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
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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
89BIO INC COM 282559103   12,167,283 642,073 SH   SOLE   642,073 0 0
908 DEVICES INC COM 65443P102   9,816,626 1,430,995 SH   SOLE   1,430,995 0 0
AKERO THERAPEUTICS INC COM 00973Y108   17,701,113 379,120 SH   SOLE   379,120 0 0
ALIGN TECHNOLOGY INC COM 016255101   416,588 1,178 SH   SOLE   1,178 0 0
ALKERMES PLC SHS G01767105   17,597,893 562,233 SH   SOLE   562,233 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   24,090,174 1,116,837 SH   SOLE   1,116,837 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   36,179,545 397,141 SH   SOLE   397,141 0 0
APTIV PLC SHS G6095L109   82,523,727 808,343 SH   SOLE   808,343 0 0
ARCUS BIOSCIENCES INC COM 03969F109   4,874,400 240,000 SH   SOLE   240,000 0 0
ARGENX SE SPONSORED ADR 04016X101   128,250,789 329,076 SH   SOLE   329,076 0 0
ARTERIS INC COM 04302A104   2,719,639 398,774 SH   SOLE   398,774 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   51,357,395 575,432 SH   SOLE   575,432 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   50,216,478 69,288 SH   SOLE   69,288 0 0
AURA BIOSCIENCES INC COM 05153U107   36,253,660 2,935,519 SH   SOLE   2,935,519 0 0
BEAM THERAPEUTICS INC COM 07373V105   14,662,352 459,203 SH   SOLE   459,203 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   13,868,800 1,970,000 SH   SOLE   1,970,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   14,241,437 164,299 SH   SOLE   164,299 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   27,713,200 438,500 SH   SOLE   438,500 0 0
BRIDGEBIO PHARMA INC COM 10806X102   16,188,227 941,176 SH   SOLE   941,176 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   24,454,824 775,851 SH   SOLE   775,851 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   36,449,640 1,236,000 SH   SOLE   1,236,000 0 0
BRUKER CORP COM 116794108   16,321,758 220,803 SH   SOLE   220,803 0 0
CDW CORP COM 12514G108   31,157,382 169,795 SH   SOLE   169,795 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   46,746,718 1,377,740 SH   SOLE   1,377,740 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   15,577,100 490,000 SH   SOLE   490,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   45,889,765 301,193 SH   SOLE   301,193 0 0
CHINOOK THERAPEUTICS INC COM 16961L106   74,035,340 1,927,000 SH   SOLE   1,927,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   22,030,784 771,386 SH   SOLE   771,386 0 0
CMS ENERGY CORP COM 125896100   18,877,197 321,314 SH   SOLE   321,314 0 0
COGENT BIOSCIENCES INC COM 19240Q201   40,739,025 3,440,796 SH   SOLE   3,440,796 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   56,545,713 2,631,257 SH   SOLE   2,631,257 0 0
COMPASS INC CL A 20464U100   451,076 128,879 SH   SOLE   128,879 0 0
COURSERA INC COM 22266M104   44,295,277 3,402,095 SH   SOLE   3,402,095 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   7,834,519 434,768 SH   SOLE   434,768 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   73,043,445 497,334 SH   SOLE   497,334 0 0
CYTOKINETICS INC COM NEW 23282W605   18,136,720 556,000 SH   SOLE   556,000 0 0
D R HORTON INC COM 23331A109   83,754,968 688,265 SH   SOLE   688,265 0 0
DATADOG INC CL A COM 23804L103   48,783,986 495,873 SH   SOLE   495,873 0 0
DENALI THERAPEUTICS INC COM 24823R105   9,248,641 313,407 SH   SOLE   313,407 0 0
DIAMONDBACK ENERGY INC COM 25278X109   14,942,594 113,753 SH   SOLE   113,753 0 0
DLOCAL LTD CLASS A COM G29018101   69,563,703 5,699,607 SH   SOLE   5,699,607 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   73,357,856 1,884,837 SH   SOLE   1,884,837 0 0
DOXIMITY INC CL A 26622P107   132,461,395 3,893,633 SH   SOLE   3,893,633 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   13,257,031 1,026,086 SH   SOLE   1,026,086 0 0
