Instuitional Investor - Affinity Asset Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf TrustPUT	SPY	200,000	$130,068,000	6.72%
2.	Apogee Therapeutics Inc.	APGE	1,284,926	$108,152,221	5.59%
3.	Xenon Pharmaceuticals Inc.	XENE	1,675,000	$97,401,250	5.03%
4.	Erasca Inc.	ERAS	5,350,000	$86,563,000	4.47%
5.	Insmed Inc	INSM	480,000	$78,489,600	4.05%