUTICS INC | COM | 46565G104 | 4,877 | 104,755 | SH | SOLE | 104,755 | 0 | 0 | ||
| IVERIC BIO INC | COM | 46583P102 | 6,287 | 375,989 | SH | SOLE | 375,989 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 9,538 | 55,755 | SH | SOLE | 55,755 | 0 | 0 | ||
| KURA ONCOLOGY INC | COM | 50127T109 | 7,032 | 502,275 | SH | SOLE | 502,275 | 0 | 0 | ||
| MIRATI THERAPEUTICS INC | COM | 60468T105 | 6,436 | 43,876 | SH | SOLE | 43,876 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 9,495 | 101,674 | SH | SOLE | 101,674 | 0 | 0 | ||
| PMV PHARMACEUTICALS INC | COM | 69353Y103 | 2,256 | 97,680 | SH | SOLE | 97,680 | 0 | 0 | ||
| QUANTERIX CORP | COM | 74766Q101 | 6,072 | 143,204 | SH | SOLE | 143,204 | 0 | 0 | ||
| REGULUS THERAPEUTICS INC | COM | 75915K200 | 860 | 2,731,044 | SH | SOLE | 2,731,044 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 13,479 | 26,844 | SH | SOLE | 26,844 | 0 | 0 | ||