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 11,460 575,000 SH   SOLE   575,000 0 0
ACCELERON PHARMA INC COM 00434H108 13,614 142,900 SH   SOLE   142,900 0 0
ADC THERAPEUTICS SA SHS ADDED H0036K147 7,021 150,000 SH   SOLE   150,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,779 65,400 SH   SOLE   65,400 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 53,357 3,193,117 SH   SOLE   3,193,117 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 5,387 33,200 SH   SOLE   33,200 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 1,918 148,200 SH   SOLE   148,200 0 0
ALLAKOS INC COM 01671P100 11,498 160,000 SH   SOLE   160,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,229 25,100 SH   SOLE   25,100 0 0
APTIV PLC SHS G6095L109 41,843 537,000 SH   SOLE   537,000 0 0
ARGENX SE SPONSORED ADR 04016X101 59,461 264,000 SH   SOLE   264,000 0 0
ARVINAS INC COM 04335A105 7,714 230,000 SH   SOLE   230,000 0 0
ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 12,592 800,000 SH   SOLE   800,000 0 0
ARYA SCIENCES ACQUISITION CO *W EXP 10/10/202 G3165V125 2,140 400,000 SH   SOLE   400,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 252,887 1,709,848 SH   SOLE   1,709,848 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 63,301 172,000 SH   SOLE   172,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 21,418 736,000 SH   SOLE   736,000 0 0
AVROBIO INC COM 05455M100 33,248 1,905,307 SH   SOLE   1,905,307 0 0
BELLRING BRANDS INC COM CL A 079823100 558 28,000 SH   SOLE   28,000 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 15,877 1,543,000 SH   SOLE   1,543,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 130,411 1,783,761 SH   SOLE   1,783,761 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 36,036 462,000 SH   SOLE   462,000 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 43,886 916,200 SH   SOLE   916,200 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 6,023 463,335 SH   SOLE   463,335 0 0
CHEMOCENTRYX INC COM 16383L106 10,069 175,000 SH   SOLE   175,000 0 0
CHIASMA INC COM 16706W102 5,186 964,000 SH   SOLE   964,000 0 0
CIENA CORP COM NEW 171779309 14,461 267,000 SH   SOLE   267,000 0 0
CMS ENERGY CORP COM 125896100 3,102 53,100 SH   SOLE   53,100 0 0
COGNEX CORP COM 192422103 21,439 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 42,490 2,427,976 SH   SOLE   2,427,976 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 23,599 1,347,000 SH   SOLE   1,347,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 98,986 987,000 SH   SOLE   987,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 44,080 263,400 SH   SOLE   263,400 0 0
D R HORTON INC COM 23331A109 40,490 730,200 SH   SOLE   730,200 0 0
DATADOG INC CL A COM 23804L103 28,607 329,000 SH   SOLE   329,000 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 14,512 243,000 SH   SOLE   243,000 0 0
DYNATRACE INC COM 268150109 75,090 1,849,500 SH   SOLE   1,849,500 0 0
EIDOS THERAPEUTICS INC COM 28249H104 10,154 213,000 SH   SOLE   213,000 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 2,473 879,541 SH   SOLE   879,541 0 0
ENTEGRIS INC COM 29362U104 844 14,300 SH   SOLE   14,300 0 0
EQUINIX INC COM 29444U700 3,722 5,300 SH   SOLE   5,300 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 306 4,900 SH   SOLE   4,900 0 0
ESSA PHARMA INC COM NEW 29668H708 11,840 2,010,169 SH   SOLE   2,010,169 0 0
EXACT SCIENCES CORP COM 30063P105 151,276 1,740,000 SH   SOLE   1,740,000 0 0
