Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting AMICUS THERAPEUTICS INC,FOLD,,Buy,03152W109,306781750.0,27662917.0,9.058 REATA PHARMACEUTICALS INC,RETA,cl a,New,75615P103,197230574.0,2169276.0,5.823 AMYLYX PHARMACEUTICALS INC,,,Sell,03237H101,177056455.0,6034644.0,5.228 CEREVEL THERAPEUTICS HLDNG I,CERE,, ,15678U128,158851021.0,6511727.0,4.69 MADRIGAL PHARMACEUTICALS INC,MDGL,,Sell,558868105,157605150.0,650562.0,4.653 PROMETHEUS BIOSCIENCES INC,RXDX,,Buy,74349U108,136585520.0,1272694.0,4.033 ARCELLX INC,,,Buy,03940C100,118363979.0,3841739.0,3.495 LIANBIO,,sponsored ads, ,53000N108,112814563.0,57558451.0,3.331 ALDEYRA THERAPEUTICS INC,ALDX,, ,01438T106,112706344.0,11350085.0,3.328 IOVANCE BIOTHERAPEUTICS INC,IOVA,,Buy,462260100,93725780.0,15339735.0,2.767 INHIBRX INC,INBX,,Buy,45720L107,68222277.0,3615383.0,2.014 XENON PHARMACEUTICALS INC,XENE,,Sell,98420N105,65573507.0,1832174.0,1.936 BIOMARIN PHARMACEUTICAL INC,BMRN,,Buy,09061G101,65448354.0,673060.0,1.932 TREACE MED CONCEPTS INC,TMCI,,Buy,89455T109,61520278.0,2442250.0,1.816 NUVALENT INC,,,Buy,670703107,60008252.0,2300048.0,1.772 MIRATI THERAPEUTICS INC,MRTX,,Sell,60468T105,58526302.0,1574134.0,1.728 CRINETICS PHARMACEUTICALS IN,CRNX,,Sell,22663K107,57091485.0,3554887.0,1.686 VERONA PHARMA PLC,VRNA,sponsored ads,Sell,925050106,54894503.0,2733790.0,1.621 SPRINGWORKS THERAPEUTICS INC,SWTX,,Sell,85205L107,53522520.0,2079352.0,1.58 ORCHESTRA BIOMED HLDGS INC,,,New,68572M106,44584883.0,2278226.0,1.316 VIRIDIAN THERAPEUTICS INC,VRDN,,Buy,92790C104,44173660.0,1736386.0,1.304 VAXCYTE INC,PCVX,, ,92243G108,43851600.0,1170000.0,1.295 RAPT THERAPEUTICS INC,RAPT,,Buy,75382E109,42051007.0,2291608.0,1.242 SANOFI,SNY,sponsored adr,New,80105N105,41800056.0,768101.0,1.234 ADMA BIOLOGICS INC,ADMA,, ,000899104,39389844.0,11900255.0,1.163 NATERA INC,NTRA,,Buy,632307104,39264521.0,707214.0,1.159 ACRIVON THERAPEUTICS INC,,, ,004890109,38169718.0,3007858.0,1.127 APELLIS PHARMACEUTICALS INC,APLS,,New,03753U106,36630490.0,555344.0,1.082 MEIRAGTX HLDGS PLC,MGTX,, ,G59665102,35980599.0,6963277.0,1.062 SAREPTA THERAPEUTICS INC,SRPT,,Sell,803607100,35954058.0,260858.0,1.062 BELLUS HEALTH INC NEW,BLU,,Sell,07987C204,35658274.0,4952538.0,1.053 CYMABAY THERAPEUTICS INC,CBAY,,Buy,23257D103,34036384.0,3903255.0,1.005 VERRICA PHARMACEUTICALS INC,VRCA,, ,92511W108,32753389.0,5038983.0,0.967 RELAY THERAPEUTICS INC,RLAY,, ,75943R102,32002807.0,1943097.0,0.945 ESTABLISHMENT LABS HLDGS INC,ESTA,,Sell,G31249108,31692633.0,467857.0,0.936 BRIDGEBIO PHARMA INC,BBIO,,Buy,10806X102,31618607.0,1907033.0,0.934 ZYMEWORKS