ALKERMES PLC SHS G01767105 243120 6000 SH SOLE 0 0 6000 ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 264300 10000 SH SOLE 0 0 10000 ARDELYX INC COM 039697107 102600 30000 SH SOLE 0 0 30000 ARGENX SE SPONSORED ADR 04016X101 287673 300 SH SOLE 0 0 300 ASCENDIS PHARMA A/S ORD SHS K08588103 227830 1000 SH SOLE 0 0 1000 AURINIA PHARMACEUTICALS INC COM 05156V102 242925 15000 SH SOLE 0 0 15000 COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 124400 10000 SH SOLE 0 0 10000 CYTOMX THERAPEUTICS INC. COM 23284F105 107168 39400 SH SOLE 0 0 39400 DEFINIUM THERAPEUTICS INC COM SHS 24477V105 247390 6500 SH SOLE 0 0 6500 DIANTHUS THERAPEUTICS INC COM 252828108 220125 2500 SH SOLE 0 0 2500 DYNE THERAPEUTICS INC COM 26818M108 161100 10000 SH SOLE 0 0 10000 EDGEWISE THERAPEUTICS INC COM 28036F105 203000 5000 SH SOLE 0 0 5000 EXELIXIS INC COM 30161Q104 292050 5000 SH SOLE 0 0 5000 HALOZYME THERAPEUTICS INC COM 40637H109 331200 3000 SH SOLE 0 0 3000 HARMONY BIOSCIENCES HLDGS IN COM 413197104 274820 7000 SH SOLE 0 0 7000 IMMUNOCORE HLDGS PLC ADS 45258D105 212030 7000 SH SOLE 0 0 7000 IMMUNOME INC COM 45257U108 258120 12000 SH SOLE 0 0 12000 IMMUNOVANT INC COM 45258J102 236460 7000 SH SOLE 0 0 7000 INCYTE CORP COM 45337C102 242700 2000 SH SOLE 0 0 2000 INTELLIA THERAPEUTICS INC COM 45826J105 241200 20000 SH SOLE 0 0 20000 ISHARES TR 0-3 MTH TREASURY 46436E718 70476000 700000 SH SOLE 0 0 700000 KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 261135 3500 SH SOLE 0 0 3500 KRYSTAL BIOTECH INC COM 501147102 230132 692 SH SOLE 0 0 692 KYMERA THERAPEUTICS INC COM 501575104 223580 2000 SH SOLE 0 0 2000 MADRIGAL PHARMACEUTICALS INC COM 558868105 302376 600 SH SOLE 0 0 600 MIRUM PHARMACEUTICALS INC COM 604749101 213700 2500 SH SOLE 0 0 2500 NEUROCRINE BIOSCIENCES INC COM 64125C109 255312 1800 SH SOLE 0 0 1800 NURIX THERAPEUTICS INC COM 67080M103 284520 12000 SH SOLE 0 0 12000 OCULAR THERAPEUTIX INC COM 67576A100 115050 15000 SH SOLE 0 0 15000 OLEMA PHARMACEUTICALS INC COM 68062P106 86400 10000 SH SOLE 0 0 10000 ORIC PHARMACEUTICALS INC COM 68622P109 175110 13000 SH SOLE 0 0 13000 ORUKA THERAPEUTICS INC COM 687604108 249870 3000 SH SOLE 0 0 3000 PROTAGONIST THERAPEUTICS INC COM 74366E102 211335 1500 SH SOLE 0 0 1500 REVOLUTION MEDICINES INC COM 76155X100 246312 1200 SH SOLE 0 0 1200 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 291800 5000 SH SOLE 0 0 5000 SERA PROGNOSTICS INC CLASS A COM 81749D107 5009072 2396685 SH SOLE 0 0 2396685 SPDR SERIES TRUST ST STR SP BIOT 78464A870 60943320 386500 SH SOLE 0 0 386500 STOKE THERAPEUTICS INC COM 86150R107 234000 9000 SH SOLE 0 0 9000 SUPERNUS PHARMACEUTICALS COM 868459108 258240 6000 SH SOLE 0 0 6000 SYNDAX PHARMACEUTICALS INC COM 87164F105 225600 12000 SH SOLE 0 0 12000 TANGO THERAPEUTICS INC COM 87583X109 249500 10000 SH SOLE 0 0 10000 TARSUS PHARMACEUTICALS INC COM 87650L103 275135 3500 SH SOLE 0 0 3500 TG THERAPEUTICS INC COM 88322Q108 278900 5000 SH SOLE 0 0 5000 TREVI THERAPEUTICS INC COM 89532M101 214800 15000 SH SOLE 0 0 15000