Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NBIX	Neurocrine Biosciences Inc	1,250,000	$165M	4.6%	—	—	COM	64125C109
SNY	Sanofi SA	1,400,000	$67.45M	1.9%	—	—	SPONSORED ADR	80105N105
BSX	Boston Scientific Corp	800,000	$50.2M	1.4%	—	—	COM	101137107
COGT	Cogent Biosciences Inc	1,230,888	$47.38M	1.3%	—	—	COM	19240Q201
UTHR	United Therapeutics Corp	75,000	$44.47M	1.2%	—	—	COM	91307C102
DRUG	Bright Minds Biosciences Inc	492,319	$35.92M	1.0%	—	—	COM NEW	10919W405
PTGX	Protagonist Therapeutics Inc	326,159	$34.38M	1.0%	—	—	COM	74366E102
REGN	Regeneron Pharmaceuticals Inc	40,000	$30.91M	0.9%	—	—	COM	75886F107
WAT	Waters Corp	100,000	$29.78M	0.8%	—	—	COM	941848103
VKTX	Viking Therapeutics Inc	914,147	$29.75M	0.8%	—	—	COM	92686J106
INSP	Inspire Medical Systems Inc	539,269	$27.82M	0.8%	—	—	COM	457730109
TRVI	Trevi Therapeutics Inc	2,166,504	$25.85M	0.7%	—	—	COM	89532M101
SLNO	Soleno Therapeutics Inc	730,000	$24.44M	0.7%	—	—	COM	834203309
NKTR	Nektar Therapeutics	285,000	$20.51M	0.6%	—	—	COM NEW	640268306
CYTK	Cytokinetics Inc	300,000	$19.77M	0.6%	—	—	COM NEW	23282W605
AZN	AstraZeneca PLC	100,000	$19.72M	0.6%	—	—	ORD	G0593M107
WST	West Pharmaceutical Services I	75,000	$18.8M	0.5%	—	—	COM	955306105
GEHC	GE HealthCare Technologies Inc	250,000	$17.8M	0.5%	—	—	COMMON STOCK	36266G107
SGP	SpyGlass Pharma Inc	666,760	$17.28M	0.5%	—	—	COM SHS	85220G109
MDGL	Madrigal Pharmaceuticals Inc	31,468	$16.47M	0.5%	—	—	COM	558868105
WGS	GeneDx Holdings Corp	250,000	$16.05M	0.4%	—	—	COM CL A	81663L200
GLTO	Damora Therapeutics Inc	600,000	$15.54M	0.4%	—	—	COM NEW	36322Q206
TARS	Tarsus Pharmaceuticals Inc	200,000	$14.03M	0.4%	—	—	COM	87650L103
PODD	Insulet Corp	50,601	$10.62M	0.3%	—	—	COM	45784P101
SRZN	Surrozen Inc	338,611	$9.864M	0.3%	—	—	COM NEW	86889P208
ARVN	Arvinas Inc	905,465	$9.598M	0.3%	—	—	COM	04335A105
AVR	Anteris Technologies Global Co	1,144,780	$6.354M	0.2%	—	—	COM	03675P102
QURE	uniQure NV	358,996	$5.87M	0.2%	—	—	SHS	N90064101
CADL	Candel Therapeutics Inc	1,125,000	$5.513M	0.2%	—	—	COM	137404109
PALI	Palisade Bio Inc	2,500,000	$4.375M	0.1%	—	—	COM	696389402
VCYT	Veracyte Inc	130,687	$4.209M	0.1%	—	—	COM	92337F107
ZBIO	Zenas Biopharma Inc	200,000	$3.91M	0.1%	—	—	COM	98937L105
MNPR	Monopar Therapeutics Inc	65,418	$3.584M	0.1%	—	—	COM NEW	61023L207
ZURA	Zura Bio Ltd	511,000	$3.04M	0.1%	—	—	CLASS A ORD SHS	G9TY5A101
URGN	UroGen Pharma Ltd	139,079	$2.501M	0.1%	—	—	COM	M96088105
ABSI	Absci Corp	232,219	$697K	0.0%	—	—	COM	00091E109
APRE	Aprea Therapeutics Inc	350,000	$267K	0.0%	—	—	COM NEW	03836J201

Increased Positions (32)

