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
908 DEVICES INC COM 65443P102 26,804 1,410,000 SH   SOLE   1,410,000 0 0
ADC THERAPEUTICS SA SHS H0036K147 29,013 1,975,000 SH   SOLE   1,975,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 6,900 58,078 SH   SOLE   58,078 0 0
AES CORP UNIT 99/99/9999 00130H204 14,948 151,100 SH   SOLE   151,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 54,308 410,400 SH   SOLE   410,400 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 6,782 33,700 SH   SOLE   33,700 0 0
ANNEXON INC COM 03589W102 9,900 3,626,508 SH   SOLE   3,626,508 0 0
APTIV PLC SHS G6095L109 86,155 719,700 SH   SOLE   719,700 0 0
APTIV PLC 5.5% CNV PFD A G6095L117 12,932 94,500 PRN   SOLE   94,500 0 0
ARGENX SE SPONSORED ADR 04016X101 130,065 412,500 SH   SOLE   412,500 0 0
ARTERIS INC COM 04302A104 2,522 194,000 SH   SOLE   194,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 156,022 1,329,432 SH   SOLE   1,329,432 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 68,530 102,600 SH   SOLE   102,600 0 0
AZENTA INC COM 114340102 2,462 29,700 SH   SOLE   29,700 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 55,441 1,263,471 SH   SOLE   1,263,471 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 193,862 1,635,000 SH   SOLE   1,635,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 37,849 592,500 SH   SOLE   592,500 0 0
BOLT BIOTHERAPEUTICS INC COM 097702104 2,356 859,826 SH   SOLE   859,826 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 33,946 775,019 SH   SOLE   775,019 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 50,763 1,236,000 SH   SOLE   1,236,000 0 0
CARDIFF ONCOLOGY INC COM 14147L108 3,640 1,467,922 SH   SOLE   1,467,922 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 49,241 1,445,700 SH   SOLE   1,445,700 0 0
CHEMOCENTRYX INC COM 16383L106 18,261 728,385 SH   SOLE   728,385 0 0
CHENIERE ENERGY INC COM NEW 16411R208 40,541 292,400 SH   SOLE   292,400 0 0
CIENA CORP COM NEW 171779309 2,607 43,000 SH   SOLE   43,000 0 0
CINTAS CORP COM 172908105 123,193 289,600 SH   SOLE   289,600 0 0
CLEARWAY ENERGY INC CL C 18539C204 55,853 1,529,800 SH   SOLE   1,529,800 0 0
COGENT BIOSCIENCES INC COM 19240Q201 29,211 3,900,000 SH   SOLE   3,900,000 0 0
COGNEX CORP COM 192422103 27,697 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 53,539 2,629,593 SH   SOLE   2,629,593 0 0
COURSERA INC COM 22266M104 57,351 2,489,174 SH   SOLE   2,489,174 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 137,633 606,100 SH   SOLE   606,100 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 61,509 333,200 SH   SOLE   333,200 0 0
CULLINAN ONCOLOGY INC COM 230031106 15,078 1,440,145 SH   SOLE   1,440,145 0 0
D R HORTON INC COM 23331A109 79,092 1,061,500 SH   SOLE   1,061,500 0 0
DATADOG INC CL A COM 23804L103 74,978 495,000 SH   SOLE   495,000 0 0
DESIGN THERAPEUTICS INC COM 25056L103 6,460 400,000 SH   SOLE   400,000 0 0
DICE THERAPEUTICS INC COM 23345J104 35,202 1,871,612 SH   SOLE   1,871,612 0 0
DLOCAL LTD CLASS A COM G29018101 117,792 3,768,149 SH   SOLE   3,768,149 0 0
DUOLINGO INC CL A COM 26603R106 24,491 257,500 SH   SOLE   257,500 0 0
DYNATRACE INC COM NEW 268150109 112,416 2,386,741 SH   SOLE   2,386,741 0 0
EASTGROUP PPTYS INC COM 277276101 10,327 50,800 SH   SOLE   50,800 0 0
ELEMENT SOLUTIONS INC COM 28618M106 21,265 971,000 SH   SOLE   971,000 0 0
ENPHASE ENERGY INC COM 29355A107 29,070 144,069 SH   SOLE   144,069 0 0
