The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   9,778,772 642,073 SH   SOLE   642,073 0 0
908 DEVICES INC COM 65443P102   19,183,719 2,230,665 SH   SOLE   2,230,665 0 0
ADC THERAPEUTICS SA SHS H0036K147   3,268,120 1,675,959 SH   SOLE   1,675,959 0 0
AES CORP UNIT 02/15/2024 00130H204   13,999,364 156,400 PRN   SOLE   156,400 0 0
AKERO THERAPEUTICS INC COM 00973Y108   14,505,131 379,120 SH   SOLE   379,120 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105   3,005,027 664,829 SH   SOLE   664,829 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   13,439,304 458,054 SH   SOLE   458,054 0 0
ANNEXON INC COM 03589W102   7,188,913 1,867,250 SH   SOLE   1,867,250 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   32,650,200 495,000 SH   SOLE   495,000 0 0
APTIV PLC SHS G6095L109   80,760,645 719,856 SH   SOLE   719,856 0 0
APTIV PLC 5.5% CNV PFD A G6095L117   9,671,566 78,500 PRN   SOLE   78,500 0 0
ARCUS BIOSCIENCES INC COM 03969F109   4,377,600 240,000 SH   SOLE   240,000 0 0
ARGENX SE SPONSORED ADR 04016X101   122,547,523 328,916 SH   SOLE   328,916 0 0
ARTERIS INC COM 04302A104   2,211,465 522,805 SH   SOLE   522,805 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   83,936,105 782,840 SH   SOLE   782,840 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   47,120,108 69,222 SH   SOLE   69,222 0 0
AURA BIOSCIENCES INC COM 05153U107   23,439,702 2,525,830 SH   SOLE   2,525,830 0 0
BEAM THERAPEUTICS INC COM 07373V105   14,060,796 459,203 SH   SOLE   459,203 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204   15,912,000 2,210,000 SH   SOLE   2,210,000 0 0
BILL HOLDINGS INC COM 090043100   21,453,254 264,398 SH   SOLE   264,398 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   9,198,094 1,102,889 SH   SOLE   1,102,889 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   15,976,435 164,299 SH   SOLE   164,299 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   19,728,115 438,500 SH   SOLE   438,500 0 0
BRIDGEBIO PHARMA INC COM 10806X102   15,604,698 941,176 SH   SOLE   941,176 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   27,100,335 775,403 SH   SOLE   775,403 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   38,946,360 1,236,000 SH   SOLE   1,236,000 0 0
BRUKER CORP COM 116794108   17,408,109 220,803 SH   SOLE   220,803 0 0
CDW CORP COM 12514G108   33,091,348 169,795 SH   SOLE   169,795 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   49,571,085 1,377,740 SH   SOLE   1,377,740 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   7,609,680 312,000 SH   SOLE   312,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   47,449,578 301,076 SH   SOLE   301,076 0 0
CHINOOK THERAPEUTICS INC COM 16961L106   33,325,907 1,439,564 SH   SOLE   1,439,564 0 0
CLEARWAY ENERGY INC CL C 18539C204   40,626,363 1,296,724 SH   SOLE   1,296,724 0 0
CMS ENERGY CORP COM 125896100   6,907,153 112,531 SH   SOLE   112,531 0 0
COGENT BIOSCIENCES INC COM 19240Q201   27,943,705 2,589,778 SH   SOLE   2,589,778 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   63,096,987 2,630,137 SH   SOLE   2,630,137 0 0
COURSERA INC COM 22266M104   39,202,813 3,403,022 SH   SOLE   3,403,022 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   6,982,374 434,768 SH   SOLE   434,768 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   68,092,902 496,087 SH   SOLE   496,087 0 0
CROWN CASTLE INC COM 22822V101   31,459,360 235,052 SH   SOLE   235,052 0 0
CYTOKINETICS INC COM NEW 23282W605   19,565,640 556,000 SH   SOLE   556,000 0 0
D R HORTON INC COM 23331A109   67,223,908 688,135 SH   SOLE   688,135 0 0
DATADOG INC CL A COM 23804L103   35,983,557 495,232 SH   SOLE   495,232 0 0
DENALI THERAPEUTICS INC COM 24823R105   7,220,897 313,407 SH   SOLE   313,407 0 0
DLOCAL LTD CLASS A COM G29018101   72,296,498 4,457,244 SH   SOLE   4,457,244 0 0
DLOCAL LTD CLASS A COM G29018101   70 3,900 SH Call SOLE   3,900 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   56,327,466 1,868,241 SH   SOLE   1,868,241 0 0
DOXIMITY INC CL A 26622P107   169,818,302 5,244,543 SH   SOLE   5,244,543 0 0
