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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
908 DEVICES INC COM 65443P102   16,997,667 2,230,665 SH   SOLE   2,230,665 0 0
ADC THERAPEUTICS SA SHS H0036K147   7,219,043 1,879,959 SH   SOLE   1,879,959 0 0
AES CORP UNIT 02/15/2024 00130H204   17,464,112 171,200 SH   SOLE   171,200 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   4,710,239 32,335 SH   SOLE   32,335 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105   10,165,540 902,000 SH   SOLE   902,000 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   9,237,500 250,000 SH   SOLE   250,000 0 0
ANNEXON INC COM 03589W102   18,749,046 3,626,508 SH   SOLE   3,626,508 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   17,548,047 339,355 SH   SOLE   339,355 0 0
APTIV PLC SHS G6095L109   67,088,896 720,379 SH   SOLE   720,379 0 0
APTIV PLC 5.5% CNV PFD A G6095L117   8,448,070 78,500 PRN   SOLE   78,500 0 0
ARCUS BIOSCIENCES INC COM 03969F109   4,963,200 240,000 SH   SOLE   240,000 0 0
ARGENX SE SPONSORED ADR 04016X101   124,584,686 328,867 SH   SOLE   328,867 0 0
ARTERIS INC COM 04302A104   2,640,944 614,173 SH   SOLE   614,173 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   95,592,250 782,709 SH   SOLE   782,709 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   37,758,426 69,104 SH   SOLE   69,104 0 0
AURA BIOSCIENCES INC COM 05153U107   23,639,364 2,251,368 SH   SOLE   2,251,368 0 0
BAXTER INTL INC COM 071813109   10,122,642 198,600 SH   SOLE   198,600 0 0
BEAM THERAPEUTICS INC COM 07373V105   10,443,348 267,025 SH   SOLE   267,025 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   25,272,480 853,800 SH   SOLE   853,800 0 0
BILL COM HLDGS INC COM 090043100   28,908,178 265,310 SH   SOLE   265,310 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   23,802,700 230,000 SH   SOLE   230,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   19,210,685 438,500 SH   SOLE   438,500 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   21,344,023 775,019 SH   SOLE   775,019 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   31,320,240 1,236,000 SH   SOLE   1,236,000 0 0
BRUKER CORP COM 116794108   13,807,110 202,006 SH   SOLE   202,006 0 0
CDW CORP COM 12514G108   27,709,723 155,167 SH   SOLE   155,167 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   65,208,139 1,463,050 SH   SOLE   1,463,050 0 0
CHENIERE ENERGY INC COM NEW 16411R208   59,406,054 396,146 SH   SOLE   396,146 0 0
CHINOOK THERAPEUTICS INC COM 16961L106   9,662,848 368,811 SH   SOLE   368,811 0 0
CLEARWAY ENERGY INC CL C 18539C204   36,909,125 1,158,115 SH   SOLE   1,158,115 0 0
CMS ENERGY CORP COM 125896100   12,381,015 195,500 SH   SOLE   195,500 0 0
COGENT BIOSCIENCES INC COM 19240Q201   29,937,834 2,589,778 SH   SOLE   2,589,778 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   61,006,558 2,629,593 SH   SOLE   2,629,593 0 0
COMPASS THERAPEUTICS INC COM 20454B104   4,703,508 935,091 SH   SOLE   935,091 0 0
COURSERA INC COM 22266M104   39,857,388 3,369,179 SH   SOLE   3,369,179 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   64,038,010 608,206 SH   SOLE   608,206 0 0
CROWN CASTLE INC COM 22822V101   48,467,699 357,326 SH   SOLE   357,326 0 0
CYTOKINETICS INC COM NEW 23282W605   25,475,920 556,000 SH   SOLE   556,000 0 0
D R HORTON INC COM 23331A109   61,329,479 688,013 SH   SOLE   688,013 0 0
DATADOG INC CL A COM 23804L103   37,185,561 505,926 SH   SOLE   505,926 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,621,982 107,657 SH   SOLE   107,657 0 0
DLOCAL LTD CLASS A COM G29018101   93,356,568 5,995,926 SH   SOLE   5,995,926 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   70,686,934 3,218,895 SH   SOLE   3,218,895 0 0
DOXIMITY INC CL A 26622P107   131,820,358 3,927,901 SH   SOLE   3,927,901 0 0
EASTGROUP PPTYS INC COM 277276101   7,522,632 50,808 SH   SOLE   50,808 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   194,508 2,607 SH   SOLE   2,607 0 0
