Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WAY	WAYSTAR HLDG CORP	1,630,000	$39.3M	0.4%	$27.49	0.0%	COM	946784105
CADL	CANDEL THERAPEUTICS INC	6,422,018	$31.47M	0.3%	$5.74	0.0%	COM	137404109
AKTS	AKTIS ONCOLOGY INC	1,592,043	$28.48M	0.3%	$17.89	—	COM	01021M104
DNTH	DIANTHUS THERAPEUTICS INC	248,063	$20.82M	0.2%	$47.58	0.0%	COM	252828108
IPSC	CENTURY THERAPEUTICS INC	8,695,652	$19.65M	0.2%	$1.94	0.0%	COM	15673T100
AVTX	AVALO THERAPEUTICS INC	856,962	$12.79M	0.1%	$15.50	0.0%	COM NEW	05338F306
OCGN	OCUGEN INC	6,666,666	$12.07M	0.1%	$1.56	0.0%	COM	67577C105
ATAI	ATAIBECKLEY INC	2,000,000	$7.08M	0.1%	$3.85	0.0%	COM SHS	04650F101
DFTX	DEFINIUM THERAPEUTICS INC	300,000	$5.67M	0.1%	$16.29	0.0%	COM SHS	24477V105

Increased Positions (25)

CGON CG ONCOLOGY INC 4.7%

Value $473M (+465.9%) Shares 6,984,808 (+247.1%) Est. Cost $47.95 Unrealized +9.3%

CELC CELCUITY INC 3.5%

Value $347M (+532.3%) Shares 3,039,621 (+452.5%) Est. Cost $102.90 Unrealized +4.4%

TNGX TANGO THERAPEUTICS INC 2.8%

Value $278M (+2006.0%) Shares 13,300,620 (+791.9%) Est. Cost $11.54 Unrealized +3.2%

ERAS ERASCA INC 2.6%

Value $261M (+47819.9%) Shares 16,157,175 (+10917.4%) Est. Cost $9.96 Unrealized +0.7%

HNGE HINGE HEALTH INC 0.7%

Value $74.42M (+353.2%) Shares 1,930,000 (+446.0%) Est. Cost $41.98 Unrealized -3.3%

ARGX ARGENX SE 5.2%

Value $518M (-8.5%) Shares 709,446 (+5.3%) Est. Cost $371.13 Unrealized —

ISRG INTUITIVE SURGICAL INC 1.0%

Value $101M (+76.9%) Shares 220,000 (+117.3%) Est. Cost $535.72 Unrealized -2.8%

RDNT RADNET INC 2.4%

Value $239M (-14.8%) Shares 4,285,000 (+8.8%) Est. Cost $56.48 Unrealized +26.6%

ESTA ESTABLISHMENT LABS HLDGS INC 1.5%

Value $151M (-20.1%) Shares 2,655,695 (+2.6%) Est. Cost $29.24 Unrealized +140.5%

CNTA CENTESSA PHARMACEUTICALS PLC 0.8%

Value $81.59M (+82.2%) Shares 2,054,175 (+14.7%) Est. Cost $19.82 Unrealized —

RGEN REPLIGEN CORP 1.4%

Value $142M (-18.5%) Shares 1,206,000 (+13.3%) Est. Cost $156.13 Unrealized -2.4%

APGE APOGEE THERAPEUTICS INC 2.3%

Value $234M (+14.4%) Shares 2,782,097 (+2.6%) Est. Cost $28.15 Unrealized +156.6%

CSTL CASTLE BIOSCIENCES INC 0.7%

Value $67.72M (-17.7%) Shares 2,758,335 (+30.4%) Est. Cost $33.30 Unrealized +10.5%

REPL REPLIMUNE GROUP INC 0.6%

Value $56.28M (-18.9%) Shares 7,356,916 (+3.0%) Est. Cost $7.46 Unrealized +4.6%

IRTC IRHYTHM HOLDINGS INC 2.0%

Value $197M (-6.1%) Shares 1,668,500 (+41.2%) Est. Cost $171.78 Unrealized -7.7%

EVMN EVOMMUNE INC 0.3%

Value $34.54M (+57.2%) Shares 1,502,235 (+17.0%) Est. Cost $19.25 Unrealized +14.2%

