| MANE | Veradermics, Inc | 10.09% | 4,172,121 | $421,384,221 | 3,151 | 0.08% | | 13D |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 6.91% | 12,327,000 | $290,424,120 | 363,000 | 3.03% | $23.56 | 13F |
| SPY | STATE STR SPDR S&P 500 ETF T (Put) | 5.42% | 350,000 | $227,619,000 | -450,000 | -56.25% | $650.34 | 13F |
| PVLA | PALVELLA THERAPEUTICS INC NE | 3.42% | 1,153,496 | $143,783,276 | 261,096 | 29.26% | $124.65 | 13F |
| APLS | APELLIS PHARMACEUTICALS INC | 3.37% | 3,518,471 | $141,548,088 | -620,955 | -15% | $40.23 | 13F |
| LEGN | LEGEND BIOTECH CORP | 3.26% | 7,581,029 | $137,140,815 | 972,400 | 14.71% | $18.09 | 13F |
| BNTC | BENITEC BIOPHARMA INC | 2.93% | 11,548,351 | $122,989,938 | | No Change | $10.65 | 13F |
| CAPR | CAPRICOR THERAPEUTICS INC | 2.76% | 3,818,600 | $116,085,440 | 2,032,990 | 113.85% | $30.4 | 13F |
| IMTX | IMMATICS N.V | 2.62% | 11,190,129 | $110,110,869 | | No Change | $9.84 | 13F |
| RCUS | ARCUS BIOSCIENCES INC | 2.59% | 5,030,993 | $108,669,449 | -157,865 | -3.04% | $21.6 | 13F |
| EYPT | EYEPOINT INC | 2.55% | 8,296,375 | $106,940,274 | 468,690 | 5.99% | $12.89 | 13F |
| AVBP | ARRIVENT BIOPHARMA INC | 2.42% | 4,401,083 | $101,532,985 | 295,048 | 7.19% | $23.07 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.40% | 298,707 | $100,948,031 | 27,306 | 10.06% | $337.95 | 13F |
| NVDA | NVIDIA CORPORATION | 2.39% | 574,656 | $100,220,006 | 43,756 | 8.24% | $174.4 | 13F |
| META | META PLATFORMS INC | 2.31% | 169,707 | $97,094,466 | 638 | 0.38% | $572.13 | 13F |
| KALV | KALVISTA PHARMACEUTICALS INC | 2.28% | 4,768,712 | $95,994,173 | | No Change | $20.13 | 13F |
| GE | GE AEROSPACE | 2.10% | 310,262 | $88,043,048 | | No Change | $283.77 | 13F |
| BHVN | BIOHAVEN LTD | 2.07% | 10,286,937 | $87,027,487 | | No Change | $8.46 | 13F |
| SYY | SYSCO CORP | 1.97% | 1,159,156 | $82,682,597 | 75,366 | 6.95% | $71.33 | 13F |
| MGM | MGM RESORTS INTERNATIONAL | 1.90% | 2,158,800 | $79,897,188 | 956,730 | 79.59% | $37.01 | 13F |
| AVLN | Avalyn Pharma Inc. | 1.86% | 2,503,109 | $74,692,773 | 2,503,109 | New | | 13D |
| CMPX | COMPASS THERAPEUTICS INC | 1.80% | 14,307,379 | $75,686,035 | 125,000 | 0.88% | $5.29 | 13F |
| HD | HOME DEPOT INC | 1.73% | 221,590 | $72,878,735 | -19,271 | -8% | $328.89 | 13F |
| KURA | KURA ONCOLOGY INC | 1.66% | 8,575,422 | $69,718,181 | | No Change | $8.13 | 13F |
| GLUE | MONTE ROSA THERAPEUTICS INC | 1.66% | 4,226,809 | $69,531,008 | 866,809 | 25.8% | $16.45 | 13F |
| BAC | BANK AMERICA CORP | 1.50% | 1,295,245 | $63,143,194 | -222,385 | -14.65% | $48.75 | 13F |
| ERAS | ERASCA INC | 1.32% | 3,434,967 | $55,577,766 | -11,067,037 | -76.31% | $16.18 | 13F |
| COF | CAPITAL ONE FINL CORP | 1.31% | 302,400 | $55,166,832 | 130,430 | 75.84% | $182.43 | 13F |
| ZURA | ZURA BIO LTD | 1.28% | 9,067,001 | $53,948,656 | 3,500,000 | 62.87% | $5.95 | 13F |
| AMZN | AMAZON COM INC | 1.26% | 254,009 | $52,902,454 | -152,137 | -37.46% | $208.27 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 1.25% | 257,240 | $52,330,333 | -132,336 | -33.97% | $203.43 | 13F |
| FULC | FULCRUM THERAPEUTICS INC | 1.20% | 6,561,111 | $50,323,721 | | No Change | $7.67 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 1.18% | 211,900 | $49,427,794 | 52,710 | 33.11% | $233.26 | 13F |