ELEMENT SOLUTIONS INC COM 28618M106   17,662,490 971,000 SH   SOLE   971,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100   11,632,746 194,495 SH   SOLE   194,495 0 0
ENPHASE ENERGY INC COM 29355A107   45,064,662 170,081 SH   SOLE   170,081 0 0
ENTEGRIS INC COM 29362U104   46,379,607 707,114 SH   SOLE   707,114 0 0
EQT CORP COM 26884L109   6,978,825 206,291 SH   SOLE   206,291 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   7,970,671 123,385 SH   SOLE   123,385 0 0
EVOLENT HEALTH INC CL A 30050B101   53,429,360 1,902,755 SH   SOLE   1,902,755 0 0
EXACT SCIENCES CORP COM 30063P105   92,453,241 1,867,365 SH   SOLE   1,867,365 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   16,134,701 132,371 SH   SOLE   132,371 0 0
FIVE9 INC COM 338307101   70,767,869 1,042,851 SH   SOLE   1,042,851 0 0
FLYWIRE CORPORATION COM VTG 302492103   98,498,797 4,025,288 SH   SOLE   4,025,288 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107   2,917,370 5,920,765 SH   SOLE   5,920,765 0 0
GALLAGHER ARTHUR J & CO COM 363576109   17,361,140 92,082 SH   SOLE   92,082 0 0
GLOBAL E ONLINE LTD SHS M5216V106   57,630,203 2,792,161 SH   SOLE   2,792,161 0 0
GUARDANT HEALTH INC COM 40131M109   45,723,200 1,681,000 SH   SOLE   1,681,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   9,391,800 220,000 SH   SOLE   220,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   23,840,803 822,664 SH   SOLE   822,664 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   113,367,560 996,200 SH   SOLE   996,200 0 0
HUBSPOT INC COM 443573100   51,560,842 178,331 SH   SOLE   178,331 0 0
IDEX CORP COM 45167R104   15,790,618 69,157 SH   SOLE   69,157 0 0
IDEXX LABS INC COM 45168D104   105,151,282 257,749 SH   SOLE   257,749 0 0
IMMUNOVANT INC COM 45258J102   65,563,530 3,693,720 SH   SOLE   3,693,720 0 0
INARI MED INC COM 45332Y109   22,227,631 349,711 SH   SOLE   349,711 0 0
INSMED INC COM PAR $.01 457669307   13,954,292 698,413 SH   SOLE   698,413 0 0
INSPIRE MED SYS INC COM 457730109   27,258,454 108,220 SH   SOLE   108,220 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   11,129,910 319,000 SH   SOLE   319,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108   9,896,000 800,000 SH   SOLE   800,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   19,901,250 75,000 SH   SOLE   75,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100   4,154,700 110,000 SH   SOLE   110,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   22,399,775 239,135 SH   SOLE   239,135 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   1,867,112 276,200 SH   SOLE   276,200 0 0
KARUNA THERAPEUTICS INC COM 48576A100   102,121,050 519,700 SH   SOLE   519,700 0 0
KLA CORP COM NEW 482480100   19,063,391 50,562 SH   SOLE   50,562 0 0
LAM RESEARCH CORP COM 512807108   48,408,893 115,177 SH   SOLE   115,177 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   40,234,034 620,130 SH   SOLE   620,130 0 0
LOWES COS INC COM 548661107   89,435,449 448,883 SH   SOLE   448,883 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   12,537,000 3,150,000 SH   SOLE   3,150,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   187,360,674 129,621 SH   SOLE   129,621 0 0
MIRATI THERAPEUTICS INC COM 60468T105   9,225,116 203,600 SH   SOLE   203,600 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   40,111,500 2,057,000 SH   SOLE   2,057,000 0 0
MONOLITHIC PWR SYS INC COM 609839105   41,601,156 117,647 SH   SOLE   117,647 0 0
NASDAQ INC COM 631103108   28,931,617 471,583 SH   SOLE   471,583 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   16,124,400 135,000 SH   SOLE   135,000 0 0
NEXTERA ENERGY INC COM 65339F101   184,505 2,207 SH   SOLE   2,207 0 0
NEXTERA ENERGY INC UNIT 09/01/2025 ADDED 65339F713   3,764,250 75,000 SH   SOLE   75,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   102,201,173 1,458,142 SH   SOLE   1,458,142 0 0
NOVANTA INC COM 67000B104   17,106,033 125,900 SH   SOLE   125,900 0 0
NVENT ELECTRIC PLC SHS G6700G107   32,509,304 845,056 SH   SOLE   845,056 0 0
