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 30,039 1,268,539 SH   SOLE   1,268,539 0 0
908 DEVICES INC COM 65443P102 16,164 333,283 SH   SOLE   333,283 0 0
ACCELERON PHARMA INC COM 00434H108 19,379 142,900 SH   SOLE   142,900 0 0
ADC THERAPEUTICS SA SHS H0036K147 22,329 914,739 SH   SOLE   914,739 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,377 30,285 SH   SOLE   30,285 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 15,727 123,700 SH   SOLE   123,700 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 6,293 38,300 SH   SOLE   38,300 0 0
ALLAKOS INC COM 01671P100 36,385 317,000 SH   SOLE   317,000 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105 6,637 90,000 SH   SOLE   90,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 6,462 43,100 SH   SOLE   43,100 0 0
ANNEXON INC COM 03589W102 54,697 2,004,616 SH   SOLE   2,004,616 0 0
APTIV PLC SHS G6095L109 74,052 537,000 SH   SOLE   537,000 0 0
APTOSE BIOSCIENCES INC COM NEW 03835T200 13,737 2,299,000 SH   SOLE   2,299,000 0 0
ARGENX SE SPONSORED ADR 04016X101 58,933 214,000 SH   SOLE   214,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 218,922 1,698,648 SH   SOLE   1,698,648 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 106,186 172,000 SH   SOLE   172,000 0 0
BEYOND MEAT INC COM 08862E109 19,855 152,593 SH   SOLE   152,593 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 12,302 411,838 SH   SOLE   411,838 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 137,725 2,015,000 SH   SOLE   2,015,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 44,920 462,000 SH   SOLE   462,000 0 0
BOLT BIOTHERAPEUTICS INC COM ADDED 097702104 10,628 322,944 SH   SOLE   322,944 0 0
BRIDGEBIO PHARMA INC COM 10806X102 43,871 712,197 SH   SOLE   712,197 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 45,787 978,357 SH   SOLE   978,357 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 52,654 1,236,000 SH   SOLE   1,236,000 0 0
BUTTERFLY NETWORK INC COM CL A ADDED 124155102 18,816 1,118,000 SH   SOLE   1,118,000 0 0
CARDIFF ONCOLOGY INC COM 14147L108 16,515 1,783,488 SH   SOLE   1,783,488 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 42,486 2,062,433 SH   SOLE   2,062,433 0 0
CHEMOCENTRYX INC COM 16383L106 28,694 560,000 SH   SOLE   560,000 0 0
CHIASMA INC COM 16706W102 9,391 3,000,326 SH   SOLE   3,000,326 0 0
CIENA CORP COM NEW 171779309 15,769 288,175 SH   SOLE   288,175 0 0
CINTAS CORP COM 172908105 83,348 244,200 SH   SOLE   244,200 0 0
CLEARWAY ENERGY INC CL C 18539C204 36,679 1,303,400 SH   SOLE   1,303,400 0 0
COGNEX CORP COM 192422103 29,793 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 57,543 2,427,976 SH   SOLE   2,427,976 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 3,685 241,140 SH   SOLE   241,140 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 162,668 891,285 SH   SOLE   891,285 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 54,049 314,000 SH   SOLE   314,000 0 0
CULLINAN ONCOLOGY INC COM ADDED 230031106 49,025 1,212,555 SH   SOLE   1,212,555 0 0
D R HORTON INC COM 23331A109 94,725 1,062,893 SH   SOLE   1,062,893 0 0
DATADOG INC CL A COM 23804L103 39,245 470,903 SH   SOLE   470,903 0 0
DECIBEL THERAPEUTICS INC COM ADDED 24343R106 2,272 200,000 SH   SOLE   200,000 0 0
DESIGN THERAPEUTICS INC COM ADDED 25056L103 11,960 400,000 SH   SOLE   400,000 0 0
DOCUSIGN INC COM 256163106 976 4,819 SH   SOLE   4,819 0 0
DYNATRACE INC COM NEW 268150109 129,177 2,677,808 SH   SOLE   2,677,808 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 1,264 590,602 SH   SOLE   590,602 0 0
ENTEGRIS INC COM 29362U104 68,880 616,099 SH   SOLE   616,099 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,065 95,300 SH   SOLE   95,300 0 0
ESSA PHARMA INC COM NEW 29668H708 69,870 2,405,169 SH   SOLE   2,405,169 0 0
EXACT SCIENCES CORP COM 30063P105 229,297 1,740,000 SH   SOLE   1,740,000 0 0
EXACT SCIENCES CORP NOTE 1.000% 1/1 30063PAA3 4,525 2,411,000 PRN   SOLE   2,411,000 0 0