RVMD Revolution Medicines Inc 6.5%

Value $231M (+883.0%) Shares 2,375,000 (+705.1%) Est. Cost — Unrealized —

RGEN Repligen Corp 3.0%

Value $109M (+701.3%) Shares 925,000 (+1014.5%) Est. Cost — Unrealized —

ARWR Arrowhead Pharmaceuticals Inc 4.0%

Value $143M (+138.7%) Shares 2,275,000 (+152.8%) Est. Cost — Unrealized —

DYN Dyne Therapeutics Inc 2.0%

Value $72.52M (+2989.6%) Shares 4,000,000 (+3233.3%) Est. Cost — Unrealized —

IMCR Immunocore Holdings PLC 2.3%

Value $83.42M (+310.8%) Shares 2,766,868 (+373.0%) Est. Cost — Unrealized —

APGE Apogee Therapeutics Inc 2.6%

Value $92.59M (+123.0%) Shares 1,100,000 (+100.0%) Est. Cost — Unrealized —

BCRX BioCryst Pharmaceuticals Inc 1.9%

Value $66.88M (+281.1%) Shares 7,025,000 (+212.2%) Est. Cost — Unrealized —

ASND Ascendis Pharma A/S 2.4%

Value $85.77M (+129.9%) Shares 375,000 (+114.3%) Est. Cost — Unrealized —

BCAX Bicara Therapeutics Inc 3.0%

Value $108M (+79.3%) Shares 5,425,000 (+51.7%) Est. Cost — Unrealized —

BMY Bristol-Myers Squibb Co 1.7%

Value $60.65M (+349.8%) Shares 1,000,000 (+300.0%) Est. Cost — Unrealized —

GLUE Monte Rosa Therapeutics Inc 1.7%

Value $59.28M (+387.8%) Shares 3,603,465 (+365.0%) Est. Cost — Unrealized —

NUVL Nuvalent Inc 1.4%

Value $49.35M (+966.6%) Shares 481,715 (+947.2%) Est. Cost — Unrealized —

SRRK Scholar Rock Holding Corp 1.8%

Value $65.11M (+111.2%) Shares 1,324,422 (+89.2%) Est. Cost — Unrealized —

VERA Vera Therapeutics Inc 1.5%

Value $55.04M (+97.6%) Shares 1,368,159 (+148.8%) Est. Cost — Unrealized —

DNLI Denali Therapeutics Inc 1.0%

Value $34.05M (+343.5%) Shares 1,773,326 (+281.4%) Est. Cost — Unrealized —

BMRN BioMarin Pharmaceutical Inc 5.6%

Value $202M (+13.3%) Shares 3,575,000 (+19.2%) Est. Cost — Unrealized —

NRIX Nurix Therapeutics Inc 2.8%

Value $101M (+13.2%) Shares 6,500,000 (+38.6%) Est. Cost — Unrealized —

RAPP Rapport Therapeutics Inc 1.3%

Value $44.94M (+33.4%) Shares 1,436,229 (+29.4%) Est. Cost — Unrealized —

XENE Xenon Pharmaceuticals Inc 1.0%

Value $37.21M (+38.4%) Shares 639,900 (+6.7%) Est. Cost — Unrealized —

