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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 10.39% | 415,269 | $67,904,787 | -74,213 | -15.16% | $163.52 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 5.92% | 685,182 | $38,705,931 | -61,074 | -8.18% | $56.49 | 13F |
| ANAB | ANAPTYSBIO INC | 5.41% | 638,161 | $35,392,409 | -51,871 | -7.52% | $55.46 | 13F |
| BIIB | BIOGEN INC | 3.95% | 140,719 | $25,798,014 | -42,852 | -23.34% | $183.33 | 13F |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 3.41% | 6,349,563 | $22,286,966 | -767,113 | -10.78% | $3.51 | 13F |
| FOLD | AMICUS THERAPEUTICS INC | 2.46% | 1,113,045 | $16,094,631 | -4,092,722 | -78.62% | $14.46 | 13F |
| NVCR | NOVOCURE LTD | 2.13% | 1,280,439 | $13,956,785 | -18,525 | -1.43% | $10.9 | 13F |
| PRTA | PROTHENA CORP PLC | 1.8% | 1,208,568 | $11,747,281 | -111,942 | -8.48% | $9.72 | 13F |
| CMPX | COMPASS THERAPEUTICS INC | 1.23% | 1,514,504 | $8,011,726 | -1,017,915 | -40.2% | $5.29 | 13F |
| DNLI | DENALI THERAPEUTICS INC | 0.69% | 234,582 | $4,503,974 | -406,657 | -63.42% | $19.2 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 0.46% | 51,345 | $2,985,712 | -45,174 | -46.8% | $58.15 | 13F |
| NUVB | NUVATION BIO INC | 0.33% | 508,846 | $2,182,949 | -29,233 | -5.43% | $4.29 | 13F |
| EHTH | EHEALTH INC | 0.29% | 1,482,797 | $1,912,808 | -48,632 | -3.18% | $1.29 | 13F |
| CRSP | CRISPR THERAPEUTICS AG | 0.29% | 39,605 | $1,884,010 | -1,621 | -3.93% | $47.57 | 13F |
| PYXS | PYXIS ONCOLOGY INC | 0.23% | 1,010,510 | $1,475,345 | -26,911 | -2.59% | $1.46 | 13F |
| BCYC | BICYCLE THERAPEUTICS PLC-ADR | 0.14% | 201,890 | $936,770 | -19,181 | -8.68% | $4.64 | 13F |
| ALDX | ALDEYRA THERAPEUTICS INC | 0.04% | 155,709 | $263,148 | -69,756 | -30.94% | $1.69 | 13F |