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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABB LTD SPONSORED ADR 000375204 315 16,000 SH   SOLE   16,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,494 19,500 SH   SOLE   19,500 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 64,579 3,084,000 SH   SOLE   3,084,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,850 18,500 SH   SOLE   18,500 0 0
AMICUS THERAPEUTICS INC COM 03152W109 15,639 1,950,000 SH   SOLE   1,950,000 0 0
ARGENX SE SPONSORED ADR 04016X101 26,211 230,000 SH   SOLE   230,000 0 0
ARISTA NETWORKS INC COM 040413106 27,954 117,000 SH   SOLE   117,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 163,614 1,698,648 SH   SOLE   1,698,648 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 14,017 499,000 SH   SOLE   499,000 0 0
AVROBIO INC COM 05455M100 18,431 1,305,307 SH   SOLE   1,305,307 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 33,943 462,000 SH   SOLE   462,000 0 0
CATALYST BIOSCIENCES INC COM NEW 14888D208 2,273 462,852 SH   SOLE   462,852 0 0
CINTAS CORP COM 172908105 29,759 111,000 SH   SOLE   111,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 27,873 2,427,976 SH   SOLE   2,427,976 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 14,243 947,000 SH   SOLE   947,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 44,289 318,600 SH   SOLE   318,600 0 0
CROWN CASTLE INTL CORP NEW 6.875% CON PFD A 22822V309 404 320 PRN   SOLE   320 0 0
DATADOG INC CL A COM ADDED 23804L103 10,173 300,000 SH   SOLE   300,000 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 2,288 392,513 SH   SOLE   392,513 0 0
EQUINIX INC COM 29444U700 2,192 3,800 SH   SOLE   3,800 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 354 4,100 SH   SOLE   4,100 0 0
ERICSSON ADR B SEK 10 294821608 192 24,100 SH   SOLE   24,100 0 0
ESSA PHARMA INC COM NEW 29668H708 6,436 2,010,169 SH   SOLE   2,010,169 0 0
ESSEX PPTY TR INC COM 297178105 588 1,800 SH   SOLE   1,800 0 0
EXACT SCIENCES CORP COM 30063P105 44,733 495,000 SH   SOLE   495,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 12,850 110,000 SH   SOLE   110,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 3,463 720,000 SH   SOLE   720,000 0 0
FIRST HORIZON NATL CORP COM 320517105 1,732 106,900 SH   SOLE   106,900 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,712 17,700 SH   SOLE   17,700 0 0
FIVE9 INC COM 338307101 67,175 1,250,000 SH   SOLE   1,250,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 20,130 175,000 SH   SOLE   175,000 0 0
GALAPAGOS NV SPON ADR 36315X101 26,410 173,000 SH   SOLE   173,000 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 25,958 535,000 SH   SOLE   535,000 0 0
GRANITE PT MTG TR INC COM 38741L107 169 9,000 SH   SOLE   9,000 0 0
HCP INC COM 40414L109 2,644 74,200 SH   SOLE   74,200 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 20,691 709,800 SH   SOLE   709,800 0 0
HEALTH SCIENCES ACQUSTN CORP UNIT 04/01/2024 42227C201 7,296 680,000 SH   SOLE   680,000 0 0
HONDA MOTOR LTD AMERN SHS 438128308 237 9,100 SH   SOLE   9,100 0 0
HUBSPOT INC COM 443573100 53,064 350,000 SH   SOLE   350,000 0 0
IAA INC COM 449253103 25,455 610,000 SH   SOLE   610,000 0 0
IDEX CORP COM 45167R104 1,065 6,500 SH   SOLE   6,500 0 0
IDEXX LABS INC COM 45168D104 27,982 102,900 SH   SOLE   102,900 0 0
INPHI CORP COM 45772F107 33,883 555,000 SH   SOLE   555,000 0 0
INSTRUCTURE INC COM 45781U103 12,784 330,000 SH   SOLE   330,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 13,498 25,000 SH   SOLE   25,000 0 0
KAR AUCTION SVCS INC COM 48238T109 14,976 610,000 SH   SOLE   610,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 19,488 1,680,000 SH   SOLE   1,680,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 4,831 296,000 SH   SOLE   296,000 0 0
LAM RESEARCH CORP COM 512807108 52,462 227,000 SH   SOLE   227,000 0 0
LAMB WESTON HLDGS INC COM 513272104 574 7,900 SH   SOLE   7,900 0 0
LEAR CORP COM NEW 521865204 21,694 184,000 SH   SOLE   184,000 0 0
LENNOX INTL INC COM 526107107 48,594 200,000 SH   SOLE   200,000 0 0
LOWES COS INC COM 548661107 63,975 581,800 SH   SOLE   581,800 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 30,323 2,955,432 SH   SOLE   2,955,432 0 0
MAGNA INTL INC COM 559222401 31,305 587,000 SH   SOLE   587,000 0 0
MEDICINES CO NOTE 2.750% 7/1 584688AG0 484 400,000 PRN   SOLE   400,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 51,146 72,610 SH   SOLE   72,610 0 0
MILLER HERMAN INC COM 600544100 982 21,300 SH   SOLE   21,300 0 0
MIRATI THERAPEUTICS INC COM 60468T105 23,451 301,000 SH   SOLE   301,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 16,019 1,236,000 SH   SOLE   1,236,000 0 0
MONGODB INC CL A 60937P106 11,144 92,500 SH   SOLE   92,500 0 0