CRNX CRINETICS PHARMACEUTICALS IN 0.5%

Value $52.71M (-16.2%) Shares 1,451,326 (+7.4%) Est. Cost $36.95 Unrealized +33.2%

AQST AQUESTIVE THERAPEUTICS INC 0.3%

Value $30.82M (-23.7%) Shares 7,426,471 (+18.8%) Est. Cost $4.28 Unrealized -6.0%

CMPX COMPASS THERAPEUTICS INC 0.2%

Value $22.15M (+65.0%) Shares 4,186,599 (+67.5%) Est. Cost $4.30 Unrealized +39.4%

RARE ULTRAGENYX PHARMACEUTICAL IN 0.8%

Value $76.44M (+10.8%) Shares 3,648,795 (+21.6%) Est. Cost $37.67 Unrealized -38.0%

STOK STOKE THERAPEUTICS INC 1.8%

Value $183M (+4.0%) Shares 5,623,525 (+1.4%) Est. Cost $22.93 Unrealized +38.8%

IMTX IMMATICS N.V 1.3%

Value $127M (+5.5%) Shares 12,869,340 (+12.6%) Est. Cost $10.03 Unrealized -2.1%

MIST MILESTONE PHARMACEUTICALS IN 0.1%

Value $7.534M (+48.8%) Shares 6,331,001 (+152.6%) Est. Cost $9.08 Unrealized -79.1%

FLGT FULGENT GENETICS INC 0.2%

Value $20.5M (+10.7%) Shares 1,289,000 (+82.8%) Est. Cost $25.80 Unrealized -0.7%

CMPS COMPASS PATHWAYS PLC 0.6%

Value $58.8M (-2.7%) Shares 10,632,390 (+21.4%) Est. Cost $3.72 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CGON	CG ONCOLOGY INC	6,984,808 (+247.1%)	$473M (+465.9%)	4.7%	$47.95	+9.3%	COM	156944100
CELC	CELCUITY INC	3,039,621 (+452.5%)	$347M (+532.3%)	3.5%	$102.90	+4.4%	COM	15102K100
TNGX	TANGO THERAPEUTICS INC	13,300,620 (+791.9%)	$278M (+2006.0%)	2.8%	$11.54	+3.2%	COM	87583X109
ERAS	ERASCA INC	16,157,175 (+10917.4%)	$261M (+47819.9%)	2.6%	$9.96	+0.7%	COM	29479A108
HNGE	HINGE HEALTH INC	1,930,000 (+446.0%)	$74.42M (+353.2%)	0.7%	$41.98	-3.3%	CL A	433313103
ARGX	ARGENX SE	709,446 (+5.3%)	$518M (-8.5%)	5.2%	$371.13	—	SPONSORED ADR	04016X101
ISRG	INTUITIVE SURGICAL INC	220,000 (+117.3%)	$101M (+76.9%)	1.0%	$535.72	-2.8%	COM NEW	46120E602
RDNT	RADNET INC	4,285,000 (+8.8%)	$239M (-14.8%)	2.4%	$56.48	+26.6%	COM	750491102
ESTA	ESTABLISHMENT LABS HLDGS INC	2,655,695 (+2.6%)	$151M (-20.1%)	1.5%	$29.24	+140.5%	COM	G31249108
CNTA	CENTESSA PHARMACEUTICALS PLC	2,054,175 (+14.7%)	$81.59M (+82.2%)	0.8%	$19.82	—	SPONSORED ADS	152309100
RGEN	REPLIGEN CORP	1,206,000 (+13.3%)	$142M (-18.5%)	1.4%	$156.13	-2.4%	COM	759916109
APGE	APOGEE THERAPEUTICS INC	2,782,097 (+2.6%)	$234M (+14.4%)	2.3%	$28.15	+156.6%	COM	03770N101
CSTL	CASTLE BIOSCIENCES INC	2,758,335 (+30.4%)	$67.72M (-17.7%)	0.7%	$33.30	+10.5%	COM	14843C105
REPL	REPLIMUNE GROUP INC	7,356,916 (+3.0%)	$56.28M (-18.9%)	0.6%	$7.46	+4.6%	COM	76029N106
IRTC	IRHYTHM HOLDINGS INC	1,668,500 (+41.2%)	$197M (-6.1%)	2.0%	$171.78	-7.7%	COM	450056106
EVMN	EVOMMUNE INC	1,502,235 (+17.0%)	$34.54M (+57.2%)	0.3%	$19.25	+14.2%	COM SHS	30054Y107
CRNX	CRINETICS PHARMACEUTICALS IN	1,451,326 (+7.4%)	$52.71M (-16.2%)	0.5%	$36.95	+33.2%	COM	22663K107
AQST	AQUESTIVE THERAPEUTICS INC	7,426,471 (+18.8%)	$30.82M (-23.7%)	0.3%	$4.28	-6.0%	COM	03843E104
CMPX	COMPASS THERAPEUTICS INC	4,186,599 (+67.5%)	$22.15M (+65.0%)	0.2%	$4.30	+39.4%	COM	20454B104
RARE	ULTRAGENYX PHARMACEUTICAL IN	3,648,795 (+21.6%)	$76.44M (+10.8%)	0.8%	$37.67	-38.0%	COM	90400D108
STOK	STOKE THERAPEUTICS INC	5,623,525 (+1.4%)	$183M (+4.0%)	1.8%	$22.93	+38.8%	COM	86150R107
IMTX	IMMATICS N.V	12,869,340 (+12.6%)	$127M (+5.5%)	1.3%	$10.03	-2.1%	SHS	N44445109
MIST	MILESTONE PHARMACEUTICALS IN	6,331,001 (+152.6%)	$7.534M (+48.8%)	0.1%	$9.08	-79.1%	COM	59935V107
FLGT	FULGENT GENETICS INC	1,289,000 (+82.8%)	$20.5M (+10.7%)	0.2%	$25.80	-0.7%	COM	359664109
CMPS	COMPASS PATHWAYS PLC	10,632,390 (+21.4%)	$58.8M (-2.7%)	0.6%	$3.72	—	SPONSORED ADS	20451W101

