Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	117	$35.8M	28.2%	$230816.08	+35.6%	CL A	084670108
JD	JD COM INC	397,578	$8.321M	6.6%	$39.72	—	SPON ADR CL A	47215P106
IFRX	INFLARX NV	81,436	$2.962M	2.3%	$27.20	+13.2%	COM	N44821101
—	RA PHARMACEUTICALS INC	149,108	$2.714M	2.1%	$18.20	—	COM	74933V108
CRNX	CRINETICS PHARMACEUTICALS IN	85,944	$2.577M	2.0%	$28.15	0.0%	COM	22663K107
—	GLOBAL BLOOD THERAPEUTICS IN	62,643	$2.571M	2.0%	$33.00	—	COM	37890U108
BCRX	BIOCRYST PHARMACEUTICALS	317,745	$2.564M	2.0%	$7.78	0.0%	COM	09058V103
ONC	BEIGENE LTD	18,168	$2.548M	2.0%	$62.64	—	SPONSORED ADR	07725L102
ASND	ASCENDIS PHARMA A S	39,217	$2.457M	1.9%	$21.03	—	SPONSORED ADR	04351P101
WVE	WAVE LIFE SCIENCES LTD	58,227	$2.448M	1.9%	$33.38	+33.2%	SHS	Y95308105
—	SEATTLE GENETICS INC	41,539	$2.354M	1.9%	$49.37	—	COM	812578102
ALNY	ALNYLAM PHARMACEUTICALS INC	31,959	$2.33M	1.8%	$86.92	-11.5%	COM	02043Q107
INCY	INCYTE CORP	35,671	$2.268M	1.8%	$87.45	-25.8%	COM	45337C102
RYTM	RHYTHM PHARMACEUTICALS INC	82,767	$2.225M	1.8%	$27.64	0.0%	COM	76243J105
IOVA	IOVANCE BIOTHERAPEUTICS INC	247,642	$2.192M	1.7%	$13.36	-27.8%	COM	462260100
HRTX	HERON THERAPEUTICS INC	84,265	$2.186M	1.7%	$31.09	-11.6%	COM	427746102
—	ZOGENIX INC	57,822	$2.108M	1.7%	$23.79	—	COM NEW	98978L204
—	RETROPHIN INC	92,940	$2.103M	1.7%	$28.73	—	COM	761299106
FOLD	AMICUS THERAPEUTICS INC	217,874	$2.087M	1.6%	$10.42	+5.5%	COM	03152W109
BMRN	BIOMARIN PHARMACEUTICAL INC	24,302	$2.069M	1.6%	$92.48	+2.9%	COM	09061G101
—	MYOVANT SCIENCES LTD	124,151	$2.037M	1.6%	$15.00	—	COM	G637AM102
ACAD	ACADIA PHARMACEUTICALS INC	122,615	$1.983M	1.6%	$22.87	-15.1%	COM	004225108
—	ACCELERON PHARMA INC	45,445	$1.979M	1.6%	$43.55	—	COM	00434H108
—	GENOMIC HEALTH INC	30,319	$1.953M	1.5%	$30.22	—	COM	37244C101
MDGL	MADRIGAL PHARMACEUTICALS INC	17,038	$1.921M	1.5%	$219.06	-29.4%	COM	558868105
—	ALEXION PHARMACEUTICALS INC	19,667	$1.915M	1.5%	$134.42	—	COM	015351109
—	DICERNA PHARMACEUTICALS INC	172,524	$1.844M	1.5%	$10.69	—	COM	253031108
—	SOLID BIOSCIENCES INC	68,714	$1.842M	1.5%	$47.17	—	COM	83422E105
NBIX	NEUROCRINE BIOSCIENCES INC	25,289	$1.806M	1.4%	$58.28	+64.4%	COM	64125C109
—	AMARIN CORP PLC	129,393	$1.761M	1.4%	$13.61	—	SPONS ADR NEW	023111206
—	IMMUNOMEDICS INC	123,101	$1.757M	1.4%	$20.83	—	COM	452907108
CBRE	CBRE GROUP INC	43,532	$1.743M	1.4%	$30.58	+35.2%	CL A	12504L109
MS	MORGAN STANLEY	42,743	$1.695M	1.3%	$31.42	+11.5%	COM NEW	617446448
KKR	KKR & CO INC	85,941	$1.687M	1.3%	$24.41	-13.7%	CL A	48251W104
—	SEAGATE TECHNOLOGY PLC	43,663	$1.685M	1.3%	$37.49	—	SHS	G7945M107
TRN	TRINITY INDS INC	81,739	$1.683M	1.3%	$16.28	+8.1%	COM	896522109
AWI	ARMSTRONG WORLD INDS INC NEW	28,514	$1.66M	1.3%	$51.57	+15.3%	COM	04247X102
C	CITIGROUP INC	29,095	$1.515M	1.2%	$53.07	-7.0%	COM NEW	172967424
SLM	SLM CORP	179,133	$1.489M	1.2%	$11.57	-14.0%	COM	78442P106
BFH	ALLIANCE DATA SYSTEMS CORP	9,509	$1.427M	1.1%	$152.32	-9.3%	COM	018581108
—	LA JOLLA PHARMACEUTICAL CO	149,013	$1.405M	1.1%	$23.40	—	COM PAR $.0001 2	503459604
BHC	BAUSCH HEALTH COS INC	73,529	$1.358M	1.1%	$23.79	0.0%	COM	071734107
—	SUMMIT MIDSTREAM PARTNERS LP	87,560	$880K	0.7%	$25.15	—	COM UNIT LTD	866142102
—	COCRYSTAL PHARMA INC	152,916	$550K	0.4%	$5.95	—	COM PAR	19188J300
AMZN	AMAZON COM INC	158	$237K	0.2%	$71.51	+16.3%	COM	023135106
SPY	SPDR S&P 500 ETF TR	872	$218K	0.2%	$266.59	—	TR UNIT	78462F103