L LB PHARMACEUTICALS INC LBRX
7.85% 7.45% $49.4M 1.5M $32.5M 1.3M +203,660 +15.44% Add NURIX THERAPEUTICS INC NRIX
6.06% 6.19% $38.2M 1.6M $27.0M 1.7M -170,000 -9.75% Reduce I IMMUNOCORE HLDGS PLC IMCR
5.36% 4.71% $33.8M 1.1M $20.6M 682,597 +380,637 +55.76% Add F FIRST TRACKS BIOTHERAPEUTICS TRAX
4.84% — $30.5M 1.5M $0 0 +1.5M New Buy 4D MOLECULAR THERAPEUTICS IN FDMT
4.7% 2.78% $29.6M 2.2M $12.1M 1.3M +925,000 +70.99% Add BIOMARIN PHARMACEUTICAL INC BMRN
4.65% — $29.3M 512,000 $0 0 +512,000 New Buy DESIGN THERAPEUTICS INC COM DSGN
4.6% 2.08% $29.0M 2.0M $9.1M 852,013 +1.1M +134.89% Add XENON PHARMACEUTICALS INC XENE
4.22% 8.53% $26.6M 440,000 $37.2M 640,000 -200,000 -31.25% Reduce M MIRUM PHARMACEUTICALS INC MIRM
4.15% 7.05% $26.1M 223,312 $30.8M 333,312 -110,000 -33.00% Reduce INSMED INC INSM
3.9% — $24.6M 230,331 $0 0 +230,331 New Buy CYTOKINETICS INC CYTK
3.9% 4.53% $24.5M 288,089 $19.8M 300,000 -11,911 -3.97% Reduce SYNDAX PHARMACEUTICALS INC SNDX
3.85% 3.76% $24.3M 1.1M $16.4M 701,821 +408,179 +58.16% Add N NEUROGENE INC COM NGNE
3.57% 3.62% $22.5M 714,885 $15.8M 782,787 -67,902 -8.67% Reduce K KAILERA THERAPEUTICS INC KLRA
3.44% — $21.7M 984,786 $0 0 +984,786 New Buy R REVOLUTION MEDICINES INC COM RVMD
3.44% 5.46% $21.7M 115,750 $23.8M 245,000 -129,250 -52.76% Reduce I INHIBIKASE THERAPEUTICS INC COM NEW IKT
2.92% 3.1% $18.4M 9.1M $13.5M 8.1M +993,973 +12.34% Add INCYTE CORP INCY
2.79% — $17.6M 155,000 $0 0 +155,000 New Buy AVALO THERAPEUTICS AVTX
2.62% — $16.5M 891,881 $0 0 +891,881 New Buy M MOONLAKE IMMUNOTHERAPEUTICS MLTX
2.32% — $14.6M 750,000 $0 0 +750,000 New Buy F FAETH THERAPEUTICS INC FTH
2.05% 0.9% $12.9M 515,335 $3.9M 125,000 +390,335 +312.27% Add X X4 Pharmaceuticals Inc XFOR
1.91% 2.43% $12.0M 2.6M $10.6M 2.6M 0 0.00% Unchanged O OPUS GENETICS INC IRD
1.79% 0.52% $11.3M 2.7M $2.3M 500,000 +2.2M +448.73% Add S SOL-GEL TECHNOLOGIES LTD SLGL
1.64% 1.55% $10.3M 139,445 $6.8M 85,496 +53,949 +63.10% Add A AURA BIOSCIENCES INC AURA
1.63% — $10.2M 1.4M $0 0 +1.4M New Buy C CENTURY THERAPEUTICS INC COM IPSC
1.61% 1.27% $10.1M 4.1M $5.5M 2.4M +1.7M +68.77% Add I INVENTIVA SA IVA
1.6% 3.38% $10.0M 2.7M $14.8M 2.7M 0 0.00% Unchanged C CAMP4 THERAPEUTICS CORP CAMP
1.34% 1.96% $8.4M 1.9M $8.6M 1.9M -6,626 -0.34% Reduce ALTIMMUNE INC ALT
1.28% — $8.1M 2.7M $0 0 +2.7M New Buy M MINERVA NEUROSCIENCES INC NERV
1.25% 1.96% $7.9M 1.4M $8.5M 1.4M 0 0.00% Unchanged P PROMIS NEUROSCIENCES INC PMN
1.16% 1.62% $7.3M 557,103 $7.1M 557,103 0 0.00% Unchanged O ONKURE THERAPEUTICS INC OKUR
1.04% — $6.6M 1.4M $0 0 +1.4M New Buy F FORTE BIOSCIENCES INC FBRX
0.92% — $5.8M 273,181 $0 0 +273,181 New Buy R RESEARCH ALLIANCE CORP III
0.85% — $5.4M 500,000 $0 0 +500,000 New Buy V VTV THERAPEUTICS INC VTVT
0.51% 1.27% $3.2M 85,192 $5.5M 139,578 -54,386 -38.96% Reduce I IMAGENEBIO INC IMA
0.26% — $1.7M 282,004 $0 0 +282,004 New Buy VAXCYTE INC PCVX
— 8.82% $0 0 $38.5M 662,470 -662,470 Exit D DEFINIUM THERAPEUTICS INC DFTX
— 7.53% $0 0 $32.9M 1.7M -1.7M Exit I IMMUNOVANT INC IMVT
— 2.36% $0 0 $10.3M 414,054 -414,054 Exit ARCUS BIOSCIENCES INC RCUS
— 5.19% $0 0 $22.6M 1.0M -1.0M Exit 