CLDX Celldex Therapeutics Inc 1.1%

Value $38.83M (+22.7%) Shares 1,224,165 (+5.1%) Est. Cost — Unrealized —

AGIO Agios Pharmaceuticals Inc 0.4%

Value $15.22M (+72.1%) Shares 450,000 (+38.5%) Est. Cost — Unrealized —

VYGR Voyager Therapeutics Inc 0.3%

Value $11.59M (+100.0%) Shares 3,002,936 (+103.6%) Est. Cost — Unrealized —

OKUR OnKure Therapeutics Inc 0.2%

Value $7.617M (+313.6%) Shares 1,839,819 (+189.7%) Est. Cost — Unrealized —

ENGN enGene Therapeutics Inc 0.4%

Value $14.74M (+54.8%) Shares 2,165,000 (+105.2%) Est. Cost — Unrealized —

TSHA Taysha Gene Therapies Inc 2.2%

Value $80.46M (+6.4%) Shares 18,000,000 (+30.9%) Est. Cost — Unrealized —

SVRA Savara Inc 0.4%

Value $14.2M (+46.6%) Shares 2,600,052 (+61.9%) Est. Cost — Unrealized —

BBNX Beta Bionics Inc 0.6%

Value $22.16M (+21.2%) Shares 2,211,518 (+268.6%) Est. Cost — Unrealized —

ZBH Zimmer Biomet Holdings Inc 0.5%

Value $17.18M (+27.4%) Shares 190,000 (+26.7%) Est. Cost — Unrealized —

FULC Fulcrum Therapeutics Inc 0.2%

Value $8.437M (-21.5%) Shares 1,100,000 (+15.8%) Est. Cost — Unrealized —

MPLT MapLight Therapeutics Inc 0.2%

Value $8.539M (+26.3%) Shares 420,000 (+9.1%) Est. Cost — Unrealized —

RGNX REGENXBIO Inc 0.0%

Value $909K (+85.8%) Shares 108,525 (+219.2%) Est. Cost — Unrealized —

MYGN Myriad Genetics Inc 0.2%

Value $7.416M (-1.4%) Shares 1,648,000 (+34.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RVMD	Revolution Medicines Inc	2,375,000 (+705.1%)	$231M (+883.0%)	6.5%	—	—	COM	76155X100
RGEN	Repligen Corp	925,000 (+1014.5%)	$109M (+701.3%)	3.0%	—	—	COM	759916109
ARWR	Arrowhead Pharmaceuticals Inc	2,275,000 (+152.8%)	$143M (+138.7%)	4.0%	—	—	COM	04280A100
DYN	Dyne Therapeutics Inc	4,000,000 (+3233.3%)	$72.52M (+2989.6%)	2.0%	—	—	COM	26818M108
IMCR	Immunocore Holdings PLC	2,766,868 (+373.0%)	$83.42M (+310.8%)	2.3%	—	—	ADS	45258D105
APGE	Apogee Therapeutics Inc	1,100,000 (+100.0%)	$92.59M (+123.0%)	2.6%	—	—	COM	03770N101
BCRX	BioCryst Pharmaceuticals Inc	7,025,000 (+212.2%)	$66.88M (+281.1%)	1.9%	—	—	COM	09058V103
ASND	Ascendis Pharma A/S	375,000 (+114.3%)	$85.77M (+129.9%)	2.4%	—	—	SPONSORED ADR	04351P101