ENPHASE ENERGY INC NOTE 3/0 29355AAH0 4,554 4,463,000 PRN   SOLE   4,463,000 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 1,104 590,602 SH   SOLE   590,602 0 0
ENTEGRIS INC COM 29362U104 108,526 826,800 SH   SOLE   826,800 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 17,453 228,200 SH   SOLE   228,200 0 0
ESSA PHARMA INC COM NEW 29668H708 25,772 4,170,259 SH   SOLE   4,170,259 0 0
EXACT SCIENCES CORP COM 30063P105 104,181 1,490,000 SH   SOLE   1,490,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 17,572 108,400 SH   SOLE   108,400 0 0
FIVE9 INC COM 338307101 139,049 1,259,500 SH   SOLE   1,259,500 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 3,970 3,606,192 SH   SOLE   3,606,192 0 0
GARMIN LTD SHS H2906T109 7,235 61,000 SH   SOLE   61,000 0 0
GENERAC HLDGS INC COM 368736104 110,610 372,100 SH   SOLE   372,100 0 0
GLOBAL E ONLINE LTD SHS M5216V106 84,294 2,495,391 SH   SOLE   2,495,391 0 0
GUARDANT HEALTH INC COM 40131M109 86,966 1,312,900 SH   SOLE   1,312,900 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5 2,341 2,900,000 PRN   SOLE   2,900,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 15,695 220,000 SH   SOLE   220,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 43,183 910,464 SH   SOLE   910,464 0 0
HUBSPOT INC COM 443573100 103,885 218,733 SH   SOLE   218,733 0 0
IDEX CORP COM 45167R104 11,197 58,400 SH   SOLE   58,400 0 0
IDEXX LABS INC COM 45168D104 154,107 281,700 SH   SOLE   281,700 0 0
IMMUNOGEN INC COM 45253H101 4,760 1,000,000 SH   SOLE   1,000,000 0 0
IMMUNOVANT INC COM 45258J102 29,603 5,372,512 SH   SOLE   5,372,512 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 13,016 800,000 SH   SOLE   800,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,626 75,000 SH   SOLE   75,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 94,839 748,000 SH   SOLE   748,000 0 0
KB HOME COM 48666K109 4,588 141,700 SH   SOLE   141,700 0 0
KLA CORP COM NEW 482480100 24,683 67,428 SH   SOLE   67,428 0 0
KNOWBE4 INC CL A 49926T104 96,960 4,211,983 SH   SOLE   4,211,983 0 0
KURA ONCOLOGY INC COM 50127T109 33,142 2,061,044 SH   SOLE   2,061,044 0 0
LAM RESEARCH CORP COM 512807108 96,956 180,346 SH   SOLE   180,346 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 28,753 471,744 SH   SOLE   471,744 0 0
LIVE OAK BANCSHARES INC COM 53803X105 6,971 136,983 SH   SOLE   136,983 0 0
LOWES COS INC COM 548661107 89,142 440,884 SH   SOLE   440,884 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 173,709 126,500 SH   SOLE   126,500 0 0
MIRATI THERAPEUTICS INC COM 60468T105 37,310 453,781 SH   SOLE   453,781 0 0
MONDAY COM LTD SHS M7S64H106 5,137 32,500 SH   SOLE   32,500 0 0
MONGODB INC CL A 60937P106 39,637 89,355 SH   SOLE   89,355 0 0
MONOLITHIC PWR SYS INC COM 609839105 57,236 117,848 SH   SOLE   117,848 0 0
NASDAQ INC COM 631103108 22,097 124,000 SH   SOLE   124,000 0 0
NCINO INC COM ADDED 63947X101 17,056 416,200 SH   SOLE   416,200 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 22,031 235,000 SH   SOLE   235,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 138,761 1,664,600 SH   SOLE   1,664,600 0 0
NOVANTA INC COM 67000B104 39,841 280,000 SH   SOLE   280,000 0 0
NURIX THERAPEUTICS INC COM 67080M103 26,199 1,870,000 SH   SOLE   1,870,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 30,697 882,600 SH   SOLE   882,600 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 132,972 445,200 SH   SOLE   445,200 0 0
OUTSET MED INC COM 690145107 3,133 69,000 SH   SOLE   69,000 0 0