MYOKARDIA INC COM 62857M105 32,385 621,000 SH   SOLE   621,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 31,809 353,000 SH   SOLE   353,000 0 0
NEUROCRINE BIOSCIENCES INC NOTE 2.250% 5/1 64125CAD1 1,372 1,000,000 PRN   SOLE   1,000,000 0 0
NEXTERA ENERGY INC COM 65339F101 2,749 11,800 SH   SOLE   11,800 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 56,218 1,063,922 SH   SOLE   1,063,922 0 0
NOKIA CORP SPONSORED ADR 654902204 1,461 288,800 SH   SOLE   288,800 0 0
NVIDIA CORP COM 67066G104 644 3,700 SH   SOLE   3,700 0 0
OKTA INC CL A 679295105 14,769 150,000 SH   SOLE   150,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 22,946 135,000 SH   SOLE   135,000 0 0
ONEOK INC NEW COM 682680103 2,321 31,500 SH   SOLE   31,500 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 3,208 270,000 SH   SOLE   270,000 0 0
PALO ALTO NETWORKS INC COM 697435105 58,499 287,000 SH   SOLE   287,000 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 1,690 1,600,000 PRN   SOLE   1,600,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 28,901 1,073,200 SH   SOLE   1,073,200 0 0
PAYCOM SOFTWARE INC COM 70432V102 29,538 141,000 SH   SOLE   141,000 0 0
POOL CORPORATION COM 73278L105 37,315 185,000 SH   SOLE   185,000 0 0
PROLOGIS INC COM 74340W103 2,071 24,300 SH   SOLE   24,300 0 0
PROOFPOINT INC COM 743424103 20,390 158,000 SH   SOLE   158,000 0 0
RA PHARMACEUTICALS INC COM 74933V108 17,572 743,000 SH   SOLE   743,000 0 0
REPLIGEN CORP COM 759916109 9,126 119,000 SH   SOLE   119,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 16,485 1,415,000 SH   SOLE   1,415,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 76,312 214,000 SH   SOLE   214,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 110,829 790,000 SH   SOLE   790,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 91,815 1,219,000 SH   SOLE   1,219,000 0 0
SATSUMA PHARMACEUTICALS INC COM ADDED 80405P107 6,379 425,000 SH   SOLE   425,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 41,925 750,000 SH   SOLE   750,000 0 0
SMARTSHEET INC COM CL A 83200N103 35,129 975,000 SH   SOLE   975,000 0 0
SPLUNK INC COM 848637104 50,444 428,000 SH   SOLE   428,000 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 43,312 4,160,608 SH   SOLE   4,160,608 0 0
SUNOPTA INC COM 8676EP108 7,438 4,132,375 SH   SOLE   4,132,375 0 0
SUTRO BIOPHARMA INC COM 869367102 4,772 525,000 SH   SOLE   525,000 0 0
SYNTHORX INC COM 87167A103 6,508 400,000 SH   SOLE   400,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 223 4,800 SH   SOLE   4,800 0 0
TERRAFORM PWR INC COM CL A 88104R209 1,691 92,800 SH   SOLE   92,800 0 0
THE TRADE DESK INC COM CL A 88339J105 79,709 425,000 SH   SOLE   425,000 0 0
TWILIO INC CL A 90138F102 90,937 827,000 SH   SOLE   827,000 0 0
VARONIS SYS INC COM 922280102 25,108 420,000 SH   SOLE   420,000 0 0
VENTAS INC COM 92276F100 1,709 23,400 SH   SOLE   23,400 0 0
VERACYTE INC COM 92337F107 22,320 930,000 SH   SOLE   930,000 0 0
VULCAN MATLS CO COM 929160109 47,988 317,300 SH   SOLE   317,300 0 0
WASTE CONNECTIONS INC COM 94106B101 73,968 804,000 SH   SOLE   804,000 0 0
WASTE MGMT INC DEL COM 94106L109 2,243 19,500 SH   SOLE   19,500 0 0
WAYFAIR INC CL A 94419L101 64,245 573,000 SH   SOLE   573,000 0 0
WELLTOWER INC COM 95040Q104 172 1,900 SH   SOLE   1,900 0 0
WILLIAMS COS INC DEL COM 969457100 1,509 62,700 SH   SOLE   62,700 0 0
XPO LOGISTICS INC COM 983793100 15,745 220,000 SH   SOLE   220,000 0 0
XENCOR INC COM 98401F105 10,119 300,000 SH   SOLE   300,000 0 0
XYLEM INC COM 98419M100 62,669 787,100 SH   SOLE   787,100 0 0
XENON PHARMACEUTICALS INC COM 98420N105 11,480 1,274,100 SH   SOLE   1,274,100 0 0
ZOGENIX INC COM NEW 98978L204 113,766 2,841,300 SH   SOLE   2,841,300 0 0
ATLANTICA YIELD PLC SHS G0751N103 18,949 786,600 SH   SOLE   786,600 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 68,170 1,634,000 SH   SOLE   1,634,000 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 3,408 83,900 SH   SOLE   83,900 0 0
EATON CORP PLC SHS G29183103 175 2,100 SH   SOLE   2,100 0 0
ARYA SCIENCES ACQUISITION CO UNIT 10/04/2023 G3165V117 8,768 800,000 SH   SOLE   800,000 0 0
INGERSOLL-RAND PLC SHS G47791101 1,934 15,700 SH   SOLE   15,700 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,295 29,500 SH   SOLE   29,500 0 0
APTIV PLC SHS G6095L109 25,002 286,000 SH   SOLE   286,000 0 0
MYOVANT SCIENCES LTD COM G637AM102 24,414 4,694,917 SH   SOLE   4,694,917 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 44,318 178,400 SH   SOLE   178,400 0 0
ELASTIC N V ORD SHS N14506104 12,351 150,000 SH   SOLE   150,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,582 14,500 SH   SOLE   14,500 0 0
UNIQURE NV SHS N90064101 19,680 500,000 SH   SOLE   500,000 0 0