| VMC | VULCAN MATLS CO | 1.18% | 181,594 | $49,448,046 | 181,594 | New | $272.3 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 1.03% | 387,700 | $43,197,534 | -155,190 | -28.59% | $111.42 | 13F |
| MLYS | MINERALYS THERAPEUTICS INC | 0.99% | 1,538,662 | $41,682,354 | | No Change | $27.09 | 13F |
| CRNX | CRINETICS PHARMACEUTICALS IN | 0.90% | 1,043,879 | $37,913,685 | 1,043,879 | New | $36.32 | 13F |
| CTNM | CONTINEUM THERAPEUTICS INC | 0.88% | 2,841,334 | $37,107,822 | | No Change | $13.06 | 13F |
| USFD | US FOODS HLDG CORP | 0.87% | 395,970 | $36,512,394 | 395,970 | New | $92.21 | 13F |
| PFGC | PERFORMANCE FOOD GROUP CO | 0.79% | 386,885 | $33,140,569 | 386,885 | New | $85.66 | 13F |
| LXEO | Lexeo Therapeutics, Inc. | 0.78% | 5,674,778 | $32,743,469 | 4,424,778 | 353.98% | | 13G |
| REPL | REPLIMUNE GROUP INC | 0.77% | 4,221,836 | $32,297,045 | 4,185,798 | 11615% | $7.65 | 13F |
| MSOS | ADVISORSHARES TR | 0.76% | 9,046,200 | $32,114,010 | 376,600 | 4.34% | $3.55 | 13F |
| SNSE | Faeth Therapeutics, Inc. | 0.73% | 2,020,103 | $28,645,061 | 1,985,554 | 5747.07% | | 13G |
| AURA | AURA BIOSCIENCES INC | 0.70% | 4,372,884 | $29,254,594 | | No Change | $6.69 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.65% | 100,630 | $27,229,472 | -10,690 | -9.6% | $270.59 | 13F |
| PROK | PROKIDNEY CORP | 0.53% | 12,341,266 | $22,090,866 | | No Change | $1.79 | 13F |
| LTH | LIFE TIME GROUP HOLDINGS INC | 0.33% | 510,349 | $13,748,802 | 510,349 | New | $26.94 | 13F |
| WHWK | WHITEHAWK THERAPEUTICS INC | 0.30% | 3,700,000 | $12,765,000 | | No Change | $3.45 | 13F |
| ABEO | ABEONA THERAPEUTICS INC | 0.29% | 2,676,000 | $11,988,480 | | No Change | $4.48 | 13F |
| WING | WINGSTOP INC | 0.22% | 59,500 | $9,220,715 | 59,500 | New | $154.97 | 13F |
| MOLN | MOLECULAR PARTNERS AG | 0.21% | 2,221,494 | $8,817,110 | | No Change | $3.97 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.19% | 123,941 | $7,777,298 | -229,620 | -64.94% | $62.75 | 13F |
| COHR | COHERENT CORP | 0.17% | 30,000 | $7,146,300 | -107,930 | -78.25% | $238.21 | 13F |
| IFRX | INFLARX NV | 0.17% | 7,933,910 | $7,096,089 | | No Change | $0.89 | 13F |
| ABT | ABBOTT LABORATORIES | 0.16% | 66,920 | $6,870,676 | 15,900 | 31.16% | $102.67 | 13F |
| DHR | DANAHER CORP DEL | 0.16% | 36,380 | $6,897,648 | -207,920 | -85.11% | $189.6 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.16% | 13,400 | $6,586,502 | | No Change | $491.53 | 13F |
| MDT | MEDTRONIC PLC | 0.15% | 72,260 | $6,261,329 | 47,200 | 188.35% | $86.65 | 13F |
| JNJ | JOHNSON & JOHNSON | 0.14% | 23,400 | $5,719,896 | -75,386 | -76.31% | $244.44 | 13F |
| KZR | KEZAR LIFE SCIENCES INC | 0.13% | 716,759 | $5,318,352 | | No Change | $7.42 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 0.12% | 11,300 | $5,209,187 | 6,100 | 117.31% | $460.99 | 13F |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | 0.11% | 850,000 | $4,717,500 | 850,000 | New | $5.55 | 13F |
| COR | CENCORA INC | 0.09% | 12,488 | $3,922,980 | | No Change | $314.14 | 13F |
| MTD | METTLER TOLEDO INTERNATIONAL | 0.06% | 1,964 | $2,476,997 | | No Change | $1261.2 | 13F |
| MSLE | SATELLOS BIOSCIENCE INC | 0.06% | 475,000 | $2,674,250 | 475,000 | New | $5.63 | 13F |
| DXCM | DEXCOM INC | 0.05% | 31,680 | $1,989,504 | | No Change | $62.8 | 13F |