EXACT SCIENCES CORP NOTE 0.375% 3/0 30063PAC9 2,720 2,100,000 PRN   SOLE   2,100,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 6,458 1,040,000 SH   SOLE   1,040,000 0 0
FIRST HORIZON CORPORATION COM 320517105 14,691 868,800 SH   SOLE   868,800 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 16,542 99,200 SH   SOLE   99,200 0 0
FIVE9 INC COM 338307101 184,273 1,178,742 SH   SOLE   1,178,742 0 0
FIVERR INTL LTD ORD SHS M4R82T106 115,445 531,562 SH   SOLE   531,562 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 29,818 2,485,656 SH   SOLE   2,485,656 0 0
GARMIN LTD SHS H2906T109 5,643 42,800 SH   SOLE   42,800 0 0
GENERAC HLDGS INC COM 368736104 75,052 229,200 SH   SOLE   229,200 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 39,281 700,200 SH   SOLE   700,200 0 0
HENRY JACK & ASSOC INC COM 426281101 2,974 19,600 SH   SOLE   19,600 0 0
HUBSPOT INC COM 443573100 107,642 236,987 SH   SOLE   236,987 0 0
IDEX CORP COM 45167R104 7,891 37,700 SH   SOLE   37,700 0 0
IDEXX LABS INC COM 45168D104 117,434 240,000 SH   SOLE   240,000 0 0
IMMUNOVANT INC COM 45258J102 39,667 2,473,000 SH   SOLE   2,473,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 18,474 25,000 SH   SOLE   25,000 0 0
KALA PHARMACEUTICALS INC COM 483119103 23,253 3,450,000 SH   SOLE   3,450,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 35,272 1,373,000 SH   SOLE   1,373,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 116,753 971,077 SH   SOLE   971,077 0 0
KEROS THERAPEUTICS INC COM 492327101 26,307 427,414 SH   SOLE   427,414 0 0
KLA CORP COM NEW 482480100 11,828 35,798 SH   SOLE   35,798 0 0
KURA ONCOLOGY INC COM 50127T109 45,729 1,617,573 SH   SOLE   1,617,573 0 0
LAM RESEARCH CORP COM 512807108 121,694 204,446 SH   SOLE   204,446 0 0
LAMB WESTON HLDGS INC COM 513272104 15,728 203,000 SH   SOLE   203,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,631 58,447 SH   SOLE   58,447 0 0
LENNOX INTL INC COM 526107107 29,601 95,000 SH   SOLE   95,000 0 0
LOWES COS INC COM 548661107 98,779 519,400 SH   SOLE   519,400 0 0
MAGNA INTL INC COM 559222401 74,658 848,000 SH   SOLE   848,000 0 0
MEDIAALPHA INC CL A 58450V104 36,654 1,034,559 SH   SOLE   1,034,559 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 119,036 103,000 SH   SOLE   103,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 22,178 129,471 SH   SOLE   129,471 0 0
MONGODB INC CL A 60937P106 23,796 88,980 SH   SOLE   88,980 0 0
MONOLITHIC PWR SYS INC COM 609839105 26,194 74,159 SH   SOLE   74,159 0 0
MSCI INC COM 55354G100 4,696 11,200 SH   SOLE   11,200 0 0
NASDAQ INC COM 631103108 3,952 26,800 SH   SOLE   26,800 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 46,097 474,000 SH   SOLE   474,000 0 0
NEUROCRINE BIOSCIENCES INC NOTE 2.250% 5/1 64125CAD1 1,300 960,000 PRN   SOLE   960,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 98,322 1,349,100 SH   SOLE   1,349,100 0 0
NOVANTA INC COM 67000B104 36,929 280,000 SH   SOLE   280,000 0 0
NURIX THERAPEUTICS INC COM 67080M103 37,308 1,200,000 SH   SOLE   1,200,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,396 11,900 SH   SOLE   11,900 0 0
OKTA INC CL A 679295105 23,806 108,000 SH   SOLE   108,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 91,136 379,085 SH   SOLE   379,085 0 0
OLINK HLDG AB SPONSORED ADS ADDED 680710100 3,636 101,000 SH   SOLE   101,000 0 0
ON24 INC COM ADDED 68339B104 654 13,478 SH   SOLE   13,478 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 10,535 430,000 SH   SOLE   430,000 0 0
OUTSET MED INC COM 690145107 1,971 36,237 SH   SOLE   36,237 0 0
PALO ALTO NETWORKS INC COM 697435105 48,063 149,237 SH   SOLE   149,237 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 7,852 5,928,000 PRN   SOLE   5,928,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 925 2,500 SH   SOLE   2,500 0 0
PENTAIR PLC SHS G7S00T104 11,137 178,700 SH   SOLE   178,700 0 0
PHARVARIS N V COM ADDED N69605108 14,030 500,000 SH   SOLE   500,000 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 22,536 600,000 SH   SOLE   600,000 0 0
