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
89BIO INC COM ADDED 282559103 9,202 350,000 SH   SOLE   350,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,790 32,700 SH   SOLE   32,700 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 103,221 3,084,000 SH   SOLE   3,084,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3,943 24,400 SH   SOLE   24,400 0 0
APTIV PLC SHS G6095L109 25,518 268,700 SH   SOLE   268,700 0 0
ARGENX SE SPONSORED ADR 04016X101 47,723 297,300 SH   SOLE   297,300 0 0
ARYA SCIENCES ACQUISITION CO UNIT 10/04/2023 G3165V117 9,200 800,000 SH   SOLE   800,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 236,316 1,698,648 SH   SOLE   1,698,648 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 53,536 180,900 SH   SOLE   180,900 0 0
ATLANTICA YIELD PLC SHS G0751N103 20,969 794,600 SH   SOLE   794,600 0 0
AVROBIO INC COM 05455M100 26,276 1,305,307 SH   SOLE   1,305,307 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 88,955 1,634,000 SH   SOLE   1,634,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 37,011 462,000 SH   SOLE   462,000 0 0
BORGWARNER INC COM 099724106 963 22,200 SH   SOLE   22,200 0 0
BOSTON PROPERTIES INC COM 101121101 2,413 17,500 SH   SOLE   17,500 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 42,536 912,200 SH   SOLE   912,200 0 0
CINTAS CORP COM 172908105 29,868 111,000 SH   SOLE   111,000 0 0
CMS ENERGY CORP COM 125896100 2,953 47,000 SH   SOLE   47,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 49,968 2,427,976 SH   SOLE   2,427,976 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 23,760 947,000 SH   SOLE   947,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 45,929 323,100 SH   SOLE   323,100 0 0
CROWN CASTLE INTL CORP NEW 6.875% CON PFD A 22822V309 410 320 PRN   SOLE   320 0 0
D R HORTON INC COM 23331A109 1,113 21,100 SH   SOLE   21,100 0 0
DATADOG INC CL A COM 23804L103 11,334 300,000 SH   SOLE   300,000 0 0
DYNATRACE INC COM 268150109 20,870 824,900 SH   SOLE   824,900 0 0
ELASTIC N V ORD SHS N14506104 20,576 320,000 SH   SOLE   320,000 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 4,300 879,541 SH   SOLE   879,541 0 0
EQUINIX INC COM 29444U700 2,685 4,600 SH   SOLE   4,600 0 0
ESSA PHARMA INC COM NEW 29668H708 10,503 2,010,169 SH   SOLE   2,010,169 0 0
EXACT SCIENCES CORP COM 30063P105 45,778 495,000 SH   SOLE   495,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 11,618 110,000 SH   SOLE   110,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 4,666 720,000 SH   SOLE   720,000 0 0
FIRST HORIZON NATL CORP COM 320517105 3,267 197,300 SH   SOLE   197,300 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,549 21,700 SH   SOLE   21,700 0 0
FIVE9 INC COM 338307101 81,975 1,250,000 SH   SOLE   1,250,000 0 0
FNB CORP PA COM 302520101 975 76,800 SH   SOLE   76,800 0 0
GALAPAGOS NV SPON ADR 36315X101 10,548 51,000 SH   SOLE   51,000 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 42,527 535,000 SH   SOLE   535,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 45,588 436,000 SH   SOLE   436,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 24,505 761,500 SH   SOLE   761,500 0 0
HUBSPOT INC COM 443573100 55,475 350,000 SH   SOLE   350,000 0 0
IAA INC COM 449253103 28,707 610,000 SH   SOLE   610,000 0 0
IDEX CORP COM 45167R104 1,582 9,200 SH   SOLE   9,200 0 0
IDEXX LABS INC COM 45168D104 26,870 102,900 SH   SOLE   102,900 0 0
IHS MARKIT LTD SHS G47567105 708 9,400 SH   SOLE   9,400 0 0
IMMUNOVANT INC UNIT 12/18/2024 ADDED 45258J201 16,912 680,000 SH   SOLE   680,000 0 0
INGERSOLL-RAND PLC SHS G47791101 2,313 17,400 SH   SOLE   17,400 0 0
INPHI CORP COM 45772F107 33,309 450,000 SH   SOLE   450,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 12,392 100,000 SH   SOLE   100,000 0 0
INTERCEPT PHARMACEUTICALS IN NOTE 3.250% 7/0 45845PAA6 829 820,000 PRN   SOLE   820,000 0 0
INTERCEPT PHARMACEUTICALS IN NOTE 2.000% 5/1 45845PAB4 981 736,000 PRN   SOLE   736,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 14,779 25,000 SH   SOLE   25,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,946 47,800 SH   SOLE   47,800 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 29,921 1,680,000 SH   SOLE   1,680,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 16,186 214,843 SH   SOLE   214,843 0 0
KLA CORPORATION COM NEW 482480100 1,016 5,700 SH   SOLE   5,700 0 0
