Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
XBI	SPDR SER TR	300,000	$29.64M	9.0%	$98.80	—	—	PUT	78464A870
—	BIOHAVEN LTD	348,778	$17.43M	5.3%	$49.97	$49.97	—	CALL	G1110E907
NVO	NOVO-NORDISK A S	110,000	$13.1M	4.0%	$119.07	$119.07	—	ADR	670100205
EWTX	EDGEWISE THERAPEUTICS INC	195,000	$5.205M	1.6%	$26.69 *	$19.89	0.0%	COM	28036F105
CRBP	CORBUS PHARMACEUTICALS HLDGS	220,000	$4.539M	1.4%	$20.63 *	$36.40	+40.6%	PUT	21833P301
DYN	DYNE THERAPEUTICS INC	100,000	$3.592M	1.1%	$35.92 *	$39.80	0.0%	COM	26818M108
CRVS	CORVUS PHARMACEUTICALS INC	500,000	$2.64M	0.8%	$5.28 *	$3.59	0.0%	COM	221015100
ABSI	ABSCI CORPORATION	550,000	$2.101M	0.6%	$3.82 *	$3.98	0.0%	COM	00091E109
CAPR	CAPRICOR THERAPEUTICS INC	125,000	$1.901M	0.6%	$15.21 *	$4.95	0.0%	COM NEW	14070B309
SMMT	SUMMIT THERAPEUTICS INC	85,000	$1.861M	0.6%	$21.90 *	$13.98	0.0%	COM	86627T108
LRMR	LARIMAR THERAPEUTICS INC	200,000	$1.31M	0.4%	$6.55 *	$8.04	0.0%	COM	517125100
AMLX	AMYLYX PHARMACEUTICALS INC	325,000	$1.053M	0.3%	$3.24 *	$2.25	0.0%	COM	03237H101

Increased Positions (16)

— BLUEPRINT MEDICINES CORP 3.9%

Value $12.95M (+200.4%) Shares 140,000 (+250.0%) Share Price $92.50 Est. Cost/Share $93.17 Unrealized @ Report Date —

JANX JANUX THERAPEUTICS INC 2.6%

Value $8.632M (+312.1%) Shares 190,000 (+280.0%) Share Price $45.43 * Est. Cost/Share $44.41 Unrealized @ Report Date -2.0%

SRPT SAREPTA THERAPEUTICS INC 4.5%

Value $14.99M (+72.5%) Shares 120,000 (+118.2%) Share Price $124.89 * Est. Cost/Share $121.31 Unrealized @ Report Date +14.0%

TARS TARSUS PHARMACEUTICALS INC 3.5%

Value $11.51M (+80.2%) Shares 350,000 (+48.9%) Share Price $32.89 * Est. Cost/Share $22.72 Unrealized @ Report Date +23.7%

VKTX VIKING THERAPEUTICS INC 2.7%

Value $8.863M (+76.0%) Shares 140,000 (+47.4%) Share Price $63.31 * Est. Cost/Share $52.36 Unrealized @ Report Date +12.1%

ANNX ANNEXON INC 1.2%

Value $3.848M (+153.3%) Shares 650,000 (+109.7%) Share Price $5.92 Est. Cost/Share $5.57 Unrealized @ Report Date +6.5%

ARVN ARVINAS INC 1.1%

Value $3.571M (+78.9%) Shares 145,000 (+93.3%) Share Price $24.63 * Est. Cost/Share $26.75 Unrealized @ Report Date -2.4%

TSHA TAYSHA GENE THERAPIES INC 1.3%

Value $4.322M (+54.3%) Shares 2,150,000 (+72.0%) Share Price $2.01 * Est. Cost/Share $2.17 Unrealized @ Report Date +1.1%

SNDX SYNDAX PHARMACEUTICALS INC 2.6%

Value $8.662M (+20.6%) Shares 450,000 (+28.6%) Share Price $19.25 * Est. Cost/Share $21.33 Unrealized @ Report Date -3.1%

TNYA TENAYA THERAPEUTICS INC 0.9%

Value $2.895M (-30.8%) Shares 1,500,000 (+11.1%) Share Price $1.93 * Est. Cost/Share $4.34 Unrealized @ Report Date -34.9%

INSM INSMED INC 1.7%

Value $5.475M (+25.7%) Shares 75,000 (+15.4%) Share Price $73.00 Est. Cost/Share $34.09 Unrealized @ Report Date +116.4%