PLIANT THERAPEUTICS INC COM 729139105 97,220 2,471,892 SH   SOLE   2,471,892 0 0
POOL CORP COM 73278L105 86,379 250,200 SH   SOLE   250,200 0 0
PRAXIS PRECISION MEDICINES, INC COM 74006W108 109,410 3,513,081 SH   SOLE   3,513,081 0 0
PROLOGIS INC. COM 74340W103 13,043 123,044 SH   SOLE   123,044 0 0
PROMETHEUS BIOSCIENCES INC COM ADDED 74349U108 65,568 3,714,032 SH   SOLE   3,714,032 0 0
REPLIGEN CORP COM 759916109 23,135 119,000 SH   SOLE   119,000 0 0
RINGCENTRAL INC CL A 76680R206 65,864 221,108 SH   SOLE   221,108 0 0
RINGCENTRAL INC NOTE 3/0 76680RAF4 4,336 3,940,000 PRN   SOLE   3,940,000 0 0
ROLLINS INC COM 775711104 25,041 727,500 SH   SOLE   727,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 125,318 310,700 SH   SOLE   310,700 0 0
SAREPTA THERAPEUTICS INC COM 803607100 51,959 697,156 SH   SOLE   697,156 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,319 22,766 SH   SOLE   22,766 0 0
SHERWIN WILLIAMS CO COM 824348106 2,066 2,800 SH   SOLE   2,800 0 0
SHIFT4 PMTS INC CL A 82452J109 3,786 46,160 SH   SOLE   46,160 0 0
SHOALS TECHNOLOGIES GROUP IN CL A ADDED 82489W107 13,654 392,556 SH   SOLE   392,556 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 8,411 37,200 SH   SOLE   37,200 0 0
SIGNIFY HEALTH INC CL A COM ADDED 82671G100 10,456 357,360 SH   SOLE   357,360 0 0
SILICON LABORATORIES INC COM 826919102 1,754 12,437 SH   SOLE   12,437 0 0
SILVERBACK THERAPEUTICS INC COM 82835W108 16,203 371,384 SH   SOLE   371,384 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 27,072 147,547 SH   SOLE   147,547 0 0
SMARTSHEET INC COM CL A 83200N103 27,933 437,000 SH   SOLE   437,000 0 0
SOLID BIOSCIENCES INC COM 83422E105 5,983 1,081,868 SH   SOLE   1,081,868 0 0
SOTERA HEALTH CO COM 83601L102 21,715 870,000 SH   SOLE   870,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 58,391 1,010,920 SH   SOLE   1,010,920 0 0
STERIS PLC SHS USD G8473T100 12,876 67,600 SH   SOLE   67,600 0 0
SUTRO BIOPHARMA INC COM 869367102 53,963 2,370,975 SH   SOLE   2,370,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 45,100 2,016,993 SH   SOLE   2,016,993 0 0
SYNOPSYS INC COM 871607107 6,927 27,957 SH   SOLE   27,957 0 0
SYNOVUS FINL CORP COM NEW 87161C501 12,165 265,900 SH   SOLE   265,900 0 0
SYSCO CORP COM 871829107 5,858 74,400 SH   SOLE   74,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 53,593 453,100 SH   SOLE   453,100 0 0
THE TRADE DESK INC COM CL A 88339J105 178,767 274,325 SH   SOLE   274,325 0 0
THE TRADE DESK INC COM CL A 88339J105 1,125 1,500 SH Call SOLE   1,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 102,780 620,800 SH   SOLE   620,800 0 0
TREX CO INC COM 89531P105 80,738 882,000 SH   SOLE   882,000 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 82,258 7,659,000 SH   SOLE   7,659,000 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 47,768 505,000 SH   SOLE   505,000 0 0
TWILIO INC CL A 90138F102 133,609 392,090 SH   SOLE   392,090 0 0
V F CORP COM 918204108 6,521 81,600 SH   SOLE   81,600 0 0
VERACYTE INC COM 92337F107 34,991 651,000 SH   SOLE   651,000 0 0
VERISK ANALYTICS INC COM 92345Y106 75,058 424,800 SH   SOLE   424,800 0 0
VITAL FARMS INC COM 92847W103 65,700 3,008,232 SH   SOLE   3,008,232 0 0
WASTE CONNECTIONS INC COM 94106B101 86,816 804,000 SH   SOLE   804,000 0 0
WAYFAIR INC CL A 94419L101 77,564 246,432 SH   SOLE   246,432 0 0
XENCOR INC COM 98401F105 21,788 506,000 SH   SOLE   506,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 26,671 1,490,000 SH   SOLE   1,490,000 0 0
XPO LOGISTICS INC COM 983793100 27,126 220,000 SH   SOLE   220,000 0 0
YETI HLDGS INC COM 98585X104 49,825 690,000 SH   SOLE   690,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 36,100 832,000 SH   SOLE   832,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,237 20,220 SH   SOLE   20,220 0 0
ZOETIS INC CL A 98978V103 4,504 28,600 SH   SOLE   28,600 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 95,225 1,947,351 SH   SOLE   1,947,351 0 0
ZYMEWORKS INC COM 98985W102 44,147 1,397,954 SH   SOLE   1,397,954 0 0