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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PTCT | PTC THERAPEUTICS INC | 10.36% | 918,846 | $74,950,268 | -2,761 | -0.3% | $81.57 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 10.01% | 2,864,096 | $72,461,629 | -8,599 | -0.3% | $25.3 | 13F |
| INSM | INSMED INC | 6.1% | 413,980 | $44,138,548 | -1,289 | -0.31% | $106.62 | 13F |
| ANAB | ANAPTYSBIO INC | 5.63% | 603,489 | $40,735,508 | -34,672 | -5.43% | $67.5 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 5.4% | 682,777 | $39,068,500 | -2,405 | -0.35% | $57.22 | 13F |
| DYN | DYNE THERAPEUTICS INC | 5.06% | 1,647,521 | $36,591,441 | -5,451 | -0.33% | $22.21 | 13F |
| UTHR | UNITED THERAPEUTICS CORP | 4.69% | 62,587 | $33,911,514 | -222 | -0.35% | $541.83 | 13F |
| BIIB | BIOGEN INC | 4.19% | 140,279 | $30,308,681 | -440 | -0.31% | $216.06 | 13F |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 3.04% | 5,296,209 | $22,032,229 | -1,053,354 | -16.59% | $4.16 | 13F |
| PRTA | PROTHENA CORP PLC | 1.55% | 1,143,155 | $11,191,487 | -65,413 | -5.41% | $9.79 | 13F |
| TVTX | TRAVERE THERAPEUTICS INC | 1.32% | 167,525 | $9,517,095 | -62,928 | -27.31% | $56.81 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 0.73% | 31,389 | $5,294,069 | -10,131 | -24.4% | $168.66 | 13F |
| ORKA | ORUKA THERAPEUTICS INC - Restricted | 0.44% | 33,546 | $3,192,573 | -26,439 | -44.08% | $95.17 | 13F |
| PYXS | PYXIS ONCOLOGY INC | 0.36% | 864,277 | $2,601,474 | -146,233 | -14.47% | $3.01 | 13F |
| NUVB | NUVATION BIO INC | 0.26% | 326,609 | $1,855,139 | -182,237 | -35.81% | $5.68 | 13F |