Exited Positions (12)

PEN PENUMBRA INC 2.7%

Value $269M Shares 866,499 Est. Cost $247.59 Unrealized +37.1%

AXSM AXSOME THERAPEUTICS INC 1.6%

Value $162M Shares 888,001 Est. Cost $56.00 Unrealized +221.9%

PODD INSULET CORP 0.9%

Value $92.26M Shares 324,600 Est. Cost $312.66 Unrealized -15.4%

MASI MASIMO CORP 0.9%

Value $88.87M Shares 683,294 Est. Cost $166.52 Unrealized -12.8%

RAPT RAPT THERAPEUTICS INC 0.6%

Value $55.45M Shares 1,637,165 Est. Cost $10.01 Unrealized +404.4%

TEM TEMPUS AI INC 0.1%

Value $11.81M Shares 200,000 Est. Cost $53.98 Unrealized +13.5%

IQV IQVIA HLDGS INC 0.1%

Value $10.37M Shares 46,000 Est. Cost $217.58 Unrealized -3.4%

— ATAI BECKLEY NV 0.1%

Value $8.18M Shares 2,000,000 Est. Cost $4.09 Unrealized —

ALUR ALLURION TECHNOLOGIES INC 0.1%

Value $7.246M Shares 5,891,430 Est. Cost $2.38 Unrealized -40.4%

GPCR STRUCTURE THERAPEUTICS INC 0.1%

Value $6.955M Shares 100,000 Est. Cost $69.55 Unrealized —

— MIND MEDICINE MINDMED INC 0.0%

Value $4.017M Shares 300,000 Est. Cost $13.39 Unrealized —

CRVS CORVUS PHARMACEUTICALS INC 0.0%

Value $3.447M Shares 447,607 Est. Cost $7.47 Unrealized +118.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PEN	PENUMBRA INC	866,499	$269M	2.7%	$247.59	+37.1%	—	70975L107
AXSM	AXSOME THERAPEUTICS INC	888,001	$162M	1.6%	$56.00	+221.9%	—	05464T104
PODD	INSULET CORP	324,600	$92.26M	0.9%	$312.66	-15.4%	—	45784P101
MASI	MASIMO CORP	683,294	$88.87M	0.9%	$166.52	-12.8%	—	574795100
RAPT	RAPT THERAPEUTICS INC	1,637,165	$55.45M	0.6%	$10.01	+404.4%	—	75382E208
TEM	TEMPUS AI INC	200,000	$11.81M	0.1%	$53.98	+13.5%	—	88023B103
IQV	IQVIA HLDGS INC	46,000	$10.37M	0.1%	$217.58	-3.4%	—	46266C105
—	ATAI BECKLEY NV	2,000,000	$8.18M	0.1%	$4.09	—	—	N0731H103
ALUR	ALLURION TECHNOLOGIES INC	5,891,430	$7.246M	0.1%	$2.38	-40.4%	—	02008G201
GPCR	STRUCTURE THERAPEUTICS INC	100,000	$6.955M	0.1%	$69.55	—	—	86366E106
—	MIND MEDICINE MINDMED INC	300,000	$4.017M	0.0%	$13.39	—	—	60255C885
CRVS	CORVUS PHARMACEUTICALS INC	447,607	$3.447M	0.0%	$7.47	+118.2%	—	221015100

