Instuitional Investor - Affinity Asset Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Verona Pharma Plc	VRNA	610,000	$57,693,800	7.88%
2.	Insmed Inc	INSM	475,000	$47,804,000	6.53%
3.	Xenon Pharmaceuticals Inc.	XENE	1,100,000	$34,430,000	4.7%
4.	Arcellx Inc.	ACLX	495,000	$32,595,750	4.45%
5.	Blueprint Medicines Corp	BPMC	250,000	$32,045,000	4.38%