INC,,,Sell,98985Y108,30541621.0,3378498.0,0.902 ASTRIA THERAPEUTICS INC,,, ,04635X102,29119844.0,2189462.0,0.86 NAUTILUS BIOTECHNOLOGY INC,NAUT,, ,63909J108,25237888.0,9111151.0,0.745 COGENT BIOSCIENCES INC,COGT,,Sell,19240Q201,24626276.0,2282324.0,0.727 IMMATICS N.V,IMTX,, ,N44445109,24091350.0,3491500.0,0.711 PROTAGONIST THERAPEUTICS INC,PTGX,,New,74366E102,22198496.0,965152.0,0.655 OUTSET MED INC,OM,, ,690145107,20045457.0,1089427.0,0.592 IMMUNOVANT INC,IMVT,,Buy,45258J102,20036718.0,1291858.0,0.592 AKERO THERAPEUTICS INC,AKRO,,Buy,00973Y108,20030067.0,523525.0,0.591 ROIVANT SCIENCES LTD,,,Buy,G76279101,19867964.0,2692136.0,0.587 LYRA THERAPEUTICS INC,LYRA,, ,55234L105,18384927.0,9146730.0,0.543 SOLID BIOSCIENCES INC,,, ,83422E204,16570722.0,3495933.0,0.489 TARSUS PHARMACEUTICALS INC,TARS,, ,87650L103,16295949.0,1296416.0,0.481 TERNS PHARMACEUTICALS INC,TERN,,New,880881107,15984000.0,1350000.0,0.472 VBI VACCINES INC CDA,VBIV,, ,91822J103,15857506.0,52335002.0,0.468 ROCKET PHARMACEUTICALS INC,RCKT,,Sell,77313F106,14864249.0,867732.0,0.439 VIKING THERAPEUTICS INC,VKTX,,New,92686J106,14514588.0,871747.0,0.429 MIRUM PHARMACEUTICALS INC,MIRM,,New,604749101,14449615.0,601566.0,0.427 RAIN ONCOLOGY INC,RAIN,,Sell,75082Q105,14405399.0,1648215.0,0.425 ARTIVION INC,CRY,, ,228903100,14224766.0,1085860.0,0.42 AXOGEN INC,AXGN,,Buy,05463X106,13322525.0,1409791.0,0.393 INTUITIVE SURGICAL INC,ISRG,,Buy,46120E602,12773500.0,50000.0,0.377 IVERIC BIO INC,ISEE,,Sell,46583P102,12165000.0,500000.0,0.359 ATHIRA PHARMA INC,ATHA,, ,04746L104,11993195.0,4797278.0,0.354 CYTEK BIOSCIENCES INC,,, ,23285D109,11850817.0,1289534.0,0.35 PROTHENA CORP PLC,PRTA,, ,G72800108,11518702.0,237646.0,0.34 TACTILE SYS TECHNOLOGY INC,TCMD,,New,87357P100,10506780.0,639877.0,0.31 FUSION PHARMACEUTICALS INC,FUSN,,New,36118A100,10404959.0,2759936.0,0.307 LARIMAR THERAPEUTICS INC,LRMR,,Sell,517125100,10331612.0,2280709.0,0.305 NEUROCRINE BIOSCIENCES INC,NBIX,, ,64125C109,10127061.0,100050.0,0.299 BIOMEA FUSION INC,BMEA,,New,09077A106,10078250.0,325000.0,0.298 MORPHIC HLDG INC,MORF,,Sell,61775R105,9663581.0,256737.0,0.285 CAREMAX INC,CMAX,,Buy,14171W103,9548027.0,3576040.0,0.282 TYRA BIOSCIENCES INC,,, ,90240B106,7945056.0,494403.0,0.235 SPDR SER TR,XBI,s&p biotech,New,78464A870,7621000.0,100000.0,0.225 BELLEROPHON THERAPEUTICS INC,BLPH,,New,078771300,7337700.0,930000.0,0.217 HILLEVAX INC,,, ,43157M102,6711577.0,406024.0,0.198 CABALETTA BIO INC,CABA,,Buy,12674W109,5993906.0,724777.0,0.177 AVADEL PHARMACEUTICALS PLC,AVDL,sponsored adr,New,05337M104,5404400.0,590000.0,0.16 VERU