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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INNOVIVA INC | $49.7M | 2130950 | 31.50% |
| 2 | IRONWOOD PHARMACEUTICALS INC | $32.3M | 9188635 | 20.46% |
| 3 | AMARIN CORP PLC | $24.2M | 1673395 | 15.35% |
| 4 | NEUROCRINE BIOSCIENCES INC | $15.4M | 116533 | 9.74% |
| 5 | CYTOKINETICS INC | $15.1M | 228623 | 9.56% |
| 6 | LANTHEUS HLDGS INC | $12.7M | 166919 | 8.03% |
| 7 | BIOHAVEN LTD | $4.8M | 563184 | 3.02% |
| 8 | REGENERON PHARMACEUTICALS | $3.2M | 4190 | 2.05% |
| 9 | VOR BIOPHARMA INC | $453K | 25399 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.