Instuitional Investor - Affinity Asset Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Immunogen Inc.	IMGN	1,404,608	$41,646,627	7.6%
2.	Cerevel Therapeutics Holdings Inc.	CERE	750,000	$31,800,000	5.8%
3.	Cymabay Therapeutics Inc.	CBAY	1,090,441	$25,756,216	4.7%
4.	Madrigal Pharmaceuticals Inc.		100,000	$23,138,000	4.22%
5.	Xenon Pharmaceuticals Inc.	XENE	460,000	$21,187,600	3.86%