EASTGROUP PPTYS INC COM 277276101   5,497,717 33,255 SH   SOLE   33,255 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   333,402 4,030 SH   SOLE   4,030 0 0
ELEMENT SOLUTIONS INC COM 28618M106   13,392,566 693,556 SH   SOLE   693,556 0 0
ENCOMPASS HEALTH CORP COM 29261A100   10,277,864 189,979 SH   SOLE   189,979 0 0
ENPHASE ENERGY INC COM 29355A107   35,974,913 171,081 SH   SOLE   171,081 0 0
ENTEGRIS INC COM 29362U104   49,426,033 602,683 SH   SOLE   602,683 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   16,563,455 246,737 SH   SOLE   246,737 0 0
EVOLENT HEALTH INC CL A 30050B101   61,744,400 1,902,755 SH   SOLE   1,902,755 0 0
EXACT SCIENCES CORP COM 30063P105   126,637,616 1,867,536 SH   SOLE   1,867,536 0 0
FIBROGEN INC COM 31572Q808   17,913,600 960,000 SH   SOLE   960,000 0 0
FIVE9 INC COM 338307101   77,021,381 1,065,450 SH   SOLE   1,065,450 0 0
FLYWIRE CORPORATION COM VTG 302492103   118,182,456 4,025,288 SH   SOLE   4,025,288 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107   2,163,215 4,702,641 SH   SOLE   4,702,641 0 0
GALLAGHER ARTHUR J & CO COM 363576109   22,910,903 119,758 SH   SOLE   119,758 0 0
GENERAC HLDGS INC COM 368736104   11,125 103 SH   SOLE   103 0 0
GLOBAL E ONLINE LTD SHS M5216V106   90,012,073 2,792,804 SH   SOLE   2,792,804 0 0
GUARDANT HEALTH INC COM 40131M109   43,950,469 1,875,020 SH   SOLE   1,875,020 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   11,104,985 220,075 SH   SOLE   220,075 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   40,610,942 1,419,963 SH   SOLE   1,419,963 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   87,361,222 800,451 SH   SOLE   800,451 0 0
HUBSPOT INC COM 443573100   76,480,854 178,381 SH   SOLE   178,381 0 0
IDEX CORP COM 45167R104   14,128,409 61,154 SH   SOLE   61,154 0 0
IDEXX LABS INC COM 45168D104   129,019,140 257,997 SH   SOLE   257,997 0 0
IMMUNOVANT INC COM 45258J102   21,558,900 1,390,000 SH   SOLE   1,390,000 0 0
INARI MED INC COM 45332Y109   31,667,310 512,914 SH   SOLE   512,914 0 0
INSMED INC COM PAR $.01 457669307   15,551,356 912,103 SH   SOLE   912,103 0 0
INSPIRE MED SYS INC COM 457730109   25,331,055 108,220 SH   SOLE   108,220 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   18,382,384 493,222 SH   SOLE   493,222 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108   6,728,873 501,033 SH   SOLE   501,033 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   19,167,659 75,029 SH   SOLE   75,029 0 0
IONIS PHARMACEUTICALS INC COM 462222100   3,931,400 110,000 SH   SOLE   110,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   29,659,914 239,135 SH   SOLE   239,135 0 0
KARUNA THERAPEUTICS INC COM 48576A100   61,739,073 339,898 SH   SOLE   339,898 0 0
KEROS THERAPEUTICS INC COM 492327101   12,810,000 300,000 SH   SOLE   300,000 0 0
KLA CORP COM NEW 482480100   20,421,138 51,159 SH   SOLE   51,159 0 0
LAM RESEARCH CORP COM 512807108   62,008,667 116,971 SH   SOLE   116,971 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   48,977,080 512,849 SH   SOLE   512,849 0 0
LITHIA MTRS INC COM 536797103   28,730,486 125,499 SH   SOLE   125,499 0 0
LOWES COS INC COM 548661107   89,602,358 448,079 SH   SOLE   448,079 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   21,895,059 3,173,197 SH   SOLE   3,173,197 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   201,742,886 131,840 SH   SOLE   131,840 0 0
MIRATI THERAPEUTICS INC COM 60468T105   13,797,572 371,102 SH   SOLE   371,102 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   49,462,008 2,059,201 SH   SOLE   2,059,201 0 0
MONGODB INC CL A 60937P106   18,883 81 SH   SOLE   81 0 0
MONOLITHIC PWR SYS INC COM 609839105   48,718,059 97,331 SH   SOLE   97,331 0 0
NASDAQ INC COM 631103108   21,244,817 388,601 SH   SOLE   388,601 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   13,664,700 135,000 SH   SOLE   135,000 0 0
NEXTERA ENERGY INC COM 65339F101   277,026 3,594 SH   SOLE   3,594 0 0
NEXTERA ENERGY INC UNIT 09/01/2025 65339F713   3,476,250 75,000 PRN   SOLE   75,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   88,138,712 1,450,843 SH   SOLE   1,450,843 0 0