RZLT REZOLUTE INC 2.2%

Value $7.154M (+17.0%) Shares 1,474,995 (+3.8%) Share Price $4.85 * Est. Cost/Share $3.48 Unrealized @ Report Date +32.0%

BBIO BRIDGEBIO PHARMA INC 1.3%

Value $4.455M (+25.6%) Shares 175,000 (+25.0%) Share Price $25.46 * Est. Cost/Share $26.67 Unrealized @ Report Date -1.6%

RGNX REGENXBIO INC 0.8%

Value $2.78M (+39.8%) Shares 265,000 (+55.9%) Share Price $10.49 * Est. Cost/Share $15.36 Unrealized @ Report Date -20.7%

KRRO KORRO BIO INC 1.1%

Value $3.676M (+8.5%) Shares 110,000 (+10.0%) Share Price $33.42 * Est. Cost/Share $54.05 Unrealized @ Report Date -22.1%

NUVB NUVATION BIO INC 0.9%

Value $3.091M (-7.9%) Shares 1,350,000 (+17.4%) Share Price $2.29 * Est. Cost/Share $3.05 Unrealized @ Report Date -0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	BLUEPRINT MEDICINES CORP	140,000 (+250.0%)	$12.95M (+200.4%)	3.9%	$92.50	$93.17	—	COM	09627Y109
JANX	JANUX THERAPEUTICS INC	190,000 (+280.0%)	$8.632M (+312.1%)	2.6%	$45.43 *	$44.41	-2.0%	COM	47103J105
SRPT	SAREPTA THERAPEUTICS INC	120,000 (+118.2%)	$14.99M (+72.5%)	4.5%	$124.89 *	$121.31	+14.0%	COM	803607100
TARS	TARSUS PHARMACEUTICALS INC	350,000 (+48.9%)	$11.51M (+80.2%)	3.5%	$32.89 *	$22.72	+23.7%	COM	87650L103
VKTX	VIKING THERAPEUTICS INC	140,000 (+47.4%)	$8.863M (+76.0%)	2.7%	$63.31 *	$52.36	+12.1%	COM	92686J106
ANNX	ANNEXON INC	650,000 (+109.7%)	$3.848M (+153.3%)	1.2%	$5.92	$5.57	+6.5%	COM	03589W102
ARVN	ARVINAS INC	145,000 (+93.3%)	$3.571M (+78.9%)	1.1%	$24.63 *	$26.75	-2.4%	COM	04335A105
TSHA	TAYSHA GENE THERAPIES INC	2,150,000 (+72.0%)	$4.322M (+54.3%)	1.3%	$2.01 *	$2.17	+1.1%	COM SHS	877619106
SNDX	SYNDAX PHARMACEUTICALS INC	450,000 (+28.6%)	$8.662M (+20.6%)	2.6%	$19.25 *	$21.33	-3.1%	COM	87164F105
TNYA	TENAYA THERAPEUTICS INC	1,500,000 (+11.1%)	$2.895M (-30.8%)	0.9%	$1.93 *	$4.34	-34.9%	COM	87990A106
INSM	INSMED INC	75,000 (+15.4%)	$5.475M (+25.7%)	1.7%	$73.00	$34.09	+116.4%	COM PAR $.01	457669307
RZLT	REZOLUTE INC	1,474,995 (+3.8%)	$7.154M (+17.0%)	2.2%	$4.85 *	$3.48	+32.0%	COM NEW	76200L309
BBIO	BRIDGEBIO PHARMA INC	175,000 (+25.0%)	$4.455M (+25.6%)	1.3%	$25.46 *	$26.67	-1.6%	COM	10806X102
RGNX	REGENXBIO INC	265,000 (+55.9%)	$2.78M (+39.8%)	0.8%	$10.49 *	$15.36	-20.7%	COM	75901B107
KRRO	KORRO BIO INC	110,000 (+10.0%)	$3.676M (+8.5%)	1.1%	$33.42 *	$54.05	-22.1%	COM	500946108
NUVB	NUVATION BIO INC	1,350,000 (+17.4%)	$3.091M (-7.9%)	0.9%	$2.29 *	$3.05	-0.0%	COM CL A	67080N101

Exited Positions (21)

BHVN BIOHAVEN LTD 5.1%

Value $17.01M Shares 490,000 Share Price $34.71 * Est. Cost/Share $35.01 Unrealized @ Report Date +11.1%

ALNY ALNYLAM PHARMACEUTICALS INC 5.0%

Value $16.62M Shares 68,400 Share Price $243.00 * Est. Cost/Share $168.43 Unrealized @ Report Date +54.6%

