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 28,225 1,715,801 SH   SOLE   1,715,801 0 0
ADC THERAPEUTICS SA SHS H0036K147 9,061 1,879,959 SH   SOLE   1,879,959 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,088 8,752 SH   SOLE   8,752 0 0
AES CORP UNIT 02/15/2024 00130H204 15,129 171,200 SH   SOLE   171,200 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 43,539 358,200 SH   SOLE   358,200 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,533 32,335 SH   SOLE   32,335 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105 8,632 902,000 SH   SOLE   902,000 0 0
ANNEXON INC COM 03589W102 22,412 3,626,508 SH   SOLE   3,626,508 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 23,178 339,355 SH   SOLE   339,355 0 0
APTIV PLC SHS G6095L109 56,323 720,147 SH   SOLE   720,147 0 0
APTIV PLC 5.5% CNV PFD A G6095L117 7,436 78,500 SH   SOLE   78,500 0 0
ARGENX SE SPONSORED ADR 04016X101 112,764 319,400 SH   SOLE   319,400 0 0
ARTERIS INC COM 04302A104 2,637 396,021 SH   SOLE   396,021 0 0
ARVINAS INC COM 04335A105 12,524 281,500 SH   SOLE   281,500 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 123,809 1,199,000 SH   SOLE   1,199,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 28,695 69,086 SH   SOLE   69,086 0 0
BAXTER INTL INC COM 071813109 10,697 198,600 SH   SOLE   198,600 0 0
BEAM THERAPEUTICS INC COM 07373V105 12,721 267,025 SH   SOLE   267,025 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 19,859 853,800 SH   SOLE   853,800 0 0
BILL COM HLDGS INC COM 090043100 1,655 12,500 SH   SOLE   12,500 0 0
BIOATLA INC COM 09077B104 6,122 795,000 SH   SOLE   795,000 0 0
BIOHAVEN LTD COM ADDED G1110E107 74,894 495,432 SH   SOLE   495,432 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 28,893 438,500 SH   SOLE   438,500 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 25,328 775,019 SH   SOLE   775,019 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 38,687 1,236,000 SH   SOLE   1,236,000 0 0
CDW CORP COM 12514G108 22,273 142,700 SH   SOLE   142,700 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 50,367 1,791,800 SH   SOLE   1,791,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 67,174 404,882 SH   SOLE   404,882 0 0
CINTAS CORP COM 172908105 107,692 277,421 SH   SOLE   277,421 0 0
CLEARWAY ENERGY INC CL C 18539C204 36,356 1,141,486 SH   SOLE   1,141,486 0 0
CMS ENERGY CORP COM 125896100 14,103 242,158 SH   SOLE   242,158 0 0
COGENT BIOSCIENCES INC COM 19240Q201 42,685 2,860,892 SH   SOLE   2,860,892 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 42,126 2,629,593 SH   SOLE   2,629,593 0 0
COMPASS THERAPEUTICS INC COM 20454B104 2,509 1,100,399 SH   SOLE   1,100,399 0 0
COURSERA INC COM 22266M104 28,618 2,654,716 SH   SOLE   2,654,716 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 100,315 608,672 SH   SOLE   608,672 0 0
CROWN CASTLE INC COM 22822V101 54,049 373,912 SH   SOLE   373,912 0 0
D R HORTON INC COM 23331A109 48,939 726,643 SH   SOLE   726,643 0 0
DATADOG INC CL A COM 23804L103 45,068 507,635 SH   SOLE   507,635 0 0
DLOCAL LTD CLASS A COM G29018101 80,919 3,943,403 SH   SOLE   3,943,403 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 50,519 1,847,144 SH   SOLE   1,847,144 0 0
DOXIMITY INC CL A 26622P107 103,089 3,411,287 SH   SOLE   3,411,287 0 0
EASTGROUP PPTYS INC COM 277276101 7,332 50,800 SH   SOLE   50,800 0 0
ELEMENT SOLUTIONS INC COM 28618M106 15,798 971,000 SH   SOLE   971,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 8,797 194,495 SH   SOLE   194,495 0 0
