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 282559103 21,178 869,000 SH   SOLE   869,000 0 0
908 DEVICES INC COM ADDED 65443P102 18,980 333,283 SH   SOLE   333,283 0 0
ABCELLERA BIOLOGICS INC COM ADDED 00288U106 12,072 300,000 SH   SOLE   300,000 0 0
ACCELERON PHARMA INC COM 00434H108 18,283 142,900 SH   SOLE   142,900 0 0
ADC THERAPEUTICS SA SHS H0036K147 34,411 1,075,000 SH   SOLE   1,075,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,882 20,524 SH   SOLE   20,524 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,960 92,500 SH   SOLE   92,500 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 5,757 32,300 SH   SOLE   32,300 0 0
ALLAKOS INC COM 01671P100 44,380 317,000 SH   SOLE   317,000 0 0
AMERICAN WATER WORKS CO INC COM 030420103 4,435 28,900 SH   SOLE   28,900 0 0
AMERICAN WELL CORP CL A 03044L105 2,789 110,091 SH   SOLE   110,091 0 0
AMERICAN WELL CORP CL A 03044L105 525 21,000 SH Put SOLE   21,000 0 0
ANNEXON INC COM 03589W102 49,177 2,004,616 SH   SOLE   2,004,616 0 0
APPIAN CORP CL A 03782L101 375 3,000 SH Put SOLE   3,000 0 0
APTIV PLC SHS G6095L109 69,966 537,000 SH   SOLE   537,000 0 0
APTOSE BIOSCIENCES INC COM NEW 03835T200 10,070 2,299,000 SH   SOLE   2,299,000 0 0
ARGENX SE SPONSORED ADR 04016X101 47,054 160,000 SH   SOLE   160,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 284,218 1,704,148 SH   SOLE   1,704,148 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 83,888 172,000 SH   SOLE   172,000 0 0
AVROBIO INC COM 05455M100 18,196 1,305,307 SH   SOLE   1,305,307 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 152,886 1,783,761 SH   SOLE   1,783,761 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 51,813 462,000 SH   SOLE   462,000 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 27,235 467,400 SH   SOLE   467,400 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 53,333 1,236,000 SH   SOLE   1,236,000 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 32,186 1,837,108 SH   SOLE   1,837,108 0 0
CHEMOCENTRYX INC COM 16383L106 23,963 387,000 SH   SOLE   387,000 0 0
CHIASMA INC COM 16706W102 13,051 3,000,326 SH   SOLE   3,000,326 0 0
CIENA CORP COM NEW 171779309 14,111 267,000 SH   SOLE   267,000 0 0
CINTAS CORP COM 172908105 63,269 179,000 SH   SOLE   179,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 39,826 1,247,300 SH   SOLE   1,247,300 0 0
COGNEX CORP COM 192422103 28,822 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 48,632 2,427,976 SH   SOLE   2,427,976 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 5,644 400,000 SH   SOLE   400,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 212,304 1,002,285 SH   SOLE   1,002,285 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 44,159 277,400 SH   SOLE   277,400 0 0
D R HORTON INC COM 23331A109 52,365 759,800 SH   SOLE   759,800 0 0
DATADOG INC CL A COM 23804L103 46,011 467,403 SH   SOLE   467,403 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 13,868 243,000 SH   SOLE   243,000 0 0
DOCUSIGN INC COM 256163106 1,071 4,819 SH   SOLE   4,819 0 0
DOMINOS PIZZA INC COM 25754A201 1,193 3,110 SH   SOLE   3,110 0 0
DYNATRACE INC COM NEW 268150109 117,435 2,714,008 SH   SOLE   2,714,008 0 0
ECOLAB INC COM 278865100 49,763 230,000 SH   SOLE   230,000 0 0
EDITAS MEDICINE INC COM 28106W103 37,954 583,900 SH Put SOLE   583,900 0 0
EIDOS THERAPEUTICS INC COM 28249H104 41,766 317,417 SH   SOLE   317,417 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 2,064 879,541 SH   SOLE   879,541 0 0
ENTEGRIS INC COM 29362U104 7,460 77,629 SH   SOLE   77,629 0 0
EQUINIX INC COM 29444U700 1,800 2,520 SH   SOLE   2,520 0 0
ESSA PHARMA INC COM NEW 29668H708 26,466 2,335,169 SH   SOLE   2,335,169 0 0
EXACT SCIENCES CORP COM 30063P105 230,533 1,740,000 SH   SOLE   1,740,000 0 0
EXACT SCIENCES CORP NOTE 1.000% 1/1 30063PAA3 4,578 2,411,000 PRN   SOLE   2,411,000 0 0
FATE THERAPEUTICS INC COM 31189P102 1,796 18,900 SH Put SOLE   18,900 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 8,344 1,120,000 SH   SOLE   1,120,000 0 0