ALNY ALNYLAM PHARMACEUTICALS INC 1.7%

Value $5.468M Shares 22,500 Share Price $243.00 * Est. Cost/Share $168.43 Unrealized @ Report Date +54.6%

ACAD ACADIA PHARMACEUTICALS INC 1.1%

Value $3.656M Shares 225,000 Share Price $16.25 * Est. Cost/Share $25.31 Unrealized @ Report Date -34.1%

CABA CABALETTA BIO INC 0.8%

Value $2.774M Shares 370,899 Share Price $7.48 * Est. Cost/Share $19.60 Unrealized @ Report Date -70.5%

CYTK CYTOKINETICS INC 0.5%

Value $1.799M Shares 33,200 Share Price $54.18 * Est. Cost/Share $57.33 Unrealized @ Report Date -2.8%

— ELEVATION ONCOLOGY INC 0.5%

Value $1.62M Shares 600,000 Share Price $2.70 Est. Cost/Share $3.71 Unrealized @ Report Date —

KRYS KRYSTAL BIOTECH INC 0.5%

Value $1.561M Shares 8,500 Share Price $183.64 * Est. Cost/Share $117.03 Unrealized @ Report Date +64.8%

ANNX ANNEXON INC 0.3%

Value $1.051M Shares 214,500 Share Price $4.90 * Est. Cost/Share $5.57 Unrealized @ Report Date +6.5%

WVE WAVE LIFE SCIENCES LTD 0.3%

Value $998K Shares 200,000 Share Price $4.99 * Est. Cost/Share $5.70 Unrealized @ Report Date +4.8%

— RAPT THERAPEUTICS INC 0.3%

Value $915K Shares 300,000 Share Price $3.05 Est. Cost/Share — Unrealized @ Report Date —

ARWR ARROWHEAD PHARMACEUTICALS IN 0.3%

Value $910K Shares 35,000 Share Price $25.99 * Est. Cost/Share $31.99 Unrealized @ Report Date -23.7%

SGMT SAGIMET BIOSCIENCES INC 0.2%

Value $770K Shares 225,000 Share Price $3.42 * Est. Cost/Share $7.18 Unrealized @ Report Date -57.1%

— INTRA-CELLULAR THERAPIES INC 0.2%

Value $685K Shares 10,000 Share Price $68.49 Est. Cost/Share $68.49 Unrealized @ Report Date —

MGNX MACROGENICS INC 0.2%

Value $638K Shares 150,000 Share Price $4.25 * Est. Cost/Share $9.74 Unrealized @ Report Date -60.0%

PMVP PMV PHARMACEUTICALS INC 0.2%

Value $608K Shares 375,000 Share Price $1.62 * Est. Cost/Share $6.13 Unrealized @ Report Date -74.8%

PTCT PTC THERAPEUTICS INC 0.2%

Value $581K Shares 19,000 Share Price $30.58 * Est. Cost/Share $32.39 Unrealized @ Report Date +3.3%

— REVANCE THERAPEUTICS INC 0.2%

Value $578K Shares 225,000 Share Price $2.57 Est. Cost/Share $21.62 Unrealized @ Report Date —

NTLA INTELLIA THERAPEUTICS INC 0.2%

Value $560K Shares 25,000 Share Price $22.38 * Est. Cost/Share $27.78 Unrealized @ Report Date -17.0%

ANTX AN2 THERAPEUTICS INC 0.1%

Value $472K Shares 219,331 Share Price $2.15 * Est. Cost/Share $10.88 Unrealized @ Report Date -84.1%

