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 21,264 1,137,092 SH   SOLE   1,137,092 0 0
908 DEVICES INC COM 65443P102 12,915 333,283 SH   SOLE   333,283 0 0
ADC THERAPEUTICS SA SHS H0036K147 31,948 1,311,990 SH   SOLE   1,311,990 0 0
AES CORP UNIT 99/99/9999 00130H204 8,950 83,200 SH   SOLE   83,200 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 22,423 151,700 SH   SOLE   151,700 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,876 26,800 SH   SOLE   26,800 0 0
ALGONQUIN PWR UTILS CORP UNIT 99/99/9999 ADDED 015857873 6,371 128,300 SH   SOLE   128,300 0 0
ALLAKOS INC COM 01671P100 34,233 401,000 SH   SOLE   401,000 0 0
ALTERYX INC COM CL A 02156B103 1,100 11,000 SH   SOLE   11,000 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105 24,056 439,950 SH   SOLE   439,950 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 7,537 48,900 SH   SOLE   48,900 0 0
ANNEXON INC COM 03589W102 53,332 2,409,166 SH   SOLE   2,409,166 0 0
APTIV PLC SHS G6095L109 84,486 537,000 SH   SOLE   537,000 0 0
APTOSE BIOSCIENCES INC COM NEW 03835T200 7,633 2,299,000 SH   SOLE   2,299,000 0 0
ARGENX SE SPONSORED ADR 04016X101 100,256 333,000 SH   SOLE   333,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 223,457 1,698,648 SH   SOLE   1,698,648 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 118,824 172,000 SH   SOLE   172,000 0 0
BEYOND MEAT INC COM 08862E109 24,032 152,593 SH   SOLE   152,593 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 35,323 1,163,471 SH   SOLE   1,163,471 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 193,267 1,990,797 SH   SOLE   1,990,797 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 40,612 461,712 SH   SOLE   461,712 0 0
BOLT BIOTHERAPEUTICS INC COM 097702104 8,256 534,000 SH   SOLE   534,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 43,416 712,197 SH   SOLE   712,197 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 38,120 908,919 SH   SOLE   908,919 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 47,673 1,236,000 SH   SOLE   1,236,000 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 19,765 1,365,000 SH   SOLE   1,365,000 0 0
CARDIFF ONCOLOGY INC COM 14147L108 23,779 3,575,834 SH   SOLE   3,575,834 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 70,522 2,108,908 SH   SOLE   2,108,908 0 0
CHEMOCENTRYX INC COM 16383L106 18,786 1,403,000 SH   SOLE   1,403,000 0 0
CIENA CORP COM NEW 171779309 17,361 305,175 SH   SOLE   305,175 0 0
CINTAS CORP COM 172908105 110,627 289,600 SH   SOLE   289,600 0 0
CLEARWAY ENERGY INC CL C 18539C204 34,514 1,303,400 SH   SOLE   1,303,400 0 0
COGNEX CORP COM 192422103 30,174 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 62,164 2,629,593 SH   SOLE   2,629,593 0 0
COMPASS INC CL A ADDED 20464U100 26,569 2,022,031 SH   SOLE   2,022,031 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 223,989 891,285 SH   SOLE   891,285 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 61,086 313,100 SH   SOLE   313,100 0 0
CULLINAN ONCOLOGY INC COM 230031106 36,155 1,440,145 SH   SOLE   1,440,145 0 0
D R HORTON INC COM 23331A109 95,385 1,055,493 SH   SOLE   1,055,493 0 0
DATADOG INC CL A COM 23804L103 50,490 485,104 SH   SOLE   485,104 0 0
DESIGN THERAPEUTICS INC COM 25056L103 7,956 400,000 SH   SOLE   400,000 0 0
DOCUSIGN INC COM 256163106 1,347 4,819 SH   SOLE   4,819 0 0
DYNATRACE INC COM NEW 268150109 159,505 2,730,308 SH   SOLE   2,730,308 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 1,577 590,602 SH   SOLE   590,602 0 0
ENTEGRIS INC COM 29362U104 80,127 651,599 SH   SOLE   651,599 0 0
EQUINIX INC COM 29444U700 14,200 17,693 SH   SOLE   17,693 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 9,452 127,200 SH   SOLE   127,200 0 0
ESSA PHARMA INC COM NEW 29668H708 68,716 2,405,169 SH   SOLE   2,405,169 0 0
EXACT SCIENCES CORP COM 30063P105 216,299 1,740,000 SH   SOLE   1,740,000 0 0