BCAX	Bicara Therapeutics Inc	5,425,000 (+51.7%)	$108M (+79.3%)	3.0%	—	—	COM	055477103
BMY	Bristol-Myers Squibb Co	1,000,000 (+300.0%)	$60.65M (+349.8%)	1.7%	—	—	COM	110122108
GLUE	Monte Rosa Therapeutics Inc	3,603,465 (+365.0%)	$59.28M (+387.8%)	1.7%	—	—	COM	61225M102
NUVL	Nuvalent Inc	481,715 (+947.2%)	$49.35M (+966.6%)	1.4%	—	—	COM	670703107
SRRK	Scholar Rock Holding Corp	1,324,422 (+89.2%)	$65.11M (+111.2%)	1.8%	—	—	COM	80706P103
VERA	Vera Therapeutics Inc	1,368,159 (+148.8%)	$55.04M (+97.6%)	1.5%	—	—	CL A	92337R101
DNLI	Denali Therapeutics Inc	1,773,326 (+281.4%)	$34.05M (+343.5%)	1.0%	—	—	COM	24823R105
BMRN	BioMarin Pharmaceutical Inc	3,575,000 (+19.2%)	$202M (+13.3%)	5.6%	—	—	COM	09061G101
NRIX	Nurix Therapeutics Inc	6,500,000 (+38.6%)	$101M (+13.2%)	2.8%	—	—	COM	67080M103
RAPP	Rapport Therapeutics Inc	1,436,229 (+29.4%)	$44.94M (+33.4%)	1.3%	—	—	COM	75383L102
XENE	Xenon Pharmaceuticals Inc	639,900 (+6.7%)	$37.21M (+38.4%)	1.0%	—	—	COM	98420N105
CLDX	Celldex Therapeutics Inc	1,224,165 (+5.1%)	$38.83M (+22.7%)	1.1%	—	—	COM NEW	15117B202
AGIO	Agios Pharmaceuticals Inc	450,000 (+38.5%)	$15.22M (+72.1%)	0.4%	—	—	COM	00847X104
VYGR	Voyager Therapeutics Inc	3,002,936 (+103.6%)	$11.59M (+100.0%)	0.3%	—	—	COM	92915B106
OKUR	OnKure Therapeutics Inc	1,839,819 (+189.7%)	$7.617M (+313.6%)	0.2%	—	—	COM CL A	68277Q105
ENGN	enGene Therapeutics Inc	2,165,000 (+105.2%)	$14.74M (+54.8%)	0.4%	—	—	COM	29286M105
TSHA	Taysha Gene Therapies Inc	18,000,000 (+30.9%)	$80.46M (+6.4%)	2.2%	—	—	COM SHS	877619106
SVRA	Savara Inc	2,600,052 (+61.9%)	$14.2M (+46.6%)	0.4%	—	—	COM	805111101
BBNX	Beta Bionics Inc	2,211,518 (+268.6%)	$22.16M (+21.2%)	0.6%	—	—	COM	08659B102
ZBH	Zimmer Biomet Holdings Inc	190,000 (+26.7%)	$17.18M (+27.4%)	0.5%	—	—	COM	98956P102
FULC	Fulcrum Therapeutics Inc	1,100,000 (+15.8%)	$8.437M (-21.5%)	0.2%	—	—	COM	359616109
MPLT	MapLight Therapeutics Inc	420,000 (+9.1%)	$8.539M (+26.3%)	0.2%	—	—	COM	56565P103
RGNX	REGENXBIO Inc	108,525 (+219.2%)	$909K (+85.8%)	0.0%	—	—	COM	75901B107
MYGN	Myriad Genetics Inc	1,648,000 (+34.8%)	$7.416M (-1.4%)	0.2%	—	—	COM	62855J104