Decreased Positions (12)

NTRA NATERA INC 2.5%

Value $250M (-27.3%) Shares 1,250,000 (-16.7%) Est. Cost $42.76 Unrealized +428.2%

COGT COGENT BIOSCIENCES INC 2.1%

Value $210M (-22.1%) Shares 5,458,675 (-28.1%) Est. Cost $20.68 Unrealized +80.7%

BBNX BETA BIONICS INC 0.2%

Value $20.04M (-73.7%) Shares 2,000,000 (-20.0%) Est. Cost $18.64 Unrealized -8.3%

SYK STRYKER CORPORATION 0.3%

Value $32.86M (-61.8%) Shares 100,000 (-59.2%) Est. Cost $348.93 Unrealized +4.5%

QURE UNIQURE NV 0.4%

Value $42.29M (-52.4%) Shares 2,586,356 (-30.3%) Est. Cost $12.98 Unrealized +81.5%

APLS APELLIS PHARMACEUTICALS INC 1.5%

Value $148M (-23.0%) Shares 3,685,045 (-51.9%) Est. Cost $23.46 Unrealized -3.3%

TSHA TAYSHA GENE THERAPIES INC 0.6%

Value $61.15M (-32.2%) Shares 13,680,248 (-16.6%) Est. Cost $1.88 Unrealized +153.8%

JBIO JADE BIOSCIENCES INC 0.1%

Value $8.054M (-64.0%) Shares 573,205 (-60.4%) Est. Cost $33.31 Unrealized -55.6%

LRMR LARIMAR THERAPEUTICS INC 0.1%

Value $6.75M (-43.3%) Shares 1,500,000 (-52.0%) Est. Cost $3.75 Unrealized -7.7%

XGN EXAGEN INC 0.0%

Value $1.186M (-75.3%) Shares 395,231 (-50.0%) Est. Cost $11.21 Unrealized -61.4%

TENX TENAX THERAPEUTICS INC 0.1%

Value $5.92M (+28.4%) Shares 370,246 (-2.1%) Est. Cost $6.41 Unrealized +110.4%

ZLAB ZAI LAB LTD 1.2%

Value $124M (+0.7%) Shares 6,574,032 (-5.5%) Est. Cost $22.08 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NTRA	NATERA INC	1,250,000 (-16.7%)	$250M (-27.3%)	2.5%	$42.76	+428.2%	COM	632307104
COGT	COGENT BIOSCIENCES INC	5,458,675 (-28.1%)	$210M (-22.1%)	2.1%	$20.68	+80.7%	COM	19240Q201
BBNX	BETA BIONICS INC	2,000,000 (-20.0%)	$20.04M (-73.7%)	0.2%	$18.64	-8.3%	COM	08659B102
SYK	STRYKER CORPORATION	100,000 (-59.2%)	$32.86M (-61.8%)	0.3%	$348.93	+4.5%	COM	863667101
QURE	UNIQURE NV	2,586,356 (-30.3%)	$42.29M (-52.4%)	0.4%	$12.98	+81.5%	SHS	N90064101
APLS	APELLIS PHARMACEUTICALS INC	3,685,045 (-51.9%)	$148M (-23.0%)	1.5%	$23.46	-3.3%	COM	03753U106
TSHA	TAYSHA GENE THERAPIES INC	13,680,248 (-16.6%)	$61.15M (-32.2%)	0.6%	$1.88	+153.8%	COM SHS	877619106
JBIO	JADE BIOSCIENCES INC	573,205 (-60.4%)	$8.054M (-64.0%)	0.1%	$33.31	-55.6%	COM NEW	008064206
LRMR	LARIMAR THERAPEUTICS INC	1,500,000 (-52.0%)	$6.75M (-43.3%)	0.1%	$3.75	-7.7%	COM	517125100
XGN	EXAGEN INC	395,231 (-50.0%)	$1.186M (-75.3%)	0.0%	$11.21	-61.4%	COM	30068X103
TENX	TENAX THERAPEUTICS INC	370,246 (-2.1%)	$5.92M (+28.4%)	0.1%	$6.41	+110.4%	COM NEW	88032L605
ZLAB	ZAI LAB LTD	6,574,032 (-5.5%)	$124M (+0.7%)	1.2%	$22.08	—	ADR	98887Q104

