Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	117	$37.44M	24.5%	$230816.08	+34.2%	CL A	084670108
JD	JD COM INC	397,578	$10.37M	6.8%	$39.72	—	SPON ADR CL A	47215P106
ACAD	ACADIA PHARMACEUTICALS INC	196,601	$4.081M	2.7%	$22.87	-31.2%	COM	004225108
—	MYOVANT SCIENCES LTD	126,800	$3.367M	2.2%	$15.00	—	COM	G637AM102
—	GENOMIC HEALTH INC	47,803	$3.357M	2.2%	$30.22	—	COM	37244C101
—	SOLID BIOSCIENCES INC	69,785	$3.292M	2.2%	$47.17	—	COM	83422E105
—	ALEXION PHARMACEUTICALS INC	23,015	$3.199M	2.1%	$134.42	—	COM	015351109
—	DBV TECHNOLOGIES S A	138,447	$3.11M	2.0%	$26.57	—	SPONSORED ADR	23306J101
IFRX	INFLARX NV	90,437	$3.104M	2.0%	$27.20	+18.6%	COM	N44821101
—	BIOHAVEN PHARMACTL HLDG CO L	78,838	$2.96M	1.9%	$33.70	—	COM	G11196105
NBIX	NEUROCRINE BIOSCIENCES INC	23,485	$2.887M	1.9%	$55.40	+104.8%	COM	64125C109
ONC	BEIGENE LTD	16,642	$2.866M	1.9%	$55.53	—	SPONSORED ADR	07725L102
—	ZOGENIX INC	57,374	$2.846M	1.9%	$23.79	—	COM NEW	98978L204
WVE	WAVE LIFE SCIENCES LTD	56,403	$2.82M	1.8%	$33.02	+36.7%	SHS	Y95308105
—	RETROPHIN INC	97,510	$2.801M	1.8%	$28.73	—	COM	761299106
—	SEATTLE GENETICS INC	35,834	$2.764M	1.8%	$48.21	—	COM	812578102
ASND	ASCENDIS PHARMA A S	38,486	$2.727M	1.8%	$20.24	—	SPONSORED ADR	04351P101
INCY	INCYTE CORP	38,637	$2.669M	1.7%	$87.45	-21.5%	COM	45337C102
—	ENDOCYTE INC	148,628	$2.64M	1.7%	$13.80	—	COM	29269A102
BMRN	BIOMARIN PHARMACEUTICAL INC	26,940	$2.612M	1.7%	$92.48	+7.9%	COM	09061G101
—	IMMUNOMEDICS INC	125,252	$2.609M	1.7%	$20.83	—	COM	452907108
—	MOMENTA PHARMACEUTICALS INC	98,084	$2.58M	1.7%	$26.30	—	COM	60877T100
—	SAGE THERAPEUTICS INC	17,998	$2.542M	1.7%	$158.29	—	COM	78667J108
FOLD	AMICUS THERAPEUTICS INC	202,726	$2.451M	1.6%	$10.38	+34.7%	COM	03152W109
MDGL	MADRIGAL PHARMACEUTICALS INC	11,391	$2.439M	1.6%	$250.94	0.0%	COM	558868105
—	DOVA PHARMACEUTICALS INC	116,146	$2.436M	1.6%	$20.97	—	COM	25985T102
ALNY	ALNYLAM PHARMACEUTICALS INC	27,684	$2.423M	1.6%	$88.47	+13.7%	COM	02043Q107
—	LA JOLLA PHARMACEUTICAL CO	117,476	$2.365M	1.5%	$27.16	—	COM PAR $.0001 2	503459604
KKR	KKR & CO INC	84,486	$2.304M	1.5%	$24.47	0.0%	CL A	48251W104
HRTX	HERON THERAPEUTICS INC	69,840	$2.21M	1.4%	$31.84	+17.0%	COM	427746102
—	TWENTY FIRST CENTY FOX INC	48,194	$2.208M	1.4%	$28.15	—	CL B	90130A200
C	CITIGROUP INC	30,606	$2.196M	1.4%	$53.07	+3.2%	COM NEW	172967424
TRN	TRINITY INDS INC	58,898	$2.158M	1.4%	$15.77	+26.6%	COM	896522109
AWI	ARMSTRONG WORLD INDS INC NEW	30,992	$2.157M	1.4%	$51.57	+24.5%	COM	04247X102
BFH	ALLIANCE DATA SYSTEMS CORP	8,983	$2.121M	1.4%	$153.15	+8.2%	COM	018581108
IOVA	IOVANCE BIOTHERAPEUTICS INC	185,915	$2.092M	1.4%	$14.59	-2.7%	COM	462260100
MS	MORGAN STANLEY	44,731	$2.083M	1.4%	$31.42	+23.9%	COM NEW	617446448
SLM	SLM CORP	184,813	$2.061M	1.3%	$11.57	+0.1%	COM	78442P106
—	GLOBAL BLOOD THERAPEUTICS IN	53,951	$2.05M	1.3%	$31.71	—	COM	37890U108
CBRE	CBRE GROUP INC	45,617	$2.012M	1.3%	$30.58	+55.9%	CL A	12504L109
—	SEAGATE TECHNOLOGY PLC	39,579	$1.874M	1.2%	$37.37	—	SHS	G7945M107
TGTX	TG THERAPEUTICS INC	231,989	$1.299M	0.9%	$13.39	-14.6%	COM	88322Q108
—	SUMMIT MIDSTREAM PARTNERS LP	87,560	$1.252M	0.8%	$25.15	—	COM UNIT LTD	866142102
—	COCRYSTAL PHARMA INC	152,916	$382K	0.3%	$5.95	—	COM PAR	19188J300
AMZN	AMAZON COM INC	158	$316K	0.2%	$71.51	+31.5%	COM	023135106
SPY	SPDR S&P 500 ETF TR	872	$254K	0.2%	$266.59	—	TR UNIT	78462F103