ENPHASE ENERGY INC COM 29355A107 45,228 163,000 SH   SOLE   163,000 0 0
ENTEGRIS INC COM 29362U104 53,902 649,268 SH   SOLE   649,268 0 0
EQT CORP COM 26884L109 3,339 81,934 SH   SOLE   81,934 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,754 123,385 SH   SOLE   123,385 0 0
ESSA PHARMA INC COM NEW 29668H708 2,841 1,561,251 SH   SOLE   1,561,251 0 0
EVOLENT HEALTH INC CL A 30050B101 7,786 216,700 SH   SOLE   216,700 0 0
EXACT SCIENCES CORP COM 30063P105 60,671 1,867,365 SH   SOLE   1,867,365 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 17,235 132,015 SH   SOLE   132,015 0 0
FIVE9 INC COM 338307101 101,598 1,355,000 SH   SOLE   1,355,000 0 0
FLYWIRE CORPORATION COM VTG 302492103 41,336 1,800,367 SH   SOLE   1,800,367 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 4,091 5,950,000 SH   SOLE   5,950,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 5,810 33,932 SH   SOLE   33,932 0 0
GENERAC HLDGS INC COM 368736104 48,044 269,700 SH   SOLE   269,700 0 0
GLOBAL E ONLINE LTD SHS M5216V106 66,990 2,503,371 SH   SOLE   2,503,371 0 0
GUARDANT HEALTH INC COM 40131M109 90,488 1,681,000 SH   SOLE   1,681,000 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5 2,125 2,900,000 PRN   SOLE   2,900,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 7,713 220,000 SH   SOLE   220,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 24,622 822,664 SH   SOLE   822,664 0 0
HORIZON PHARMA PLC SHS G46188101 60,108 971,200 SH   SOLE   971,200 0 0
HUBSPOT INC COM 443573100 58,039 214,865 SH   SOLE   214,865 0 0
IDEX CORP COM 45167R104 11,671 58,400 SH   SOLE   58,400 0 0
IDEXX LABS INC COM 45168D104 83,906 257,538 SH   SOLE   257,538 0 0
IMMUNOVANT INC COM 45258J102 29,979 5,372,512 SH   SOLE   5,372,512 0 0
INARI MED INC COM 45332Y109 19,324 266,030 SH   SOLE   266,030 0 0
INSPIRE MED SYS INC COM 457730109 14,908 84,050 SH   SOLE   84,050 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 17,851 319,000 SH   SOLE   319,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 11,160 800,000 SH   SOLE   800,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 14,058 75,000 SH   SOLE   75,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,865 110,000 SH   SOLE   110,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 18,645 148,830 SH   SOLE   148,830 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 4,008 276,200 SH   SOLE   276,200 0 0
KARUNA THERAPEUTICS INC COM 48576A100 116,896 519,700 SH   SOLE   519,700 0 0
KLA CORP COM NEW 482480100 16,291 53,833 SH   SOLE   53,833 0 0
KNOWBE4 INC CL A 49926T104 67,993 3,267,317 SH   SOLE   3,267,317 0 0
LAM RESEARCH CORP COM 512807108 41,604 113,673 SH   SOLE   113,673 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 31,423 638,544 SH   SOLE   638,544 0 0
LOWES COS INC COM 548661107 82,255 437,967 SH   SOLE   437,967 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 132,873 122,563 SH   SOLE   122,563 0 0
MIRATI THERAPEUTICS INC COM 60468T105 14,219 203,600 SH   SOLE   203,600 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 26,788 1,275,000 SH   SOLE   1,275,000 0 0
MONGODB INC CL A 60937P106 57,416 289,160 SH   SOLE   289,160 0 0
MONOLITHIC PWR SYS INC COM 609839105 43,099 118,598 SH   SOLE   118,598 0 0
NASDAQ INC COM 631103108 24,782 437,225 SH   SOLE   437,225 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 24,959 235,000 SH   SOLE   235,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 105,438 1,458,142 SH   SOLE   1,458,142 0 0
NOVANTA INC COM 67000B104 14,560 125,900 SH   SOLE   125,900 0 0