CTMX CYTOMX THERAPEUTICS INC 0.1%

Value $366K Shares 300,000 Share Price $1.22 * Est. Cost/Share $1.85 Unrealized @ Report Date -31.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BHVN	BIOHAVEN LTD	490,000	$17.01M	5.1%	$34.71 *	$35.01	+11.1%	—	G1110E107
ALNY	ALNYLAM PHARMACEUTICALS INC	68,400	$16.62M	5.0%	$243.00 *	$168.43	+54.6%	PUT	02043Q107
ALNY	ALNYLAM PHARMACEUTICALS INC	22,500	$5.468M	1.7%	$243.00 *	$168.43	+54.6%	—	02043Q107
ACAD	ACADIA PHARMACEUTICALS INC	225,000	$3.656M	1.1%	$16.25 *	$25.31	-34.1%	—	004225108
CABA	CABALETTA BIO INC	370,899	$2.774M	0.8%	$7.48 *	$19.60	-70.5%	—	12674W109
CYTK	CYTOKINETICS INC	33,200	$1.799M	0.5%	$54.18 *	$57.33	-2.8%	—	23282W605
—	ELEVATION ONCOLOGY INC	600,000	$1.62M	0.5%	$2.70	$3.71	—	—	28623U101
KRYS	KRYSTAL BIOTECH INC	8,500	$1.561M	0.5%	$183.64 *	$117.03	+64.8%	—	501147102
ANNX	ANNEXON INC	214,500	$1.051M	0.3%	$4.90 *	$5.57	+6.5%	CALL	03589W102
WVE	WAVE LIFE SCIENCES LTD	200,000	$998K	0.3%	$4.99 *	$5.70	+4.8%	—	Y95308105
—	RAPT THERAPEUTICS INC	300,000	$915K	0.3%	$3.05	—	—	CALL	75382E109
ARWR	ARROWHEAD PHARMACEUTICALS IN	35,000	$910K	0.3%	$25.99 *	$31.99	-23.7%	—	04280A100
SGMT	SAGIMET BIOSCIENCES INC	225,000	$770K	0.2%	$3.42 *	$7.18	-57.1%	—	786700104
—	INTRA-CELLULAR THERAPIES INC	10,000	$685K	0.2%	$68.49	$68.49	—	—	46116X101
MGNX	MACROGENICS INC	150,000	$638K	0.2%	$4.25 *	$9.74	-60.0%	—	556099109
PMVP	PMV PHARMACEUTICALS INC	375,000	$608K	0.2%	$1.62 *	$6.13	-74.8%	—	69353Y103
PTCT	PTC THERAPEUTICS INC	19,000	$581K	0.2%	$30.58 *	$32.39	+3.3%	—	69366J200
—	REVANCE THERAPEUTICS INC	225,000	$578K	0.2%	$2.57	$21.62	—	—	761330109
NTLA	INTELLIA THERAPEUTICS INC	25,000	$560K	0.2%	$22.38 *	$27.78	-17.0%	—	45826J105
ANTX	AN2 THERAPEUTICS INC	219,331	$472K	0.1%	$2.15 *	$10.88	-84.1%	—	037326105
CTMX	CYTOMX THERAPEUTICS INC	300,000	$366K	0.1%	$1.22 *	$1.85	-31.2%	—	23284F105

Decreased Positions (23)

INSM INSMED INC 1.1%

Value $3.65M (-72.8%) Shares 50,000 (-75.0%) Share Price $73.00 Est. Cost/Share $34.09 Unrealized @ Report Date +116.4%

MLTX MOONLAKE IMMUNOTHERAPEUTICS 2.0%

Value $6.474M (-50.9%) Shares 128,411 (-57.2%) Share Price $50.42 * Est. Cost/Share $45.36 Unrealized @ Report Date +3.3%

VRDN VIRIDIAN THERAPEUTICS INC 0.5%

Value $1.706M (-77.7%) Shares 75,000 (-87.2%) Share Price $22.75 * Est. Cost/Share $19.55 Unrealized @ Report Date -16.4%

SLNO SOLENO THERAPEUTICS INC 2.3%

Value $7.574M (-38.1%) Shares 150,000 (-50.0%) Share Price $50.49 * Est. Cost/Share $37.99 Unrealized @ Report Date +26.0%

CRBP CORBUS PHARMACEUTICALS HLDGS 1.0%

Value $3.301M (-58.3%) Shares 160,000 (-8.6%) Share Price $20.63 * Est. Cost/Share $36.40 Unrealized @ Report Date +40.6%

SYRE SPYRE THERAPEUTICS INC 0.5%

Value $1.765M (-70.0%) Shares 60,000 (-76.0%) Share Price $29.41 * Est. Cost/Share $31.83 Unrealized @ Report Date -12.5%

ASND ASCENDIS PHARMA A/S 2.4%

Value $7.839M (-33.7%) Shares 52,500 (-39.5%) Share Price $149.31 Est. Cost/Share $136.38 Unrealized @ Report Date —

APLS APELLIS PHARMACEUTICALS INC 0.6%

Value $1.875M (-63.8%) Shares 65,000 (-51.9%) Share Price $28.84 * Est. Cost/Share $63.06 Unrealized @ Report Date -41.3%

CRNX CRINETICS PHARMACEUTICALS IN 2.3%

Value $7.665M (-28.7%) Shares 150,000 (-37.5%) Share Price $51.10 Est. Cost/Share $35.29 Unrealized @ Report Date +46.2%