| MDLN | MEDLINE INC | 0.05% | 42,500 | $1,891,250 | | No Change | $44.5 | 13F |
| NTRA | NATERA INC | 0.05% | 10,100 | $2,019,899 | | No Change | $199.99 | 13F |
| SYK | STRYKER CORPORATION | 0.05% | 5,860 | $1,925,537 | | No Change | $328.59 | 13F |
| TLN | TALEN ENERGY CORP | 0.05% | 5,970 | $1,905,803 | 5,970 | New | $319.23 | 13F |
| TSLA | TESLA INC | 0.05% | 5,177 | $1,924,550 | -86,075 | -94.33% | $371.75 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.04% | 18,700 | $1,497,496 | 7,600 | 68.47% | $80.08 | 13F |
| HCA | HCA HEALTHCARE INC | 0.04% | 3,190 | $1,509,636 | | No Change | $473.24 | 13F |
| MCK | MCKESSON CORP | 0.04% | 1,830 | $1,583,609 | | No Change | $865.36 | 13F |
| MSFT | MICROSOFT CORP | 0.04% | 4,970 | $1,839,745 | -154,725 | -96.89% | $370.17 | 13F |
| GWW | WW GRAINGER INC | 0.03% | 1,000 | $1,090,810 | 1,000 | New | $1090.81 | 13F |
| IQV | IQVIA HLDGS INC | 0.03% | 7,175 | $1,223,625 | | No Change | $170.54 | 13F |
| IONS | IONIS PHARMACEUTICALS INC | 0.02% | 10,800 | $810,972 | | No Change | $75.09 | 13F |
| VST | VISTRA CORP | 0.02% | 6,000 | $901,980 | 6,000 | New | $150.33 | 13F |
| WAT | WATERS CORP | 0.02% | 3,225 | $960,405 | 75 | 2.38% | $297.8 | 13F |
| A | AGILENT TECHNOLOGIES INC | 0.01% | 4,990 | $568,760 | | No Change | $113.98 | 13F |
| RMD | RESMED INC | 0.01% | 2,390 | $536,507 | | No Change | $224.48 | 13F |
| RBLX | ROBLOX CORP | 0.01% | 8,420 | $476,235 | 8,420 | New | $56.56 | 13F |
| VLTO | VERALTO CORP | 0.01% | 5,475 | $484,100 | | No Change | $88.42 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.01% | 1,100 | $533,401 | 1,100 | New | $484.91 | 13F |
| SRPT | SAREPTA THERAPEUTICS INC | 0.00927% | 17,888 | $389,243 | | No Change | $21.76 | 13F |
| STE | STERIS PLC | 0.00805% | 1,530 | $338,329 | | No Change | $221.13 | 13F |
| VRDN | VIRIDIAN THERAPEUTICS INC | 0.00778% | 16,700 | $326,652 | | No Change | $19.56 | 13F |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 0.00702% | 3,260 | $294,769 | | No Change | $90.42 | 13F |
| ARKG | ARK ETF TR (Put) | | | | -8,342,300 | Exited | | 13F |
| BIIB | BIOGEN INC | | | | -132,290 | Exited | | 13F |
| CRL | CHARLES RIV LABS INTL INC | | | | -1,010 | Exited | | 13F |
| CMG | CHIPOTLE MEXICAN GRILL INC | | | | -686,300 | Exited | | 13F |
| KO | COCA COLA CO | | | | -1,382,750 | Exited | | 13F |
| DKS | DICKS SPORTING GOODS INC | | | | -114,300 | Exited | | 13F |
| EXAS | EXACT SCIENCES CORP | | | | -94,100 | Exited | | 13F |
| GS | GOLDMAN SACHS GROUP INC | | | | -24,108 | Exited | | 13F |
| HIMS | HIMS & HERS HEALTH INC (Put) | | | | -2,559,400 | Exited | | 13F |
| INSM | INSMED INC | | | | -109,313 | Exited | | 13F |
| MRNA | MODERNA INC | | | | -205,593 | Exited | | 13F |
| ORCL | ORACLE CORP | | | | -226,318 | Exited | | 13F |
| RCKT | ROCKET PHARMACEUTICALS INC | | | | -2,992,735 | Exited | | 13F |
| CRM | SALESFORCE INC | | | | -199,900 | Exited | | 13F |
| NOW | SERVICENOW INC | | | | -389,445 | Exited | | 13F |
| TNGX | TANGO THERAPEUTICS INC | | | | -2,662,227 | Exited | | 13F |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | | | | -2,019,000 | Exited | | 13F |
| UTHR | UNITED THERAPEUTICS CORP DEL | | | | -7,500 | Exited | | 13F |
| QURE | UNIQURE NV | | | | -1,216,734 | Exited | | 13F |