NVENT ELECTRIC PLC SHS G6700G107 27,605 873,300 SH   SOLE   873,300 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 110,839 445,549 SH   SOLE   445,549 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 6,971 221,500 SH   SOLE   221,500 0 0
PALO ALTO NETWORKS INC COM 697435105 114,501 699,074 SH   SOLE   699,074 0 0
PENTAIR PLC SHS G7S00T104 14,237 350,400 SH   SOLE   350,400 0 0
PHARVARIS N V COM N69605108 3,616 450,251 SH   SOLE   450,251 0 0
POOL CORP COM 73278L105 78,630 247,100 SH   SOLE   247,100 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108 7,986 3,518,062 SH   SOLE   3,518,062 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 14,168 415,985 SH   SOLE   415,985 0 0
PROLOGIS INC. COM 74340W103 1,057 10,400 SH   SOLE   10,400 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108 157,513 2,669,255 SH   SOLE   2,669,255 0 0
PROTHENA CORP PLC SHS G72800108 13,945 230,000 SH   SOLE   230,000 0 0
REPLIGEN CORP COM 759916109 22,266 119,000 SH   SOLE   119,000 0 0
REXFORD INDL RLTY INC COM 76169C100 23,931 460,209 SH   SOLE   460,209 0 0
ROIVANT SCIENCES LTD SHS G76279101 5,330 1,690,300 SH   SOLE   1,690,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 96,337 267,872 SH   SOLE   267,872 0 0
SHERWIN WILLIAMS CO COM 824348106 3,827 18,692 SH   SOLE   18,692 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 13,379 620,832 SH   SOLE   620,832 0 0
SHOCKWAVE MED INC COM 82489T104 11,039 39,700 SH   SOLE   39,700 0 0
SPROUT SOCIAL INC COM CL A 85209W109 60,130 990,943 SH   SOLE   990,943 0 0
STERIS PLC SHS USD G8473T100 23,171 139,352 SH   SOLE   139,352 0 0
SUTRO BIOPHARMA INC COM 869367102 15,035 2,708,975 SH   SOLE   2,708,975 0 0
SYNOPSYS INC COM 871607107 15,937 52,166 SH   SOLE   52,166 0 0
SYNOVUS FINL CORP COM NEW 87161C501 5,232 139,487 SH   SOLE   139,487 0 0
SYSCO CORP COM 871829107 12,523 177,100 SH   SOLE   177,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,235 411,827 SH   SOLE   411,827 0 0
TALARIS THERAPEUTICS INC COM 87410C104 4,106 1,561,092 SH   SOLE   1,561,092 0 0
TARGA RES CORP COM 87612G101 2,184 36,200 SH   SOLE   36,200 0 0
THE TRADE DESK INC COM CL A 88339J105 109,552 1,833,500 SH   SOLE   1,833,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 111,625 770,836 SH   SOLE   770,836 0 0
TREX CO INC COM 89531P105 43,501 990,000 SH   SOLE   990,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 12,663 305,800 SH   SOLE   305,800 0 0
VECTIVBIO HLDG AG ORD SHS H9060V101 14,034 2,339,044 SH   SOLE   2,339,044 0 0
VERACYTE INC COM 92337F107 12,151 732,000 SH   SOLE   732,000 0 0
VERISK ANALYTICS INC COM 92345Y106 26,910 157,800 SH   SOLE   157,800 0 0
WALKER & DUNLOP INC COM 93148P102 7,915 94,535 SH   SOLE   94,535 0 0
WASTE CONNECTIONS INC COM 94106B101 108,816 805,270 SH   SOLE   805,270 0 0
WEC ENERGY GROUP INC COM 92939U106 18,190 203,400 SH   SOLE   203,400 0 0
WILLIAMS COS INC COM 969457100 21,556 752,900 SH   SOLE   752,900 0 0
XENON PHARMACEUTICALS INC COM 98420N105 23,147 641,200 SH   SOLE   641,200 0 0
XOMETRY INC CLASS A COM 98423F109 91,721 1,615,098 SH   SOLE   1,615,098 0 0
XPO LOGISTICS INC COM 983793100 5,120 115,000 SH   SOLE   115,000 0 0
YETI HLDGS INC COM 98585X104 10,524 369,000 SH   SOLE   369,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 40,309 1,861,000 SH   SOLE   1,861,000 0 0
ZOETIS INC CL A 98978V103 4,559 30,747 SH   SOLE   30,747 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 105,512 2,532,698 SH   SOLE   2,532,698 0 0
ZYMEWORKS INC COM 98985W102 33,088 5,380,200 SH   SOLE   5,380,200 0 0