Unchanged Positions (42)

MDGL MADRIGAL PHARMACEUTICALS INC 10.4%

Value $1.044B Shares 1,993,687 Est. Cost $231.65 Unrealized +112.6%

PTGX PROTAGONIST THERAPEUTICS INC 5.3%

Value $533M Shares 5,059,053 Est. Cost $23.47 Unrealized +254.9%

SYRE SPYRE THERAPEUTICS INC 2.1%

Value $210M Shares 4,171,996 Est. Cost $21.67 Unrealized +59.4%

PTCT PTC THERAPEUTICS INC 5.3%

Value $528M Shares 7,746,415 Est. Cost $38.50 Unrealized +91.4%

INSM INSMED INC 7.9%

Value $792M Shares 4,842,880 Est. Cost $85.76 Unrealized +85.4%

ORKA ORUKA THERAPEUTICS INC 1.0%

Value $101M Shares 2,058,148 Est. Cost $33.93 Unrealized -4.4%

TARS TARSUS PHARMACEUTICALS INC 2.3%

Value $235M Shares 3,346,025 Est. Cost $28.29 Unrealized +146.4%

ACAD ACADIA PHARMACEUTICALS INC 1.6%

Value $159M Shares 7,144,524 Est. Cost $21.24 Unrealized +18.7%

URGN UROGEN PHARMA LTD 0.8%

Value $81.7M Shares 4,543,895 Est. Cost $14.29 Unrealized +45.8%

IMCR IMMUNOCORE HLDGS PLC 1.5%

Value $147M Shares 4,869,798 Est. Cost $43.23 Unrealized —

XNCR XENCOR INC 0.8%

Value $81.74M Shares 6,777,461 Est. Cost $13.91 Unrealized -9.0%

VSTM VERASTEM INC 0.3%

Value $34.85M Shares 6,576,306 Est. Cost $6.84 Unrealized -5.3%

KOD KODIAK SCIENCES INC 0.6%

Value $56.72M Shares 1,487,934 Est. Cost $20.48 Unrealized +24.1%

GH GUARDANT HEALTH INC 1.4%

Value $137M Shares 1,481,033 Est. Cost $48.77 Unrealized +120.3%

WVE WAVE LIFE SCIENCES LTD 0.1%

Value $9.787M Shares 1,350,000 Est. Cost $7.37 Unrealized +86.5%

ALKS ALKERMES PLC 0.6%

Value $59.13M Shares 1,672,356 Est. Cost $27.15 Unrealized +19.1%

NBIX NEUROCRINE BIOSCIENCES INC 1.4%

Value $140M Shares 1,062,072 Est. Cost $114.68 Unrealized +17.1%

GHRS GH RESEARCH PLC 0.8%

Value $83.43M Shares 5,933,815 Est. Cost $14.83 Unrealized +5.9%

CGEM CULLINAN THERAPEUTICS INC 0.2%

Value $24.24M Shares 1,705,960 Est. Cost $19.93 Unrealized -40.0%

CYTK CYTOKINETICS INC 1.8%

Value $179M Shares 2,721,158 Est. Cost $29.14 Unrealized +121.1%

LMRI LUMEXA IMAGING HOLDINGS INC 0.1%

Value $5.59M Shares 650,000 Est. Cost $18.05 Unrealized -19.7%

KLRS KALARIS THERAPEUTICS INC 0.1%

Value $7.501M Shares 1,300,000 Est. Cost $6.39 Unrealized +46.6%

SVRA SAVARA INC 0.3%

Value $32.5M Shares 5,952,380 Est. Cost $4.90 Unrealized +16.2%

CBIO CRESCENT BIOPHARMA INC. 0.1%

Value $6.849M Shares 372,856 Est. Cost $12.74 Unrealized -13.2%

HTFL HEARTFLOW INC 0.1%

Value $12.04M Shares 495,000 Est. Cost $32.24 Unrealized -10.1%

