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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | $50.0M | 84282 | 19.55% |
| 2 | ENANTA PHARMACEUTICALS INC | $36.2M | 2866138 | 14.16% |
| 3 | JAZZ PHARMACEUTICALS PLC | $31.7M | 167816 | 12.41% |
| 4 | BIOMARIN PHARMACEUTICAL INC | $29.6M | 524786 | 11.59% |
| 5 | EXELIXIS INC | $17.8M | 415693 | 6.97% |
| 6 | SANOFI-ADR | $15.6M | 323946 | 6.10% |
| 7 | SUPERNUS PHARMACEUTICALS INC | $14.5M | 280681 | 5.67% |
| 8 | INDIVIOR PHARMACEUTICALS INC | $10.3M | 339532 | 4.05% |
| 9 | ULTRAGENYX PHARMACEUTICAL IN | $8.2M | 390879 | 3.20% |
| 10 | VANDA PHARMACEUTICALS INC | $8.2M | 1180388 | 3.19% |
| 11 | EMBECTA CORP | $6.5M | 735340 | 2.54% |
| 12 | GSK PLC-SPON ADR | $5.3M | 96729 | 2.09% |
| 13 | BIONTECH SE-ADR | $5.3M | 59523 | 2.07% |
| 14 | ALKERMES PLC | $3.8M | 107822 | 1.49% |
| 15 | BIOGEN INC | $3.7M | 20000 | 1.43% |
| 16 | REGENERON PHARMACEUTICALS | $3.1M | 4000 | 1.21% |
| 17 | ARDELYX INC | $3.0M | 500000 | 1.17% |
| 18 | INMODE LTD | $1.7M | 120942 | 0.65% |
| 19 | EVOLUS INC | $649K | 157985 | 0.25% |
| 20 | ABBOTT LABORATORIES | $513K | 5000 | 0.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.