FIRST HORIZON CORPORATION COM 320517105 8,852 693,700 SH   SOLE   693,700 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 9,448 64,300 SH   SOLE   64,300 0 0
FIVE9 INC COM 338307101 203,920 1,169,268 SH   SOLE   1,169,268 0 0
FIVERR INTL LTD ORD SHS M4R82T106 102,812 526,971 SH   SOLE   526,971 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 44,266 2,485,656 SH   SOLE   2,485,656 0 0
GALAPAGOS NV SPON ADR 36315X101 11,086 112,000 SH   SOLE   112,000 0 0
GARMIN LTD SHS H2906T109 2,501 20,900 SH   SOLE   20,900 0 0
GENERAC HLDGS INC COM 368736104 32,520 143,000 SH   SOLE   143,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 23,774 206,000 SH   SOLE   206,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 52,786 832,200 SH   SOLE   832,200 0 0
HENRY JACK & ASSOC INC COM 426281101 6,501 40,132 SH   SOLE   40,132 0 0
HUBSPOT INC COM 443573100 93,951 236,987 SH   SOLE   236,987 0 0
IDEX CORP COM 45167R104 3,491 17,524 SH   SOLE   17,524 0 0
IDEXX LABS INC COM 45168D104 119,969 240,000 SH   SOLE   240,000 0 0
IMMATICS N.V SHS N44445109 8,632 800,000 SH   SOLE   800,000 0 0
IMMATICS N.V *W EXP 07/01/202 N44445117 1,152 400,000 SH   SOLE   400,000 0 0
IMMUNOVANT INC COM 45258J102 43,049 932,000 SH   SOLE   932,000 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 30,327 551,400 SH Put SOLE   551,400 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 20,452 25,000 SH   SOLE   25,000 0 0
ITT INC COM 45073V108 9,073 117,800 SH   SOLE   117,800 0 0
KALA PHARMACEUTICALS INC COM 483119103 23,391 3,450,000 SH   SOLE   3,450,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 31,903 1,680,000 SH   SOLE   1,680,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 91,540 901,077 SH   SOLE   901,077 0 0
KEROS THERAPEUTICS INC COM 492327101 24,407 346,000 SH   SOLE   346,000 0 0
KINNATE BIOPHARMA INC COM ADDED 49705R105 6,962 175,000 SH   SOLE   175,000 0 0
KLA CORP COM NEW 482480100 6,602 25,498 SH   SOLE   25,498 0 0
KURA ONCOLOGY INC COM 50127T109 34,620 1,060,000 SH   SOLE   1,060,000 0 0
LAM RESEARCH CORP COM 512807108 96,381 204,081 SH   SOLE   204,081 0 0
LAMB WESTON HLDGS INC COM 513272104 15,984 203,000 SH   SOLE   203,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,601 34,944 SH   SOLE   34,944 0 0
LEMONADE INC COM 52567D107 935 17,000 SH Put SOLE   17,000 0 0
LENNOX INTL INC COM 526107107 26,027 95,000 SH   SOLE   95,000 0 0
LONGVIEW ACQUISITION CORP COM CL A 543195101 22,125 1,118,000 SH   SOLE   1,118,000 0 0
LOWES COS INC COM 548661107 84,476 526,300 SH   SOLE   526,300 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 7,840 1,000,000 SH   SOLE   1,000,000 0 0
MAGNA INTL INC COM 559222401 56,874 803,300 SH   SOLE   803,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206 12,317 128,840 SH   SOLE   128,840 0 0
MEDIAALPHA INC CL A ADDED 58450V104 2,407 61,611 SH   SOLE   61,611 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 117,387 103,000 SH   SOLE   103,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 28,437 129,471 SH   SOLE   129,471 0 0
MONGODB INC CL A 60937P106 31,947 88,980 SH   SOLE   88,980 0 0
MONOLITHIC PWR SYS INC COM 609839105 26,683 72,859 SH   SOLE   72,859 0 0
MSCI INC COM 55354G100 3,193 7,150 SH   SOLE   7,150 0 0
NASDAQ INC COM 631103108 2,496 18,800 SH   SOLE   18,800 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 33,835 353,000 SH   SOLE   353,000 0 0
NEUROCRINE BIOSCIENCES INC NOTE 2.250% 5/1 64125CAD1 3,570 2,569,000 PRN   SOLE   2,569,000 0 0
NEW RELIC INC COM 64829B100 660 12,000 SH Put SOLE   12,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 89,525 1,335,200 SH   SOLE   1,335,200 0 0
NOVANTA INC COM 67000B104 33,102 280,000 SH   SOLE   280,000 0 0
NURIX THERAPEUTICS INC COM 67080M103 34,524 1,050,000 SH   SOLE   1,050,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,894 18,200 SH   SOLE   18,200 0 0
OKTA INC CL A 679295105 27,460 108,000 SH   SOLE   108,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 71,046 364,000 SH   SOLE   364,000 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 14,556 430,000 SH   SOLE   430,000 0 0