Exited Positions (23)

QQQ Invesco QQQ Trust Series 1 6.0%

Value $215M Shares 350,000 Est. Cost — Unrealized —

ACLX Arcellx Inc 5.3%

Value $191M Shares 2,925,000 Est. Cost — Unrealized —

DXCM Dexcom Inc 2.4%

Value $84.62M Shares 1,275,000 Est. Cost — Unrealized —

MRK Merck & Co Inc 2.3%

Value $81.58M Shares 775,000 Est. Cost — Unrealized —

ABT Abbott Laboratories 2.1%

Value $75.17M Shares 600,000 Est. Cost — Unrealized —

JAZZ Jazz Pharmaceuticals PLC 1.4%

Value $49.3M Shares 290,000 Est. Cost — Unrealized —

DAWN Day One Biopharmaceuticals Inc 1.4%

Value $48.46M Shares 5,200,000 Est. Cost — Unrealized —

AXSM Axsome Therapeutics Inc 1.1%

Value $38.35M Shares 210,000 Est. Cost — Unrealized —

LNTH Lantheus Holdings Inc 0.7%

Value $23.96M Shares 360,000 Est. Cost — Unrealized —

ZYME Zymeworks Inc 0.6%

Value $22.78M Shares 865,000 Est. Cost — Unrealized —

UPB Upstream Bio Inc 0.5%

Value $19.55M Shares 720,000 Est. Cost — Unrealized —

PEN Penumbra Inc 0.4%

Value $15.55M Shares 50,000 Est. Cost — Unrealized —

— Definium Therapeutics Inc 0.2%

Value $8.529M Shares 637,000 Est. Cost — Unrealized —

GILD Gilead Sciences Inc 0.2%

Value $6.137M Shares 50,000 Est. Cost — Unrealized —

DBVT DBV Technologies SA 0.2%

Value $5.751M Shares 300,000 Est. Cost — Unrealized —

MIRM Mirum Pharmaceuticals Inc 0.1%

Value $5.213M Shares 66,000 Est. Cost — Unrealized —

LENZ LENZ Therapeutics Inc 0.1%

Value $4.4M Shares 275,000 Est. Cost — Unrealized —

RZLT Rezolute Inc 0.1%

Value $3.979M Shares 1,686,000 Est. Cost — Unrealized —

STRO Sutro Biopharma Inc 0.1%

Value $2.812M Shares 243,000 Est. Cost — Unrealized —

GPCR Structure Therapeutics Inc 0.1%

Value $2.434M Shares 35,000 Est. Cost — Unrealized —

BDTX Black Diamond Therapeutics Inc 0.1%

Value $2.114M Shares 870,000 Est. Cost — Unrealized —

FATE Fate Therapeutics Inc 0.0%

Value $1.695M Shares 1,725,000 Est. Cost — Unrealized —

ALEC Alector Inc 0.0%

Value $1.178M Shares 755,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	Invesco QQQ Trust Series 1	350,000	$215M	6.0%	—	—	PUT	46090E103
ACLX	Arcellx Inc	2,925,000	$191M	5.3%	—	—	—	03940C100
DXCM	Dexcom Inc	1,275,000	$84.62M	2.4%	—	—	—	252131107
MRK	Merck & Co Inc	775,000	$81.58M	2.3%	—	—	—	58933Y105
ABT	Abbott Laboratories	600,000	$75.17M	2.1%	—	—	—	002824100
JAZZ	Jazz Pharmaceuticals PLC	290,000	$49.3M	1.4%	—	—	—	G50871105
DAWN	Day One Biopharmaceuticals Inc	5,200,000	$48.46M	1.4%	—	—	—	23954D109
AXSM	Axsome Therapeutics Inc	210,000	$38.35M	1.1%	—	—	—	05464T104
LNTH	Lantheus Holdings Inc	360,000	$23.96M	0.7%	—	—	—	516544103
ZYME	Zymeworks Inc	865,000	$22.78M	0.6%	—	—	—	98985Y108
UPB	Upstream Bio Inc	720,000	$19.55M	0.5%	—	—	—	91678A107
PEN	Penumbra Inc	50,000	$15.55M	0.4%	—	—	—	70975L107
—	Definium Therapeutics Inc	637,000	$8.529M	0.2%	—	—	—	60255C885
GILD	Gilead Sciences Inc	50,000	$6.137M	0.2%	—	—	—	375558103
DBVT	DBV Technologies SA	300,000	$5.751M	0.2%	—	—	—	23306J309
MIRM	Mirum Pharmaceuticals Inc	66,000	$5.213M	0.1%	—	—	—	604749101
LENZ	LENZ Therapeutics Inc	275,000	$4.4M	0.1%	—	—	—	52635N103
RZLT	Rezolute Inc	1,686,000	$3.979M	0.1%	—	—	—	76200L309
STRO	Sutro Biopharma Inc	243,000	$2.812M	0.1%	—	—	—	869367201
GPCR	Structure Therapeutics Inc	35,000	$2.434M	0.1%	—	—	—	86366E106
BDTX	Black Diamond Therapeutics Inc	870,000	$2.114M	0.1%	—	—	—	09203E105
FATE	Fate Therapeutics Inc	1,725,000	$1.695M	0.0%	—	—	—	31189P102
ALEC	Alector Inc	755,000	$1.178M	0.0%	—	—	—	014442107

Decreased Positions (14)