EASTGROUP PPTYS INC COM 277276101   5,773,068 33,255 SH   SOLE   33,255 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   481,838 5,108 SH   SOLE   5,108 0 0
ELEMENT SOLUTIONS INC COM 28618M106   11,493,274 598,608 SH   SOLE   598,608 0 0
ENCOMPASS HEALTH CORP COM 29261A100   12,863,478 189,979 SH   SOLE   189,979 0 0
ENTEGRIS INC COM 29362U104   56,260,654 507,676 SH   SOLE   507,676 0 0
EQUINIX INC COM 29444U700   7,466,245 9,524 SH   SOLE   9,524 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   16,504,238 246,737 SH   SOLE   246,737 0 0
EVOLENT HEALTH INC CL A 30050B101   79,935,762 2,638,144 SH   SOLE   2,638,144 0 0
EXACT SCIENCES CORP COM 30063P105   175,378,344 1,867,714 SH   SOLE   1,867,714 0 0
FIVE9 INC COM 338307101   57,171,490 693,408 SH   SOLE   693,408 0 0
FLYWIRE CORPORATION COM VTG 302492103   126,293,255 4,068,726 SH   SOLE   4,068,726 0 0
GALLAGHER ARTHUR J & CO COM 363576109   21,429,812 97,599 SH   SOLE   97,599 0 0
GLOBAL E ONLINE LTD SHS M5216V106   100,849,099 2,463,339 SH   SOLE   2,463,339 0 0
GUARDANT HEALTH INC COM 40131M109   143,507,952 4,008,602 SH   SOLE   4,008,602 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   13,830,577 220,162 SH   SOLE   220,162 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   34,470,000 1,378,800 SH   SOLE   1,378,800 0 0
HASHICORP INC COM CL A 418100103   19,612,014 749,122 SH   SOLE   749,122 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   70,936,467 689,708 SH   SOLE   689,708 0 0
HUBSPOT INC COM 443573100   94,929,645 178,409 SH   SOLE   178,409 0 0
IDEX CORP COM 45167R104   13,164,010 61,154 SH   SOLE   61,154 0 0
IDEXX LABS INC COM 45168D104   120,844,071 240,615 SH   SOLE   240,615 0 0
IMMUNOGEN INC COM 45253H101   24,531,000 1,300,000 SH   SOLE   1,300,000 0 0
INARI MED INC COM 45332Y109   29,820,820 512,914 SH   SOLE   512,914 0 0
INSMED INC COM PAR $.01 457669307   19,245,373 912,103 SH   SOLE   912,103 0 0
INSPIRE MED SYS INC COM 457730109   35,132,541 108,220 SH   SOLE   108,220 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   20,113,593 493,222 SH   SOLE   493,222 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   25,665,333 75,058 SH   SOLE   75,058 0 0
IONIS PHARMACEUTICALS INC COM 462222100   4,513,300 110,000 SH   SOLE   110,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   24,946,563 239,135 SH   SOLE   239,135 0 0
KARUNA THERAPEUTICS INC COM 48576A100   73,722,061 339,968 SH   SOLE   339,968 0 0
KEROS THERAPEUTICS INC COM 492327101   23,304,400 580,000 SH   SOLE   580,000 0 0
KLA CORP COM NEW 482480100   29,442,654 60,704 SH   SOLE   60,704 0 0
LAM RESEARCH CORP COM 512807108   75,451,192 117,368 SH   SOLE   117,368 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   41,112,292 427,941 SH   SOLE   427,941 0 0
LITHIA MTRS INC COM 536797103   74,287,991 244,280 SH   SOLE   244,280 0 0
LOWES COS INC COM 548661107   101,222,613 448,483 SH   SOLE   448,483 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   34,460,919 3,173,197 SH   SOLE   3,173,197 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   157,259,078 119,895 SH   SOLE   119,895 0 0
MIRATI THERAPEUTICS INC COM 60468T105   21,678,000 600,000 SH   SOLE   600,000 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   89,489,530 3,459,201 SH   SOLE   3,459,201 0 0
MONOLITHIC PWR SYS INC COM 609839105   52,591,931 97,351 SH   SOLE   97,351 0 0
MSCI INC COM 55354G100   14,273,455 30,415 SH   SOLE   30,415 0 0
NASDAQ INC COM 631103108   9,107,994 182,708 SH   SOLE   182,708 0 0
NERDWALLET INC COM CL A 64082B102   1,411,500 150,000 SH   SOLE   150,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   12,730,500 135,000 SH   SOLE   135,000 0 0
NEXTERA ENERGY INC COM 65339F101   234,695 3,163 SH   SOLE   3,163 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   80,755,372 1,377,138 SH   SOLE   1,377,138 0 0