OUTSET MED INC COM 690145107 1,491 26,237 SH   SOLE   26,237 0 0
PALO ALTO NETWORKS INC COM 697435105 52,784 148,523 SH   SOLE   148,523 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 6,124 4,334,000 PRN   SOLE   4,334,000 0 0
PENTAIR PLC SHS G7S00T104 5,314 100,100 SH   SOLE   100,100 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 19,932 600,000 SH   SOLE   600,000 0 0
PLIANT THERAPEUTICS INC COM 729139105 64,482 2,838,125 SH   SOLE   2,838,125 0 0
POOL CORP COM 73278L105 93,795 251,800 SH   SOLE   251,800 0 0
PRAXIS PRECISION MEDICINES I COM ADDED 74006W108 183,766 3,513,081 SH   SOLE   3,513,081 0 0
PROLOGIS INC. COM 74340W103 9,079 91,100 SH   SOLE   91,100 0 0
REGENERON PHARMACEUTICALS COM 75886F107 14,928 30,900 SH   SOLE   30,900 0 0
REPLIGEN CORP COM 759916109 22,804 119,000 SH   SOLE   119,000 0 0
RINGCENTRAL INC CL A 76680R206 81,819 215,898 SH   SOLE   215,898 0 0
ROLLINS INC COM 775711104 28,423 727,500 SH   SOLE   727,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 132,000 306,200 SH   SOLE   306,200 0 0
SAREPTA THERAPEUTICS INC COM 803607100 158,813 931,512 SH   SOLE   931,512 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,928 17,466 SH   SOLE   17,466 0 0
SEAGEN INC COM ADDED 81181C104 17,952 102,500 SH   SOLE   102,500 0 0
SHERWIN WILLIAMS CO COM 824348106 3,087 4,200 SH   SOLE   4,200 0 0
SHIFT4 PMTS INC CL A 82452J109 2,402 31,860 SH   SOLE   31,860 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,504 25,900 SH   SOLE   25,900 0 0
SILICON LABORATORIES INC COM 826919102 1,171 9,198 SH   SOLE   9,198 0 0
SILVERBACK THERAPEUTICS INC COM ADDED 82835W108 15,824 341,473 SH   SOLE   341,473 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 27,602 180,547 SH   SOLE   180,547 0 0
SMARTSHEET INC COM CL A 83200N103 30,280 437,000 SH   SOLE   437,000 0 0
SOTERA HEALTH CO COM ADDED 83601L102 23,873 870,000 SH   SOLE   870,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 46,088 1,014,920 SH   SOLE   1,014,920 0 0
STERIS PLC SHS USD G8473T100 5,999 31,650 SH   SOLE   31,650 0 0
SUTRO BIOPHARMA INC COM 869367102 51,474 2,370,975 SH   SOLE   2,370,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 43,279 1,946,000 SH   SOLE   1,946,000 0 0
SYNOPSYS INC COM 871607107 4,487 17,309 SH   SOLE   17,309 0 0
SYSCO CORP COM 871829107 4,084 55,000 SH   SOLE   55,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,813 25,800 SH   SOLE   25,800 0 0
THE TRADE DESK INC COM CL A 88339J105 217,646 271,718 SH   SOLE   271,718 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 88,127 607,100 SH   SOLE   607,100 0 0
TREX CO INC COM 89531P105 73,841 882,000 SH   SOLE   882,000 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 70,335 4,781,448 SH   SOLE   4,781,448 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 71,039 583,000 SH   SOLE   583,000 0 0
TWILIO INC CL A 90138F102 132,384 391,090 SH   SOLE   391,090 0 0
V F CORP COM 918204108 2,016 23,600 SH   SOLE   23,600 0 0
VERACYTE INC COM 92337F107 45,514 930,000 SH   SOLE   930,000 0 0
VERISK ANALYTICS INC COM 92345Y106 87,042 419,300 SH   SOLE   419,300 0 0
VITAL FARMS INC COM 92847W103 51,967 2,053,232 SH   SOLE   2,053,232 0 0
WASTE CONNECTIONS INC COM 94106B101 82,466 804,000 SH   SOLE   804,000 0 0
WAYFAIR INC CL A 94419L101 90,776 402,000 SH   SOLE   402,000 0 0
XENCOR INC COM 98401F105 22,077 506,000 SH   SOLE   506,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 15,844 1,030,140 SH   SOLE   1,030,140 0 0
XPO LOGISTICS INC COM 983793100 26,224 220,000 SH   SOLE   220,000 0 0
YETI HLDGS INC COM 98585X104 47,244 690,000 SH   SOLE   690,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 43,214 832,000 SH   SOLE   832,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,116 20,220 SH   SOLE   20,220 0 0
ZOETIS INC CL A 98978V103 3,674 22,200 SH   SOLE   22,200 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 91,582 1,898,851 SH   SOLE   1,898,851 0 0