NVIDIA CORPORATION COM 67066G104   82,131 562 SH   SOLE   562 0 0
NXP SEMICONDUCTORS N V COM N6596X109   58,313 369 SH   SOLE   369 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   126,478,476 445,692 SH   SOLE   445,692 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   158,678 188 SH   SOLE   188 0 0
PALO ALTO NETWORKS INC COM 697435105   98,735,713 707,580 SH   SOLE   707,580 0 0
PENTAIR PLC SHS G7S00T104   15,760,992 350,400 SH   SOLE   350,400 0 0
POOL CORP COM 73278L105   74,705,743 247,100 SH   SOLE   247,100 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108   8,372,988 3,518,062 SH   SOLE   3,518,062 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   22,710,000 1,000,000 SH   SOLE   1,000,000 0 0
PROLOGIS INC. COM 74340W103   6,816,332 60,466 SH   SOLE   60,466 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108   113,623,180 1,032,938 SH   SOLE   1,032,938 0 0
PROTHENA CORP PLC SHS G72800108   26,433,603 438,732 SH   SOLE   438,732 0 0
REPLIGEN CORP COM 759916109   20,147,890 119,000 SH   SOLE   119,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   9,210,699 470,654 SH   SOLE   470,654 0 0
ROIVANT SCIENCES LTD SHS G76279101   13,505,497 1,690,300 SH   SOLE   1,690,300 0 0
ROPER TECHNOLOGIES INC COM 776696106   120,125,774 278,011 SH   SOLE   278,011 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   29,577,677 748,423 SH   SOLE   748,423 0 0
RXO INC COMMON STOCK ADDED 74982T103   1,978,000 115,000 SH   SOLE   115,000 0 0
SEAGEN INC COM 81181C104   31,169,458 242,545 SH   SOLE   242,545 0 0
SERVICENOW INC COM 81762P102   184,817 476 SH   SOLE   476 0 0
SHERWIN WILLIAMS CO COM 824348106   12,684,577 53,447 SH   SOLE   53,447 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   37,518,925 1,520,832 SH   SOLE   1,520,832 0 0
SHOCKWAVE MED INC COM 82489T104   8,162,717 39,700 SH   SOLE   39,700 0 0
SPROUT SOCIAL INC COM CL A 85209W109   48,981,704 867,547 SH   SOLE   867,547 0 0
STERIS PLC SHS USD G8473T100   25,754,097 139,445 SH   SOLE   139,445 0 0
SYNOPSYS INC COM 871607107   20,553,017 64,371 SH   SOLE   64,371 0 0
SYNOVUS FINL CORP COM NEW 87161C501   6,910,251 184,028 SH   SOLE   184,028 0 0
SYSCO CORP COM 871829107   13,539,295 177,100 SH   SOLE   177,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   115,013 1,544 SH   SOLE   1,544 0 0
TALARIS THERAPEUTICS INC COM 87410C104   1,592,314 1,561,092 SH   SOLE   1,561,092 0 0
TARGA RES CORP COM 87612G101   10,257,734 139,561 SH   SOLE   139,561 0 0
THE TRADE DESK INC COM CL A 88339J105   65,674,022 1,464,957 SH   SOLE   1,464,957 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   129,612,854 771,092 SH   SOLE   771,092 0 0
TREX CO INC COM 89531P105   37,335,060 882,000 SH   SOLE   882,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   16,632,470 359,000 SH   SOLE   359,000 0 0
VECTIVBIO HLDG AG ORD SHS H9060V101   29,322,595 3,405,644 SH   SOLE   3,405,644 0 0
VERACYTE INC COM 92337F107   17,370,360 732,000 SH   SOLE   732,000 0 0
VERISK ANALYTICS INC COM 92345Y106   30,378,289 172,193 SH   SOLE   172,193 0 0
WALKER & DUNLOP INC COM 93148P102   7,419,107 94,535 SH   SOLE   94,535 0 0
WASTE CONNECTIONS INC COM 94106B101   106,933,898 806,683 SH   SOLE   806,683 0 0
WEC ENERGY GROUP INC COM 92939U106   16,894,802 180,192 SH   SOLE   180,192 0 0
WILLIAMS COS INC COM 969457100   25,100,693 762,939 SH   SOLE   762,939 0 0
WORKDAY INC CL A 98138H101   309,059 1,847 SH   SOLE   1,847 0 0
XENON PHARMACEUTICALS INC COM 98420N105   25,282,516 641,200 SH   SOLE   641,200 0 0
XOMETRY INC CLASS A COM 98423F109   67,787,167 2,103,232 SH   SOLE   2,103,232 0 0
XPO INC COM 983793100   3,828,350 115,000 SH   SOLE   115,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   43,432,212 2,156,515 SH   SOLE   2,156,515 0 0
ZOETIS INC CL A 98978V103   1,987,804 13,564 SH   SOLE   13,564 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   96,567,527 3,207,158 SH   SOLE   3,207,158 0 0