NOVANTA INC COM 67000B104   23,199,730 126,017 SH   SOLE   126,017 0 0
NVENT ELECTRIC PLC SHS G6700G107   41,465,330 802,503 SH   SOLE   802,503 0 0
NVIDIA CORPORATION COM 67066G104   519,892 1,229 SH   SOLE   1,229 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   164,488,464 444,864 SH   SOLE   444,864 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   29,081,243 30,442 SH   SOLE   30,442 0 0
PALO ALTO NETWORKS INC COM 697435105   181,570,772 710,621 SH   SOLE   710,621 0 0
PENTAIR PLC SHS G7S00T104   21,331,372 330,207 SH   SOLE   330,207 0 0
POOL CORP COM 73278L105   105,581,794 281,822 SH   SOLE   281,822 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   26,110,000 1,000,000 SH   SOLE   1,000,000 0 0
PROLOGIS INC. COM 74340W103   23,594,993 192,408 SH   SOLE   192,408 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   8,838,400 320,000 SH   SOLE   320,000 0 0
PROTHENA CORP PLC SHS G72800108   30,395,183 445,155 SH   SOLE   445,155 0 0
R1 RCM INC COM 77634L105   13,573,757 735,705 SH   SOLE   735,705 0 0
RENEO PHARMACEUTICALS INC COM 75974E103   11,480,000 1,750,000 SH   SOLE   1,750,000 0 0
REPLIGEN CORP COM 759916109   16,833,740 119,000 SH   SOLE   119,000 0 0
REVOLUTION MEDICINES INC COM 76155X100   9,646,986 360,635 SH   SOLE   360,635 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   17,843,260 898,000 SH   SOLE   898,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   17,038,224 1,690,300 SH   SOLE   1,690,300 0 0
ROPER TECHNOLOGIES INC COM 776696106   113,864,018 236,822 SH   SOLE   236,822 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   31,960,931 1,039,718 SH   SOLE   1,039,718 0 0
SAREPTA THERAPEUTICS INC COM 803607100   14,045,076 122,643 SH   SOLE   122,643 0 0
SEAGEN INC COM 81181C104   25,206,679 130,971 SH   SOLE   130,971 0 0
SERVICENOW INC COM 81762P102   509,145 906 SH   SOLE   906 0 0
SHERWIN WILLIAMS CO COM 824348106   24,455,720 92,105 SH   SOLE   92,105 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   62,787,169 2,456,462 SH   SOLE   2,456,462 0 0
SHOCKWAVE MED INC COM 82489T104   69,199,652 242,457 SH   SOLE   242,457 0 0
SPROUT SOCIAL INC COM CL A 85209W109   46,287,125 1,002,754 SH   SOLE   1,002,754 0 0
STERIS PLC SHS USD G8473T100   25,118,117 111,646 SH   SOLE   111,646 0 0
SYNOPSYS INC COM 871607107   34,053,852 78,211 SH   SOLE   78,211 0 0
SYSCO CORP COM 871829107   14,196,909 191,333 SH   SOLE   191,333 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   367,349 3,640 SH   SOLE   3,640 0 0
TARGA RES CORP COM 87612G101   29,813,621 391,769 SH   SOLE   391,769 0 0
THE TRADE DESK INC COM CL A 88339J105   77,732,586 1,006,638 SH   SOLE   1,006,638 0 0
TOAST INC CL A 888787108   36,199,256 1,603,866 SH   SOLE   1,603,866 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   150,953,103 789,256 SH   SOLE   789,256 0 0
TRANSMEDICS GROUP INC COM 89377M109   5,665,374 67,461 SH   SOLE   67,461 0 0
TREX CO INC COM 89531P105   57,856,634 882,499 SH   SOLE   882,499 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   16,560,670 359,000 SH   SOLE   359,000 0 0
VERACYTE INC COM 92337F107   18,644,040 732,000 SH   SOLE   732,000 0 0
VERISK ANALYTICS INC COM 92345Y106   13,805,008 61,076 SH   SOLE   61,076 0 0
VIKING THERAPEUTICS INC COM 92686J106   12,157,500 750,000 SH   SOLE   750,000 0 0
WASTE CONNECTIONS INC COM 94106B101   115,690,401 809,420 SH   SOLE   809,420 0 0
WILLIAMS COS INC COM 969457100   29,311,757 898,307 SH   SOLE   898,307 0 0
WORKDAY INC CL A 98138H101   30,204,430 133,713 SH   SOLE   133,713 0 0
XENON PHARMACEUTICALS INC COM 98420N105   15,935,381 413,906 SH   SOLE   413,906 0 0
XOMETRY INC CLASS A COM 98423F109   67,578,814 3,190,690 SH   SOLE   3,190,690 0 0
XOMETRY INC NOTE 1.000% 2/0 98423FAB5   1,588,650 2,100,000 PRN   SOLE   2,100,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   194,022,823 6,877,803 SH   SOLE   6,877,803 0 0