LAM RESEARCH CORP COM 512807108 58,772 201,000 SH   SOLE   201,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,710 31,500 SH   SOLE   31,500 0 0
LEAR CORP COM NEW 521865204 25,245 184,000 SH   SOLE   184,000 0 0
LENNOX INTL INC COM 526107107 48,794 200,000 SH   SOLE   200,000 0 0
LOWES COS INC COM 548661107 70,706 590,400 SH   SOLE   590,400 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 51,451 3,393,894 SH   SOLE   3,393,894 0 0
MAGNA INTL INC COM 559222401 32,191 587,000 SH   SOLE   587,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 57,600 72,610 SH   SOLE   72,610 0 0
MILLER HERMAN INC COM 600544100 383 9,200 SH   SOLE   9,200 0 0
MIRATI THERAPEUTICS INC COM 60468T105 38,787 301,000 SH   SOLE   301,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 24,386 1,236,000 SH   SOLE   1,236,000 0 0
MONGODB INC CL A 60937P106 12,174 92,500 SH   SOLE   92,500 0 0
MYOKARDIA INC COM 62857M105 45,262 621,000 SH   SOLE   621,000 0 0
MYOVANT SCIENCES LTD COM G637AM102 64,038 4,126,131 SH   SOLE   4,126,131 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 37,944 353,000 SH   SOLE   353,000 0 0
NEUROCRINE BIOSCIENCES INC NOTE 2.250% 5/1 64125CAD1 1,997 1,300,000 PRN   SOLE   1,300,000 0 0
NEXTERA ENERGY INC COM 65339F101 3,197 13,200 SH   SOLE   13,200 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 56,121 1,065,922 SH   SOLE   1,065,922 0 0
NOVANTA INC COM 67000B104 24,763 280,000 SH   SOLE   280,000 0 0
OKTA INC CL A 679295105 11,537 100,000 SH   SOLE   100,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 26,645 140,400 SH   SOLE   140,400 0 0
ONEOK INC NEW COM 682680103 3,087 40,800 SH   SOLE   40,800 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 3,713 270,000 SH   SOLE   270,000 0 0
PALO ALTO NETWORKS INC COM 697435105 66,369 287,000 SH   SOLE   287,000 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 2,089 1,890,000 PRN   SOLE   1,890,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 26,476 100,000 SH   SOLE   100,000 0 0
PHATHOM PHARMACEUTICALS INC COM ADDED 71722W107 14,013 450,000 SH   SOLE   450,000 0 0
POOL CORPORATION COM 73278L105 39,290 185,000 SH   SOLE   185,000 0 0
PROLOGIS INC COM 74340W103 3,289 36,900 SH   SOLE   36,900 0 0
PROOFPOINT INC COM 743424103 18,135 158,000 SH   SOLE   158,000 0 0
REPLIGEN CORP COM 759916109 11,008 119,000 SH   SOLE   119,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 32,205 1,415,000 SH   SOLE   1,415,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 75,805 214,000 SH   SOLE   214,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 57,030 790,000 SH   SOLE   790,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 128,524 996,000 SH   SOLE   996,000 0 0
SAREPTA THERAPEUTICS INC DBCV 1.500%11/1 803607AB6 941 483,000 PRN   SOLE   483,000 0 0
SATSUMA PHARMACEUTICALS INC COM 80405P107 8,364 425,000 SH   SOLE   425,000 0 0
SMARTSHEET INC COM CL A 83200N103 43,797 975,000 SH   SOLE   975,000 0 0
SPLUNK INC COM 848637104 64,102 428,000 SH   SOLE   428,000 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 44,227 4,160,608 SH   SOLE   4,160,608 0 0
SUTRO BIOPHARMA INC COM 869367102 13,694 1,244,895 SH   SOLE   1,244,895 0 0
SVB FINL GROUP COM 78486Q101 577 2,300 SH   SOLE   2,300 0 0
TERADYNE INC COM 880770102 743 10,900 SH   SOLE   10,900 0 0
THE TRADE DESK INC COM CL A 88339J105 110,407 425,000 SH   SOLE   425,000 0 0
TREX CO INC COM 89531P105 26,874 299,000 SH   SOLE   299,000 0 0
TWILIO INC CL A 90138F102 81,278 827,000 SH   SOLE   827,000 0 0
UNIQURE NV SHS N90064101 35,830 500,000 SH   SOLE   500,000 0 0
VARONIS SYS INC COM 922280102 32,638 420,000 SH   SOLE   420,000 0 0
VERACYTE INC COM 92337F107 25,966 930,000 SH   SOLE   930,000 0 0
VULCAN MATLS CO COM 929160109 45,918 318,900 SH   SOLE   318,900 0 0
WASTE CONNECTIONS INC COM 94106B101 72,995 804,000 SH   SOLE   804,000 0 0
WASTE MGMT INC DEL COM 94106L109 2,427 21,300 SH   SOLE   21,300 0 0
WAYFAIR INC CL A 94419L101 51,782 573,000 SH   SOLE   573,000 0 0
XENCOR INC COM 98401F105 10,317 300,000 SH   SOLE   300,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 16,703 1,274,100 SH   SOLE   1,274,100 0 0
XPO LOGISTICS INC COM 983793100 17,534 220,000 SH   SOLE   220,000 0 0
XYLEM INC COM 98419M100 62,228 789,800 SH   SOLE   789,800 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 1,676 11,200 SH   SOLE   11,200 0 0
ZOETIS INC CL A 98978V103 1,324 10,000 SH   SOLE   10,000 0 0
ZOGENIX INC COM NEW 98978L204 148,117 2,841,300 SH   SOLE   2,841,300 0 0