BEAM BEAM THERAPEUTICS INC 0.1%

Value $13.59M Shares 570,394 Est. Cost $25.51 Unrealized +14.4%

ARWR ARROWHEAD PHARMACEUTICALS IN 0.4%

Value $36.72M Shares 585,682 Est. Cost $49.01 Unrealized +34.1%

IMVT IMMUNOVANT INC 0.8%

Value $78.94M Shares 3,177,849 Est. Cost $22.30 Unrealized +17.8%

PCSC PERCEPTIVE CAP SOLUTIONS COR 0.1%

Value $8.145M Shares 742,500 Est. Cost $10.07 Unrealized +35.3%

KYMR KYMERA THERAPEUTICS INC 0.2%

Value $19.99M Shares 240,000 Est. Cost $67.53 Unrealized +14.9%

RCKT ROCKET PHARMACEUTICALS INC 0.6%

Value $63.32M Shares 17,687,772 Est. Cost $17.75 Unrealized -79.7%

IVA INVENTIVA SA 0.1%

Value $7.208M Shares 1,298,702 Est. Cost $4.65 Unrealized —

FDMT 4D MOLECULAR THERAPEUTICS IN 0.0%

Value $4.429M Shares 475,737 Est. Cost $10.14 Unrealized -15.5%

OBIO ORCHESTRA BIOMED HLDGS INC 0.4%

Value $35.3M Shares 8,306,063 Est. Cost $10.12 Unrealized -59.3%

OMDA OMADA HEALTH INC 0.0%

Value $2.514M Shares 200,000 Est. Cost $17.31 Unrealized -19.3%

IMA IMAGENEBIO INC 0.0%

Value $1.672M Shares 334,445 Est. Cost $13.25 Unrealized -47.9%

NGNE NEUROGENE INC 0.3%

Value $27.47M Shares 1,362,456 Est. Cost $34.49 Unrealized -47.4%

IRON DISC MEDICINE INC 0.0%

Value $1.918M Shares 30,000 Est. Cost $84.50 Unrealized -12.4%

CAPR CAPRICOR THERAPEUTICS INC 0.1%

Value $7.6M Shares 250,000 Est. Cost $13.06 Unrealized +90.5%

BLTE BELITE BIO INC 1.1%

Value $114M Shares 715,332 Est. Cost $122.41 Unrealized —

MDLN MEDLINE INC 0.0%

Value $3.115M Shares 70,000 Est. Cost $42.23 Unrealized +6.2%

RCKTW ROCKET PHARMACEUTICALS INC 0.0%

Value $7,210 Shares 350,000 Est. Cost $0.11 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MDGL	MADRIGAL PHARMACEUTICALS INC	1,993,687	$1.044B	10.4%	$231.65	+112.6%	COM	558868105
PTGX	PROTAGONIST THERAPEUTICS INC	5,059,053	$533M	5.3%	$23.47	+254.9%	COM	74366E102
SYRE	SPYRE THERAPEUTICS INC	4,171,996	$210M	2.1%	$21.67	+59.4%	COM NEW	00773J202
PTCT	PTC THERAPEUTICS INC	7,746,415	$528M	5.3%	$38.50	+91.4%	COM	69366J200
INSM	INSMED INC	4,842,880	$792M	7.9%	$85.76	+85.4%	COM PAR $.01	457669307
ORKA	ORUKA THERAPEUTICS INC	2,058,148	$101M	1.0%	$33.93	-4.4%	COM	687604108
TARS	TARSUS PHARMACEUTICALS INC	3,346,025	$235M	2.3%	$28.29	+146.4%	COM	87650L103
ACAD	ACADIA PHARMACEUTICALS INC	7,144,524	$159M	1.6%	$21.24	+18.7%	COM	004225108
URGN	UROGEN PHARMA LTD	4,543,895	$81.7M	0.8%	$14.29	+45.8%	COM	M96088105
IMCR	IMMUNOCORE HLDGS PLC	4,869,798	$147M	1.5%	$43.23	—	ADS	45258D105