PALO ALTO NETWORKS INC COM 697435105 125,303 201,287 SH   SOLE   201,287 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 15,956 6,810,000 PRN   SOLE   6,810,000 0 0
PENTAIR PLC SHS G7S00T104 18,995 350,400 SH   SOLE   350,400 0 0
PHARVARIS N V COM N69605108 5,659 302,619 SH   SOLE   302,619 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 4,576 336,223 SH   SOLE   336,223 0 0
POOL CORP COM 73278L105 104,486 247,100 SH   SOLE   247,100 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108 44,873 4,395,000 SH   SOLE   4,395,000 0 0
PROLOGIS INC. COM 74340W103 26,999 167,200 SH   SOLE   167,200 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108 122,067 3,232,700 SH   SOLE   3,232,700 0 0
REPLIGEN CORP COM 759916109 22,383 119,000 SH   SOLE   119,000 0 0
REXFORD INDL RLTY INC COM 76169C100 44,530 597,000 SH   SOLE   597,000 0 0
ROIVANT SCIENCES LTD SHS G76279101 8,177 1,690,300 SH   SOLE   1,690,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 147,525 312,400 SH   SOLE   312,400 0 0
SHERWIN WILLIAMS CO COM 824348106 4,618 18,500 SH   SOLE   18,500 0 0
SHIFT4 PMTS INC CL A 82452J109 4,335 70,000 SH   SOLE   70,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 10,579 620,832 SH   SOLE   620,832 0 0
SILICON LABORATORIES INC COM 826919102 2,874 19,137 SH   SOLE   19,137 0 0
SMARTSHEET INC COM CL A 83200N103 38,182 697,000 SH   SOLE   697,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 84,121 1,049,943 SH   SOLE   1,049,943 0 0
STERIS PLC SHS USD G8473T100 27,123 112,185 SH   SOLE   112,185 0 0
SUTRO BIOPHARMA INC COM 869367102 22,268 2,708,975 SH   SOLE   2,708,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 20,248 1,165,000 SH   SOLE   1,165,000 0 0
SYNOPSYS INC COM 871607107 24,348 73,057 SH   SOLE   73,057 0 0
SYNOVUS FINL CORP COM NEW 87161C501 17,116 349,300 SH   SOLE   349,300 0 0
SYSCO CORP COM 871829107 13,170 161,298 SH   SOLE   161,298 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 42,747 410,000 SH   SOLE   410,000 0 0
TALARIS THERAPEUTICS INC COM 87410C104 15,361 1,561,092 SH   SOLE   1,561,092 0 0
TARGA RES CORP COM 87612G101 11,071 146,700 SH   SOLE   146,700 0 0
THE TRADE DESK INC COM CL A 88339J105 141,187 2,038,800 SH   SOLE   2,038,800 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 113,288 741,900 SH   SOLE   741,900 0 0
TREX CO INC COM 89531P105 64,677 990,000 SH   SOLE   990,000 0 0
VECTIVBIO HLDG AG ORD SHS H9060V101 10,994 2,339,044 SH   SOLE   2,339,044 0 0
VERACYTE INC COM 92337F107 11,524 418,000 SH   SOLE   418,000 0 0
VERISK ANALYTICS INC COM 92345Y106 35,435 165,100 SH   SOLE   165,100 0 0
VITAL FARMS INC COM 92847W103 27,069 2,190,051 SH   SOLE   2,190,051 0 0
WALKER & DUNLOP INC COM 93148P102 15,781 121,935 SH   SOLE   121,935 0 0
WASTE CONNECTIONS INC COM 94106B101 112,319 804,000 SH   SOLE   804,000 0 0
WEC ENERGY GROUP INC COM 92939U106 14,512 145,400 SH   SOLE   145,400 0 0
WILLIAMS COS INC COM 969457100 21,853 654,100 SH   SOLE   654,100 0 0
XENCOR INC COM 98401F105 13,360 500,755 SH   SOLE   500,755 0 0
XOMETRY INC CLASS A COM 98423F109 44,102 1,200,052 SH   SOLE   1,200,052 0 0
XPO LOGISTICS INC COM 983793100 8,372 115,000 SH   SOLE   115,000 0 0
YETI HLDGS INC COM 98585X104 22,133 369,000 SH   SOLE   369,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 35,113 761,000 SH   SOLE   761,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 124,020 2,076,000 SH   SOLE   2,076,000 0 0
ZYMEWORKS INC COM 98985W102 35,240 5,380,200 SH   SOLE   5,380,200 0 0