Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	117	$33M	21.9%	$230816.08	+26.9%	CL A	084670108
JD	JD COM INC	397,578	$15.49M	10.3%	$39.72	—	SPON ADR CL A	47215P106
—	BIOHAVEN PHARMACTL HLDG CO L	89,951	$3.555M	2.4%	$33.70	—	COM	G11196105
—	GENOMIC HEALTH INC	70,470	$3.552M	2.4%	$30.22	—	COM	37244C101
HRTX	HERON THERAPEUTICS INC	84,475	$3.282M	2.2%	$31.84	0.0%	COM	427746102
—	SEATTLE GENETICS INC	46,734	$3.103M	2.1%	$48.21	—	COM	812578102
—	ZOGENIX INC	69,746	$3.083M	2.0%	$23.79	—	COM NEW	98978L204
—	ABIOMED INC	7,065	$2.89M	1.9%	$409.06	—	COM	003654100
—	TWENTY FIRST CENTY FOX INC	58,010	$2.858M	1.9%	$28.15	—	CL B	90130A200
BMRN	BIOMARIN PHARMACEUTICAL INC	30,190	$2.844M	1.9%	$92.48	-5.3%	COM	09061G101
FOLD	AMICUS THERAPEUTICS INC	182,043	$2.844M	1.9%	$9.97	+51.6%	COM	03152W109
—	ENDOCYTE INC	205,295	$2.833M	1.9%	$13.80	—	COM	29269A102
NBIX	NEUROCRINE BIOSCIENCES INC	28,819	$2.831M	1.9%	$55.40	+61.6%	COM	64125C109
—	MYOVANT SCIENCES LTD	123,055	$2.814M	1.9%	$14.64	—	COM	G637AM102
—	ALEXION PHARMACEUTICALS INC	22,081	$2.741M	1.8%	$134.23	—	COM	015351109
ASND	ASCENDIS PHARMA A S	40,528	$2.696M	1.8%	$20.24	—	SPONSORED ADR	04351P101
INCY	INCYTE CORP	39,831	$2.669M	1.8%	$87.45	-21.8%	COM	45337C102
WVE	WAVE LIFE SCIENCES LTD	67,925	$2.598M	1.7%	$33.02	+30.4%	SHS	Y95308105
ALNY	ALNYLAM PHARMACEUTICALS INC	26,256	$2.586M	1.7%	$87.81	+13.0%	COM	02043Q107
TGTX	TG THERAPEUTICS INC	195,463	$2.57M	1.7%	$13.75	0.0%	COM	88322Q108
IFRX	INFLARX NV	77,554	$2.501M	1.7%	$26.36	+31.0%	COM	N44821101
—	KKR & CO L P DEL	99,559	$2.474M	1.6%	$21.21	—	COM UNITS	48248M102
—	GLOBAL BLOOD THERAPEUTICS IN	54,317	$2.455M	1.6%	$31.71	—	COM	37890U108
—	LA JOLLA PHARMACEUTICAL CO	83,163	$2.426M	1.6%	$30.05	—	COM PAR $.0001 2	503459604
BFH	ALLIANCE DATA SYSTEMS CORP	10,400	$2.425M	1.6%	$153.15	-2.2%	COM	018581108
—	SAGE THERAPEUTICS INC	15,495	$2.425M	1.6%	$161.05	—	COM	78667J108
AWI	ARMSTRONG WORLD INDS INC NEW	37,069	$2.343M	1.6%	$51.57	+7.5%	COM	04247X102
IOVA	IOVANCE BIOTHERAPEUTICS INC	175,597	$2.248M	1.5%	$14.62	0.0%	COM	462260100
CBRE	CBRE GROUP INC	46,168	$2.204M	1.5%	$30.58	+54.6%	CL A	12504L109
ONC	BEIGENE LTD	14,321	$2.202M	1.5%	$36.61	—	SPONSORED ADR	07725L102
ACAD	ACADIA PHARMACEUTICALS INC	144,125	$2.201M	1.5%	$25.47	-30.0%	COM	004225108
—	CORIUM INTL INC	274,651	$2.2M	1.5%	$9.52	—	COM	21887L107
—	DICERNA PHARMACEUTICALS INC	179,568	$2.2M	1.5%	$9.56	—	COM	253031108
SLM	SLM CORP	187,754	$2.15M	1.4%	$11.57	0.0%	COM	78442P106
—	KALA PHARMACEUTICALS INC	154,391	$2.12M	1.4%	$17.31	—	COM	483119103
—	SEAGATE TECHNOLOGY PLC	37,505	$2.118M	1.4%	$36.82	—	SHS	G7945M107
TRN	TRINITY INDS INC	61,362	$2.102M	1.4%	$15.77	+15.7%	COM	896522109
—	BLUEPRINT MEDICINES CORP	33,101	$2.101M	1.4%	$90.89	—	COM	09627Y109
—	DBV TECHNOLOGIES S A	108,679	$2.096M	1.4%	$27.69	—	SPONSORED ADR	23306J101
C	CITIGROUP INC	29,811	$1.995M	1.3%	$53.03	0.0%	COM NEW	172967424
MS	MORGAN STANLEY	39,532	$1.874M	1.2%	$30.43	+36.2%	COM NEW	617446448
—	SUMMIT MIDSTREAM PARTNERS LP	87,560	$1.348M	0.9%	$25.15	—	COM UNIT LTD	866142102
—	COCRYSTAL PHARMA INC	152,916	$560K	0.4%	$5.95	—	COM PAR	19188J300
—	AQUINOX PHARMACEUTICALS INC	209,207	$554K	0.4%	$13.15	—	COM	03842B101
AMZN	AMAZON COM INC	158	$269K	0.2%	$71.51	+11.0%	COM	023135106
SPY	SPDR S&P 500 ETF TR	872	$237K	0.2%	$266.59	—	TR UNIT	78462F103