ENGN ENGENE HOLDINGS INC 0.3%

Value $1.062M (-73.2%) Shares 160,898 (-61.7%) Share Price $6.60 * Est. Cost/Share $12.55 Unrealized @ Report Date -40.7%

PCVX VAXCYTE INC 2.8%

Value $9.142M (-19.3%) Shares 80,000 (-46.7%) Share Price $114.27 * Est. Cost/Share $51.35 Unrealized @ Report Date +75.5%

TGTX TG THERAPEUTICS INC 2.2%

Value $7.251M (-18.5%) Shares 310,000 (-38.0%) Share Price $23.39 * Est. Cost/Share $15.64 Unrealized @ Report Date +39.6%

ROIV ROIVANT SCIENCES LTD 2.8%

Value $9.232M (-12.7%) Shares 800,000 (-20.0%) Share Price $11.54 Est. Cost/Share $10.26 Unrealized @ Report Date +10.9%

CGON CG ONCOLOGY INC 2.8%

Value $9.432M (+14.9%) Shares 250,000 (-3.8%) Share Price $37.73 * Est. Cost/Share $36.44 Unrealized @ Report Date -3.8%

SVRA SAVARA INC 0.9%

Value $3.074M (-27.4%) Shares 725,000 (-31.0%) Share Price $4.24 * Est. Cost/Share $4.36 Unrealized @ Report Date +1.2%

CATX PERSPECTIVE THERAPEUTICS INC 3.0%

Value $10.01M (+8.6%) Shares 750,000 (-18.9%) Share Price $13.35 Est. Cost/Share $14.46 Unrealized @ Report Date -8.0%

IMVT IMMUNOVANT INC 1.9%

Value $6.13M (-10.7%) Shares 215,000 (-17.3%) Share Price $28.51 * Est. Cost/Share $32.31 Unrealized @ Report Date -8.7%

RYTM RHYTHM PHARMACEUTICALS INC 1.2%

Value $4.131M (-14.3%) Shares 78,842 (-32.8%) Share Price $52.39 * Est. Cost/Share $43.76 Unrealized @ Report Date +9.5%

PHAT PHATHOM PHARMACEUTICALS INC 2.0%

Value $6.78M (+9.7%) Shares 375,000 (-37.5%) Share Price $18.08 * Est. Cost/Share $11.64 Unrealized @ Report Date +20.0%

NGNE NEUROGENE INC 0.6%

Value $2.098M (-17.6%) Shares 50,000 (-28.6%) Share Price $41.96 * Est. Cost/Share $34.60 Unrealized @ Report Date +12.1%

OLMA OLEMA PHARMACEUTICALS INC 1.9%

Value $6.388M (+7.3%) Shares 535,000 (-2.7%) Share Price $11.94 * Est. Cost/Share $11.59 Unrealized @ Report Date +10.3%

PRQR PROQR THRAPEUTICS N V 0.5%

Value $1.616M (+8.1%) Shares 887,700 (-1.4%) Share Price $1.82 * Est. Cost/Share $1.94 Unrealized @ Report Date -3.3%