EXACT SCIENCES CORP NOTE 0.375% 3/0 30063PAC9 10,296 8,295,000 PRN   SOLE   8,295,000 0 0
FIRST HORIZON CORPORATION COM 320517105 13,323 771,000 SH   SOLE   771,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 18,455 98,600 SH   SOLE   98,600 0 0
FIVE9 INC COM 338307101 216,495 1,180,515 SH   SOLE   1,180,515 0 0
FIVERR INTL LTD ORD SHS M4R82T106 130,935 539,962 SH   SOLE   539,962 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 19,757 2,485,656 SH   SOLE   2,485,656 0 0
GARMIN LTD SHS H2906T109 4,947 34,200 SH   SOLE   34,200 0 0
GENERAC HLDGS INC COM 368736104 131,104 315,800 SH   SOLE   315,800 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 39,316 700,200 SH   SOLE   700,200 0 0
HENRY JACK & ASSOC INC COM 426281101 3,205 19,600 SH   SOLE   19,600 0 0
HUBSPOT INC COM 443573100 138,651 237,937 SH   SOLE   237,937 0 0
IDEX CORP COM 45167R104 10,056 45,700 SH   SOLE   45,700 0 0
IDEXX LABS INC COM 45168D104 151,572 240,000 SH   SOLE   240,000 0 0
IMMUNOVANT INC COM 45258J102 35,631 3,370,994 SH   SOLE   3,370,994 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,991 25,000 SH   SOLE   25,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 15,950 665,681 SH   SOLE   665,681 0 0
KARUNA THERAPEUTICS INC COM 48576A100 85,265 748,000 SH   SOLE   748,000 0 0
KB HOME COM 48666K109 6,426 157,800 SH   SOLE   157,800 0 0
KEROS THERAPEUTICS INC COM 492327101 18,152 427,414 SH   SOLE   427,414 0 0
KLA CORP COM NEW 482480100 13,422 41,398 SH   SOLE   41,398 0 0
KURA ONCOLOGY INC COM 50127T109 14,678 704,000 SH   SOLE   704,000 0 0
LAM RESEARCH CORP COM 512807108 133,033 204,446 SH   SOLE   204,446 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 3,284 58,447 SH   SOLE   58,447 0 0
LEMONADE INC COM 52567D107 480 6,000 SH   SOLE   6,000 0 0
LENNOX INTL INC COM 526107107 33,326 95,000 SH   SOLE   95,000 0 0
LIVE OAK BANCSHARES INC COM 53803X105 3,699 62,700 SH   SOLE   62,700 0 0
LOWES COS INC COM 548661107 96,869 499,400 SH   SOLE   499,400 0 0
MAGNA INTL INC COM 559222401 75,557 815,600 SH   SOLE   815,600 0 0
MEDIAALPHA INC CL A 58450V104 50,125 1,190,612 SH   SOLE   1,190,612 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 155,158 112,000 SH   SOLE   112,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 20,913 129,471 SH   SOLE   129,471 0 0
MONGODB INC CL A 60937P106 32,304 89,355 SH   SOLE   89,355 0 0
MONOLITHIC PWR SYS INC COM 609839105 28,927 77,459 SH   SOLE   77,459 0 0
MONTES ARCHIMEDES ACQUISITIO COM CL A 612657106 6,923 700,000 SH   SOLE   700,000 0 0
MSCI INC COM 55354G100 3,465 6,500 SH   SOLE   6,500 0 0
NASDAQ INC COM 631103108 5,608 31,900 SH   SOLE   31,900 0 0
NCINO INC COM 63947U107 39,697 662,500 SH   SOLE   662,500 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 22,870 235,000 SH   SOLE   235,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 101,337 1,327,100 SH   SOLE   1,327,100 0 0
NOVANTA INC COM 67000B104 37,733 280,000 SH   SOLE   280,000 0 0
NURIX THERAPEUTICS INC COM 67080M103 31,836 1,200,000 SH   SOLE   1,200,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 17,510 560,500 SH   SOLE   560,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,448 11,900 SH   SOLE   11,900 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 112,230 442,200 SH   SOLE   442,200 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 15,513 876,948 SH   SOLE   876,948 0 0
OUTSET MED INC COM 690145107 2,867 57,357 SH   SOLE   57,357 0 0
PALO ALTO NETWORKS INC COM 697435105 55,411 149,337 SH   SOLE   149,337 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 14,388 9,855,000 PRN   SOLE   9,855,000 0 0
PENTAIR PLC SHS G7S00T104 14,254 211,200 SH   SOLE   211,200 0 0
PHARVARIS N V COM N69605108 9,840 541,563 SH   SOLE   541,563 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 20,310 600,000 SH   SOLE   600,000 0 0
PLIANT THERAPEUTICS INC COM 729139105 71,981 2,471,892 SH   SOLE   2,471,892 0 0