EXACT SCIENCES CORP NOTE 1.000% 1/1 30063PAA3 3,303 2,411,000 PRN   SOLE   2,411,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 9,352 1,120,000 SH   SOLE   1,120,000 0 0
FIRST HORIZON NATL CORP COM 320517105 3,229 324,200 SH   SOLE   324,200 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,413 32,200 SH   SOLE   32,200 0 0
FIVE9 INC COM 338307101 127,381 1,151,000 SH   SOLE   1,151,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106 29,402 398,299 SH   SOLE   398,299 0 0
GALAPAGOS NV SPON ADR 36315X101 10,062 51,000 SH   SOLE   51,000 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 33,775 535,000 SH   SOLE   535,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 53,506 436,000 SH   SOLE   436,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 23,881 839,100 SH   SOLE   839,100 0 0
HENRY JACK & ASSOC INC COM 426281101 4,472 24,300 SH   SOLE   24,300 0 0
HUBSPOT INC COM 443573100 52,049 232,000 SH   SOLE   232,000 0 0
IDEX CORP COM 45167R104 1,169 7,400 SH   SOLE   7,400 0 0
IDEXX LABS INC COM 45168D104 58,108 176,000 SH   SOLE   176,000 0 0
IMMUNOVANT INC COM 45258J102 15,242 625,950 SH   SOLE   625,950 0 0
INPHI CORP COM 45772F107 52,875 450,000 SH   SOLE   450,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 14,246 25,000 SH   SOLE   25,000 0 0
ISHARES TR EXPANDED TECH 464287515 137,700 600,000 SH Put SOLE   600,000 0 0
ITT INC COM 45073V108 3,654 62,200 SH   SOLE   62,200 0 0
KALA PHARMACEUTICALS INC COM 483119103 36,259 3,450,000 SH   SOLE   3,450,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 20,328 1,680,000 SH   SOLE   1,680,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 100,434 901,077 SH   SOLE   901,077 0 0
KLA CORP COM NEW 482480100 2,606 13,400 SH   SOLE   13,400 0 0
LAM RESEARCH CORP COM 512807108 65,015 201,000 SH   SOLE   201,000 0 0
LAMB WESTON HLDGS INC COM 513272104 13,336 208,600 SH   SOLE   208,600 0 0
LENNOX INTL INC COM 526107107 59,412 255,000 SH   SOLE   255,000 0 0
LOWES COS INC COM 548661107 81,058 599,900 SH   SOLE   599,900 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 17,721 2,359,646 SH   SOLE   2,359,646 0 0
MAGNA INTL INC COM 559222401 32,716 734,700 SH   SOLE   734,700 0 0
MCCORMICK & CO INC COM NON VTG 579780206 10,765 60,000 SH   SOLE   60,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 73,305 91,000 SH   SOLE   91,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 34,365 301,000 SH   SOLE   301,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 40,323 1,212,000 SH   SOLE   1,212,000 0 0
MONGODB INC CL A 60937P106 19,465 86,000 SH   SOLE   86,000 0 0
MSCI INC COM 55354G100 1,202 3,600 SH   SOLE   3,600 0 0
MYOKARDIA INC COM 62857M105 60,001 621,000 SH   SOLE   621,000 0 0
NASDAQ INC COM 631103108 920 7,700 SH   SOLE   7,700 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 43,652 357,800 SH   SOLE   357,800 0 0
NEUROCRINE BIOSCIENCES INC NOTE 2.250% 5/1 64125CAD1 1,818 1,087,000 PRN   SOLE   1,087,000 0 0
NEXTERA ENERGY INC COM 65339F101 4,587 19,100 SH   SOLE   19,100 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 64,515 1,258,100 SH   SOLE   1,258,100 0 0
NOVANTA INC COM 67000B104 29,896 280,000 SH   SOLE   280,000 0 0
OKTA INC CL A 679295105 21,625 108,000 SH   SOLE   108,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 52,607 310,200 SH   SOLE   310,200 0 0