NOVANTA INC COM 67000B104   20,038,022 125,954 SH   SOLE   125,954 0 0
NVENT ELECTRIC PLC SHS G6700G107   34,459,479 802,503 SH   SOLE   802,503 0 0
NVIDIA CORPORATION COM 67066G104   100,831 363 SH   SOLE   363 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   151,490,769 444,463 SH   SOLE   444,463 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   25,829,368 30,424 SH   SOLE   30,424 0 0
PALO ALTO NETWORKS INC COM 697435105   171,642,974 859,332 SH   SOLE   859,332 0 0
PENTAIR PLC SHS G7S00T104   15,006,081 271,505 SH   SOLE   271,505 0 0
POOL CORP COM 73278L105   91,820,834 268,137 SH   SOLE   268,137 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   27,610,000 1,000,000 SH   SOLE   1,000,000 0 0
PROLOGIS INC. COM 74340W103   27,226,810 218,216 SH   SOLE   218,216 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108   71,906,546 670,020 SH   SOLE   670,020 0 0
PROTHENA CORP PLC SHS G72800108   21,265,340 438,732 SH   SOLE   438,732 0 0
PTC THERAPEUTICS INC COM 69366J200   1,649,237 34,047 SH   SOLE   34,047 0 0
R1 RCM INC COM 77634L105   8,933,535 595,569 SH   SOLE   595,569 0 0
REPLIGEN CORP COM 759916109   20,034,840 119,000 SH   SOLE   119,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   15,382,740 898,000 SH   SOLE   898,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   12,474,414 1,690,300 SH   SOLE   1,690,300 0 0
ROPER TECHNOLOGIES INC COM 776696106   135,151,250 306,681 SH   SOLE   306,681 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   37,799,541 1,049,113 SH   SOLE   1,049,113 0 0
RXO INC COMMON STOCK 74982T103   2,258,600 115,000 SH   SOLE   115,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100   25,811,148 187,268 SH   SOLE   187,268 0 0
SEAGEN INC COM 81181C104   56,657,990 279,834 SH   SOLE   279,834 0 0
SERVICENOW INC COM 81762P102   333,669 718 SH   SOLE   718 0 0
SHERWIN WILLIAMS CO COM 824348106   14,550,261 64,734 SH   SOLE   64,734 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   49,570,278 2,175,089 SH   SOLE   2,175,089 0 0
SHOCKWAVE MED INC COM 82489T104   52,445,756 241,875 SH   SOLE   241,875 0 0
SPROUT SOCIAL INC COM CL A 85209W109   53,286,194 875,266 SH   SOLE   875,266 0 0
STERIS PLC SHS USD G8473T100   26,112,780 136,516 SH   SOLE   136,516 0 0
SYNOPSYS INC COM 871607107   30,788,760 79,712 SH   SOLE   79,712 0 0
SYSCO CORP COM 871829107   14,776,648 191,333 SH   SOLE   191,333 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   188,552 2,027 SH   SOLE   2,027 0 0
TALARIS THERAPEUTICS INC COM 87410C104   2,934,853 1,561,092 SH   SOLE   1,561,092 0 0
TARGA RES CORP COM 87612G101   22,829,630 312,949 SH   SOLE   312,949 0 0
THE TRADE DESK INC COM CL A 88339J105   61,175,446 1,004,358 SH   SOLE   1,004,358 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   145,099,323 788,669 SH   SOLE   788,669 0 0
TREX CO INC COM 89531P105   42,938,329 882,234 SH   SOLE   882,234 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   14,395,900 359,000 SH   SOLE   359,000 0 0
VECTIVBIO HLDG AG ORD SHS H9060V101   31,610,538 3,675,644 SH   SOLE   3,675,644 0 0
VERACYTE INC COM 92337F107   16,323,600 732,000 SH   SOLE   732,000 0 0
VERISK ANALYTICS INC COM 92345Y106   38,580,936 201,089 SH   SOLE   201,089 0 0
WASTE CONNECTIONS INC COM 94106B101   112,546,013 809,276 SH   SOLE   809,276 0 0
WEC ENERGY GROUP INC COM 92939U106   8,925,900 94,165 SH   SOLE   94,165 0 0
WILLIAMS COS INC COM 969457100   21,042,551 704,707 SH   SOLE   704,707 0 0
WORKDAY INC CL A 98138H101   449,431 2,176 SH   SOLE   2,176 0 0
XENON PHARMACEUTICALS INC COM 98420N105   22,948,548 641,200 SH   SOLE   641,200 0 0
XOMETRY INC CLASS A COM 98423F109   43,456,847 2,902,929 SH   SOLE   2,902,929 0 0
XPO INC COM 983793100   6,635 208 SH   SOLE   208 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   55,504,400 3,227,000 SH   SOLE   3,227,000 0 0
ZIPRECRUITER INC CL A 98980B103   13,030,552 817,475 SH   SOLE   817,475 0 0
ZOETIS INC CL A 98978V103   335,377 2,015 SH   SOLE   2,015 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   26,366 1,067 SH   SOLE   1,067 0 0