AXSM AXSOME THERAPEUTICS INC 3.7%

Value $12.13M (+0.5%) Shares 135,000 (-10.0%) Share Price $89.87 * Est. Cost/Share $54.36 Unrealized @ Report Date +60.6%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
INSM	INSMED INC	50,000 (-75.0%)	$3.65M (-72.8%)	1.1%	$73.00	$34.09	+116.4%	CALL	457669307
MLTX	MOONLAKE IMMUNOTHERAPEUTICS	128,411 (-57.2%)	$6.474M (-50.9%)	2.0%	$50.42 *	$45.36	+3.3%	CLASS A ORD	61559X104
VRDN	VIRIDIAN THERAPEUTICS INC	75,000 (-87.2%)	$1.706M (-77.7%)	0.5%	$22.75 *	$19.55	-16.4%	COM	92790C104
SLNO	SOLENO THERAPEUTICS INC	150,000 (-50.0%)	$7.574M (-38.1%)	2.3%	$50.49 *	$37.99	+26.0%	COM	834203309
CRBP	CORBUS PHARMACEUTICALS HLDGS	160,000 (-8.6%)	$3.301M (-58.3%)	1.0%	$20.63 *	$36.40	+40.6%	COM NEW	21833P301
SYRE	SPYRE THERAPEUTICS INC	60,000 (-76.0%)	$1.765M (-70.0%)	0.5%	$29.41 *	$31.83	-12.5%	COM NEW	00773J202
ASND	ASCENDIS PHARMA A/S	52,500 (-39.5%)	$7.839M (-33.7%)	2.4%	$149.31	$136.38	—	SPONSORED ADR	04351P101
APLS	APELLIS PHARMACEUTICALS INC	65,000 (-51.9%)	$1.875M (-63.8%)	0.6%	$28.84 *	$63.06	-41.3%	COM	03753U106
CRNX	CRINETICS PHARMACEUTICALS IN	150,000 (-37.5%)	$7.665M (-28.7%)	2.3%	$51.10	$35.29	+46.2%	COM	22663K107
ENGN	ENGENE HOLDINGS INC	160,898 (-61.7%)	$1.062M (-73.2%)	0.3%	$6.60 *	$12.55	-40.7%	COM	29286M105
PCVX	VAXCYTE INC	80,000 (-46.7%)	$9.142M (-19.3%)	2.8%	$114.27 *	$51.35	+75.5%	COM	92243G108
TGTX	TG THERAPEUTICS INC	310,000 (-38.0%)	$7.251M (-18.5%)	2.2%	$23.39 *	$15.64	+39.6%	COM	88322Q108
ROIV	ROIVANT SCIENCES LTD	800,000 (-20.0%)	$9.232M (-12.7%)	2.8%	$11.54	$10.26	+10.9%	SHS	G76279101
CGON	CG ONCOLOGY INC	250,000 (-3.8%)	$9.432M (+14.9%)	2.8%	$37.73 *	$36.44	-3.8%	COM	156944100
SVRA	SAVARA INC	725,000 (-31.0%)	$3.074M (-27.4%)	0.9%	$4.24 *	$4.36	+1.2%	COM	805111101
CATX	PERSPECTIVE THERAPEUTICS INC	750,000 (-18.9%)	$10.01M (+8.6%)	3.0%	$13.35	$14.46	-8.0%	COM NEW	46489V302
IMVT	IMMUNOVANT INC	215,000 (-17.3%)	$6.13M (-10.7%)	1.9%	$28.51 *	$32.31	-8.7%	COM	45258J102
RYTM	RHYTHM PHARMACEUTICALS INC	78,842 (-32.8%)	$4.131M (-14.3%)	1.2%	$52.39 *	$43.76	+9.5%	COM	76243J105
PHAT	PHATHOM PHARMACEUTICALS INC	375,000 (-37.5%)	$6.78M (+9.7%)	2.0%	$18.08 *	$11.64	+20.0%	COM	71722W107
NGNE	NEUROGENE INC	50,000 (-28.6%)	$2.098M (-17.6%)	0.6%	$41.96 *	$34.60	+12.1%	COM	64135M105
OLMA	OLEMA PHARMACEUTICALS INC	535,000 (-2.7%)	$6.388M (+7.3%)	1.9%	$11.94 *	$11.59	+10.3%	COM	68062P106
PRQR	PROQR THRAPEUTICS N V	887,700 (-1.4%)	$1.616M (+8.1%)	0.5%	$1.82 *	$1.94	-3.3%	SHS EURO	N71542109
AXSM	AXSOME THERAPEUTICS INC	135,000 (-10.0%)	$12.13M (+0.5%)	3.7%	$89.87 *	$54.36	+60.6%	COM	05464T104

Unchanged Positions (3)

REPL REPLIMUNE GROUP INC 1.5%

Value $4.932M Shares 450,000 Share Price $10.96 * Est. Cost/Share $10.29 Unrealized @ Report Date -1.3%

ATYR ATYR PHARMA INC 0.4%

Value $1.408M Shares 800,000 Share Price $1.76 * Est. Cost/Share $1.74 Unrealized @ Report Date +4.4%

BBOT HELIX ACQUISITION CORP II 0.9%

Value $3.135M Shares 300,000 Share Price $10.45 Est. Cost/Share $10.35 Unrealized @ Report Date +0.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
REPL	REPLIMUNE GROUP INC	450,000	$4.932M	1.5%	$10.96 *	$10.29	-1.3%	COM	76029N106
ATYR	ATYR PHARMA INC	800,000	$1.408M	0.4%	$1.76 *	$1.74	+4.4%	COM NEW	002120202
BBOT	HELIX ACQUISITION CORP II	300,000	$3.135M	0.9%	$10.45	$10.35	+0.1%	CL A ORD SHS	G4444H101