PALO ALTO NETWORKS INC COM 697435105 32,576 141,837 SH   SOLE   141,837 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 14,809 450,000 SH   SOLE   450,000 0 0
PLIANT THERAPEUTICS INC COM ADDED 729139105 88,412 2,838,125 SH   SOLE   2,838,125 0 0
POOL CORPORATION COM 73278L105 67,750 249,200 SH   SOLE   249,200 0 0
PROLOGIS INC. COM 74340W103 4,722 50,600 SH   SOLE   50,600 0 0
REGENERON PHARMACEUTICALS COM 75886F107 19,271 30,900 SH   SOLE   30,900 0 0
REPLIGEN CORP COM 759916109 14,710 119,000 SH   SOLE   119,000 0 0
RINGCENTRAL INC CL A 76680R206 44,177 155,000 SH   SOLE   155,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 32,442 1,550,000 SH   SOLE   1,550,000 0 0
ROLLINS INC COM 775711104 27,087 639,000 SH   SOLE   639,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 90,232 232,400 SH   SOLE   232,400 0 0
SAREPTA THERAPEUTICS INC COM 803607100 159,699 996,000 SH   SOLE   996,000 0 0
SAREPTA THERAPEUTICS INC DBCV 1.500%11/1 803607AB6 882 384,000 PRN   SOLE   384,000 0 0
SATSUMA PHARMACEUTICALS INC COM 80405P107 28,282 983,382 SH   SOLE   983,382 0 0
SEATTLE GENETICS INC COM 812578102 17,417 102,500 SH   SOLE   102,500 0 0
SHERWIN WILLIAMS CO COM 824348106 2,831 4,900 SH   SOLE   4,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 18,949 148,200 SH   SOLE   148,200 0 0
SMARTSHEET INC COM CL A 83200N103 56,674 1,113,000 SH   SOLE   1,113,000 0 0
SPLUNK INC COM 848637104 75,506 380,000 SH   SOLE   380,000 0 0
STERIS PLC SHS USD G8473T100 2,946 19,200 SH   SOLE   19,200 0 0
SUTRO BIOPHARMA INC COM 869367102 15,411 1,985,975 SH   SOLE   1,985,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 7,299 492,500 SH   SOLE   492,500 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 2,742 93,200 SH   SOLE   93,200 0 0
TERADYNE INC COM 880770102 3,769 44,600 SH   SOLE   44,600 0 0
THE TRADE DESK INC COM CL A 88339J105 121,950 300,000 SH   SOLE   300,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 41,999 472,000 SH   SOLE   472,000 0 0
TREX CO INC COM 89531P105 48,646 374,000 SH   SOLE   374,000 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 20,605 2,547,000 SH   SOLE   2,547,000 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 24,738 383,000 SH   SOLE   383,000 0 0
TWILIO INC CL A 90138F102 84,696 386,000 SH   SOLE   386,000 0 0
UNIQURE NV SHS N90064101 22,530 500,000 SH   SOLE   500,000 0 0
VERACYTE INC COM 92337F107 24,087 930,000 SH   SOLE   930,000 0 0
VERISK ANALYTICS INC COM 92345Y106 37,359 219,500 SH   SOLE   219,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 13,209 45,500 SH   SOLE   45,500 0 0
VULCAN MATLS CO COM 929160109 46,155 398,400 SH   SOLE   398,400 0 0
WASTE CONNECTIONS INC COM 94106B101 75,407 804,000 SH   SOLE   804,000 0 0
WASTE MGMT INC DEL COM 94106L109 3,792 35,800 SH   SOLE   35,800 0 0
WAYFAIR INC CL A 94419L101 113,231 573,000 SH   SOLE   573,000 0 0
WEC ENERGY GROUP INC COM 92939U106 2,708 30,900 SH   SOLE   30,900 0 0
XENCOR INC COM 98401F105 9,717 300,000 SH   SOLE   300,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 15,977 1,274,100 SH   SOLE   1,274,100 0 0
XPO LOGISTICS INC COM 983793100 16,995 220,000 SH   SOLE   220,000 0 0
ZENTALIS PHARMACEUTICALS INC COM ADDED 98943L107 42,496 914,705 SH   SOLE   914,705 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,530 21,200 SH   SOLE   21,200 0 0
ZOETIS INC CL A 98978V103 1,946 14,200 SH   SOLE   14,200 0 0
ZOGENIX INC COM NEW 98978L204 32,717 1,211,300 SH   SOLE   1,211,300 0 0