POOL CORP COM 73278L105 115,491 251,800 SH   SOLE   251,800 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108 67,727 3,787,053 SH   SOLE   3,787,053 0 0
PROLOGIS INC. COM 74340W103 16,519 138,200 SH   SOLE   138,200 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108 88,191 3,714,032 SH   SOLE   3,714,032 0 0
REPLIGEN CORP COM 759916109 23,755 119,000 SH   SOLE   119,000 0 0
RINGCENTRAL INC CL A 76680R206 87,932 302,608 SH   SOLE   302,608 0 0
RINGCENTRAL INC NOTE 3/0 76680RAF4 3,618 3,260,000 PRN   SOLE   3,260,000 0 0
ROLLINS INC COM 775711104 24,881 727,500 SH   SOLE   727,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 146,890 312,400 SH   SOLE   312,400 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 11,027 34,600 SH   SOLE   34,600 0 0
SHERWIN WILLIAMS CO COM 824348106 3,269 12,000 SH   SOLE   12,000 0 0
SHIFT4 PMTS INC CL A 82452J109 4,326 46,160 SH   SOLE   46,160 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 51,385 1,447,460 SH   SOLE   1,447,460 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 5,404 22,000 SH   SOLE   22,000 0 0
SILICON LABORATORIES INC COM 826919102 2,933 19,137 SH   SOLE   19,137 0 0
SILVERBACK THERAPEUTICS INC COM 82835W108 11,472 371,384 SH   SOLE   371,384 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 28,388 148,047 SH   SOLE   148,047 0 0
SMARTSHEET INC COM CL A 83200N103 50,344 696,131 SH   SOLE   696,131 0 0
SOTERA HEALTH CO COM 83601L102 21,080 870,000 SH   SOLE   870,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 90,486 1,011,920 SH   SOLE   1,011,920 0 0
STERIS PLC SHS USD G8473T100 18,299 88,700 SH   SOLE   88,700 0 0
SUTRO BIOPHARMA INC COM 869367102 44,076 2,370,975 SH   SOLE   2,370,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 12,059 702,348 SH   SOLE   702,348 0 0
SYNOPSYS INC COM 871607107 11,240 40,757 SH   SOLE   40,757 0 0
SYNOVUS FINL CORP COM NEW 87161C501 9,662 220,200 SH   SOLE   220,200 0 0
SYSCO CORP COM 871829107 6,002 77,200 SH   SOLE   77,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 54,444 453,100 SH   SOLE   453,100 0 0
TALARIS THERAPEUTICS INC COM ADDED 87410C104 22,411 1,561,092 SH   SOLE   1,561,092 0 0
THE TRADE DESK INC COM CL A 88339J105 213,237 2,756,430 SH   SOLE   2,756,430 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 116,653 633,500 SH   SOLE   633,500 0 0
TRANSMEDICS GROUP INC COM 89377M109 2,567 77,364 SH   SOLE   77,364 0 0
TREX CO INC COM 89531P105 90,149 882,000 SH   SOLE   882,000 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 92,247 9,510,000 SH   SOLE   9,510,000 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 45,096 578,000 SH   SOLE   578,000 0 0
TWILIO INC CL A 90138F102 155,098 393,490 SH   SOLE   393,490 0 0
V F CORP COM 918204108 7,794 95,000 SH   SOLE   95,000 0 0
VECTIVBIO HLDG AG ORD SHS ADDED H9060V101 26,592 2,341,427 SH   SOLE   2,341,427 0 0
VERACYTE INC COM 92337F107 26,027 651,000 SH   SOLE   651,000 0 0
VERISK ANALYTICS INC COM 92345Y106 37,215 213,000 SH   SOLE   213,000 0 0
VITAL FARMS INC COM 92847W103 60,044 3,008,232 SH   SOLE   3,008,232 0 0
WASTE CONNECTIONS INC COM 94106B101 96,022 804,000 SH   SOLE   804,000 0 0
WAYFAIR INC CL A 94419L101 105,309 333,562 SH   SOLE   333,562 0 0
XENCOR INC COM 98401F105 17,452 506,000 SH   SOLE   506,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 27,744 1,490,000 SH   SOLE   1,490,000 0 0
XOMETRY INC CLASS A COM ADDED 98423F109 1,311 15,000 SH   SOLE   15,000 0 0
XPO LOGISTICS INC COM 983793100 30,776 220,000 SH   SOLE   220,000 0 0
YETI HLDGS INC COM 98585X104 63,356 690,000 SH   SOLE   690,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 22,365 420,400 SH   SOLE   420,400 0 0
ZOETIS INC CL A 98978V103 6,113 32,800 SH   SOLE   32,800 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 101,332 1,942,351 SH   SOLE   1,942,351 0 0
ZYMEWORKS INC COM 98985W102 111,033 3,200,728 SH   SOLE   3,200,728 0 0