TERN Terns Pharmaceuticals Inc 1.5%

Value $52.72M (-71.0%) Shares 1,000,000 (-77.8%) Est. Cost — Unrealized —

ABVX Abivax SA 4.7%

Value $167M (-34.8%) Shares 1,500,000 (-21.1%) Est. Cost — Unrealized —

ELVN Enliven Therapeutics Inc 3.6%

Value $127M (+116.0%) Shares 3,250,000 (-15.1%) Est. Cost — Unrealized —

TYRA Tyra Biosciences Inc 0.1%

Value $2.068M (-96.8%) Shares 54,000 (-97.8%) Est. Cost — Unrealized —

GMED Globus Medical Inc 1.5%

Value $52.6M (-52.7%) Shares 610,520 (-52.1%) Est. Cost — Unrealized —

OLMA Olema Pharmaceuticals Inc 0.2%

Value $6.39M (-84.5%) Shares 428,551 (-74.0%) Est. Cost — Unrealized —

ALC Alcon AG 1.7%

Value $60.28M (-30.8%) Shares 800,000 (-27.6%) Est. Cost — Unrealized —

IRON Disc Medicine Inc 1.3%

Value $44.76M (-23.3%) Shares 700,000 (-4.8%) Est. Cost — Unrealized —

GERN Geron Corp 0.1%

Value $3.785M (-74.7%) Shares 2,540,000 (-77.6%) Est. Cost — Unrealized —

KALV KalVista Pharmaceuticals Inc 1.0%

Value $37.24M (+22.0%) Shares 1,850,000 (-2.1%) Est. Cost — Unrealized —

NVCR Novocure Ltd 0.1%

Value $2.725M (-59.9%) Shares 250,000 (-52.4%) Est. Cost — Unrealized —

SLDB Solid Biosciences Inc 1.0%

Value $36M (+9.8%) Shares 5,000,000 (-14.0%) Est. Cost — Unrealized —

NYXH Nyxoah SA 0.1%

Value $2.536M (-50.2%) Shares 868,661 (-21.5%) Est. Cost — Unrealized —

ANRO Alto Neuroscience Inc 1.3%

Value $46.4M (+4.9%) Shares 2,064,075 (-16.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TERN	Terns Pharmaceuticals Inc	1,000,000 (-77.8%)	$52.72M (-71.0%)	1.5%	—	—	COM	880881107
ABVX	Abivax SA	1,500,000 (-21.1%)	$167M (-34.8%)	4.7%	—	—	SPONSORED ADS	00370M103
ELVN	Enliven Therapeutics Inc	3,250,000 (-15.1%)	$127M (+116.0%)	3.6%	—	—	COM	29337E102
TYRA	Tyra Biosciences Inc	54,000 (-97.8%)	$2.068M (-96.8%)	0.1%	—	—	COM	90240B106
GMED	Globus Medical Inc	610,520 (-52.1%)	$52.6M (-52.7%)	1.5%	—	—	CL A	379577208
OLMA	Olema Pharmaceuticals Inc	428,551 (-74.0%)	$6.39M (-84.5%)	0.2%	—	—	COM	68062P106
ALC	Alcon AG	800,000 (-27.6%)	$60.28M (-30.8%)	1.7%	—	—	ORD SHS	H01301128
IRON	Disc Medicine Inc	700,000 (-4.8%)	$44.76M (-23.3%)	1.3%	—	—	COM	254604101
GERN	Geron Corp	2,540,000 (-77.6%)	$3.785M (-74.7%)	0.1%	—	—	COM	374163103
KALV	KalVista Pharmaceuticals Inc	1,850,000 (-2.1%)	$37.24M (+22.0%)	1.0%	—	—	COM	483497103
NVCR	Novocure Ltd	250,000 (-52.4%)	$2.725M (-59.9%)	0.1%	—	—	ORD SHS	G6674U108
SLDB	Solid Biosciences Inc	5,000,000 (-14.0%)	$36M (+9.8%)	1.0%	—	—	COM NEW	83422E204
NYXH	Nyxoah SA	868,661 (-21.5%)	$2.536M (-50.2%)	0.1%	—	—	SHS	B6S7WD106
ANRO	Alto Neuroscience Inc	2,064,075 (-16.9%)	$46.4M (+4.9%)	1.3%	—	—	COM SHS	02157Q109

Unchanged Positions (7)

LXEO Lexeo Therapeutics Inc 0.7%

Value $25.69M Shares 4,475,000 Est. Cost — Unrealized —

CBIO Crescent Biopharma Inc 0.8%

Value $27.55M Shares 1,500,000 Est. Cost — Unrealized —

IMTX Immatics NV 1.7%

Value $60.76M Shares 6,175,000 Est. Cost — Unrealized —

TECX Tectonic Therapeutic Inc 0.3%

Value $10.14M Shares 328,000 Est. Cost — Unrealized —

PASG Passage Bio Inc 0.1%

Value $2.394M Shares 305,000 Est. Cost — Unrealized —

MGNX MacroGenics Inc 0.0%

Value $809K Shares 280,000 Est. Cost — Unrealized —

TENX Tenax Therapeutics Inc 0.0%

Value $854K Shares 53,439 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LXEO	Lexeo Therapeutics Inc	4,475,000	$25.69M	0.7%	—	—	COM	52886X107
CBIO	Crescent Biopharma Inc	1,500,000	$27.55M	0.8%	—	—	COM	G2545C104
IMTX	Immatics NV	6,175,000	$60.76M	1.7%	—	—	SHS	N44445109
TECX	Tectonic Therapeutic Inc	328,000	$10.14M	0.3%	—	—	COM	878972108
PASG	Passage Bio Inc	305,000	$2.394M	0.1%	—	—	COM NEW	702712209
MGNX	MacroGenics Inc	280,000	$809K	0.0%	—	—	COM	556099109
TENX	Tenax Therapeutics Inc	53,439	$854K	0.0%	—	—	COM NEW	88032L605