XNCR	XENCOR INC	6,777,461	$81.74M	0.8%	$13.91	-9.0%	COM	98401F105
VSTM	VERASTEM INC	6,576,306	$34.85M	0.3%	$6.84	-5.3%	COM NEW	92337C203
KOD	KODIAK SCIENCES INC	1,487,934	$56.72M	0.6%	$20.48	+24.1%	COM	50015M109
GH	GUARDANT HEALTH INC	1,481,033	$137M	1.4%	$48.77	+120.3%	COM	40131M109
WVE	WAVE LIFE SCIENCES LTD	1,350,000	$9.787M	0.1%	$7.37	+86.5%	SHS	Y95308105
ALKS	ALKERMES PLC	1,672,356	$59.13M	0.6%	$27.15	+19.1%	SHS	G01767105
NBIX	NEUROCRINE BIOSCIENCES INC	1,062,072	$140M	1.4%	$114.68	+17.1%	COM	64125C109
GHRS	GH RESEARCH PLC	5,933,815	$83.43M	0.8%	$14.83	+5.9%	ORDINARY SHARES	G3855L106
CGEM	CULLINAN THERAPEUTICS INC	1,705,960	$24.24M	0.2%	$19.93	-40.0%	COM	230031106
CYTK	CYTOKINETICS INC	2,721,158	$179M	1.8%	$29.14	+121.1%	COM NEW	23282W605
LMRI	LUMEXA IMAGING HOLDINGS INC	650,000	$5.59M	0.1%	$18.05	-19.7%	COM	550249106
KLRS	KALARIS THERAPEUTICS INC	1,300,000	$7.501M	0.1%	$6.39	+46.6%	COM	482929106
SVRA	SAVARA INC	5,952,380	$32.5M	0.3%	$4.90	+16.2%	COM	805111101
CBIO	CRESCENT BIOPHARMA INC.	372,856	$6.849M	0.1%	$12.74	-13.2%	COM	G2545C104
HTFL	HEARTFLOW INC	495,000	$12.04M	0.1%	$32.24	-10.1%	COM	42238D107
BEAM	BEAM THERAPEUTICS INC	570,394	$13.59M	0.1%	$25.51	+14.4%	COM	07373V105
ARWR	ARROWHEAD PHARMACEUTICALS IN	585,682	$36.72M	0.4%	$49.01	+34.1%	COM	04280A100
IMVT	IMMUNOVANT INC	3,177,849	$78.94M	0.8%	$22.30	+17.8%	COM	45258J102
PCSC	PERCEPTIVE CAP SOLUTIONS COR	742,500	$8.145M	0.1%	$10.07	+35.3%	CL A ORD SHS	G70077105
KYMR	KYMERA THERAPEUTICS INC	240,000	$19.99M	0.2%	$67.53	+14.9%	COM	501575104
RCKT	ROCKET PHARMACEUTICALS INC	17,687,772	$63.32M	0.6%	$17.75	-79.7%	COM	77313F106
IVA	INVENTIVA SA	1,298,702	$7.208M	0.1%	$4.65	—	ADS	46124U107
FDMT	4D MOLECULAR THERAPEUTICS IN	475,737	$4.429M	0.0%	$10.14	-15.5%	COM	35104E100
OBIO	ORCHESTRA BIOMED HLDGS INC	8,306,063	$35.3M	0.4%	$10.12	-59.3%	COM	68572M106
OMDA	OMADA HEALTH INC	200,000	$2.514M	0.0%	$17.31	-19.3%	COM	68170A108
IMA	IMAGENEBIO INC	334,445	$1.672M	0.0%	$13.25	-47.9%	COM	45175G207
NGNE	NEUROGENE INC	1,362,456	$27.47M	0.3%	$34.49	-47.4%	COM	64135M105
IRON	DISC MEDICINE INC	30,000	$1.918M	0.0%	$84.50	-12.4%	COM	254604101
CAPR	CAPRICOR THERAPEUTICS INC	250,000	$7.6M	0.1%	$13.06	+90.5%	COM NEW	14070B309
BLTE	BELITE BIO INC	715,332	$114M	1.1%	$122.41	—	SPONSORED ADS	07782B104
MDLN	MEDLINE INC	70,000	$3.115M	0.0%	$42.23	+6.2%	COM CL A	58507V107
RCKTW	ROCKET PHARMACEUTICALS INC	350,000	$7,210	0.0%	$0.11	—	*W EXP 09/02/202	77313F114