INC,VERU,,Sell,92536C103,4985926.0,4298212.0,0.147 LANDOS BIOPHARMA INC,LABP,, ,515069102,4431234.0,14869915.0,0.131 X4 PHARMACEUTICALS INC,XFOR,,New,98420X103,3954545.0,4545454.0,0.117 SINGULAR GENOMICS SYSTEMS IN,OMIC,, ,82933R100,3971553.0,3282275.0,0.117 SOMALOGIC INC,,, ,83444K105,3825000.0,1500000.0,0.113 NANOBIOTIX,NBTX,sponsored ads, ,63009J107,3735795.0,1059800.0,0.11 ENVVENO MEDICAL CORPORATION,,, ,29415J106,3657958.0,781615.0,0.108 VIR BIOTECHNOLOGY INC,VIR,,New,92764N102,3308854.0,142194.0,0.098 HARMONY BIOSCIENCES HLDGS IN,HRMY,,Sell,413197104,3265000.0,100000.0,0.096 ADC THERAPEUTICS SA,ADCT,,New,H0036K147,2916820.0,1495805.0,0.086 PHENOMEX INC,BLI,,New,084310101,2907473.0,2506442.0,0.086 KRONOS BIO INC,KRON,, ,50107A104,2558131.0,1752745.0,0.076 LEAP THERAPEUTICS INC,LPTX,, ,52187K101,2287009.0,6726496.0,0.068 TRAVERE THERAPEUTICS INC,TVTX,, ,89422G107,2040923.0,90748.0,0.06 QUANTERIX CORP,QTRX,,New,74766Q101,1465100.0,130000.0,0.043 DARIOHEALTH CORP,,,Sell,23725P209,1293140.0,313869.0,0.038 CLOVER HEALTH INVESTMENTS CO,CLOV,, ,18914F103,1267650.0,1500000.0,0.037 ATHENEX INC,,,New,04685N202,1032909.0,776623.0,0.03 PROTARA THERAPEUTICS INC,TARA,, ,74365U107,907860.0,290051.0,0.027 PEAR THERAPEUTICS INC,,, ,704723105,229639.0,900548.0,0.007 MOTUS GI HLDGS INC,,, ,62014P405,87641.0,90027.0,0.003 EQRX INC,,*w exp 12/17/202, ,26886C115,43125.0,250000.0,0.001 CAREMAX INC,CMAXW,*w exp 06/08/202, ,14171W111,28908.0,60000.0,0.001 SURROZEN INC,,*w exp 08/01/203, ,86889P117,16667.0,166666.0,0.0 NEVRO CORP,NVRO,,Exit,64157F103,0.0,-30000.0,-0.033 ACUMEN PHARMACEUTICALS INC,ABOS,,Exit,00509G209,0.0,-347450.0,-0.053 PRIVIA HEALTH GROUP INC,PRVA,,Exit,74276R102,0.0,-90000.0,-0.057 ATHENEX INC,ATNX,,Exit,04685N103,0.0,-15532467.0,-0.064 PROCEPT BIOROBOTICS CORP,,,Exit,74276L105,0.0,-64537.0,-0.075 POINT BIOPHARMA GLOBAL INC,PNT,,Exit,730541109,0.0,-500000.0,-0.102 CASSAVA SCIENCES INC,SAVA,,Exit,14817C107,0.0,-150000.0,-0.124 ACLARIS THERAPEUTICS INC,ACRS,,Exit,00461U105,0.0,-341239.0,-0.151 PENUMBRA INC,PEN,,Exit,70975L107,0.0,-25400.0,-0.159 ISOPLEXIS CORP,,,Exit,465005106,0.0,-4095498.0,-0.178 SCPHARMACEUTICALS INC,SCPH,,Exit,810648105,0.0,-952380.0,-0.192 DICE THERAPEUTICS INC,,,Exit,23345J104,0.0,-293362.0,-0.257 REVANCE THERAPEUTICS INC,RVNC,,Exit,761330109,0.0,-729097.0,-0.378 CINCOR PHARMA INC,,,Exit,17240Y109,0.0,-2576325.0,-0.889 ALBIREO PHARMA INC,ALBO,,Exit,01345P106,0.0,-1757160.0,-1.066 MADRIGAL PHARMACEUTICALS INC,MDGL,,Exit,558868105,0.0,-300000.0,-2.445 HORIZON THERAPEUTICS PUB L,HZNP,,Exit,G46188101,0.0,-960000.0,-3.068