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 17,321 675,000 SH   SOLE   675,000 0 0
ACCELERON PHARMA INC COM 00434H108 16,081 142,900 SH   SOLE   142,900 0 0
ADC THERAPEUTICS SA SHS H0036K147 19,150 580,483 SH   SOLE   580,483 0 0
ADVANCED MICRO DEVICES INC COM 007903107 337 4,108 SH   SOLE   4,108 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,409 73,400 SH   SOLE   73,400 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 5,936 37,100 SH   SOLE   37,100 0 0
ALLAKOS INC COM 01671P100 13,032 160,000 SH   SOLE   160,000 0 0
AMERICAN WATER WORKS CO INC COM 030420103 4,187 28,900 SH   SOLE   28,900 0 0
AMERICAN WELL CORP CL A ADDED 03044L105 3,263 110,091 SH   SOLE   110,091 0 0
ANNEXON INC COM ADDED 03589W102 52,395 1,773,111 SH   SOLE   1,773,111 0 0
APTIV PLC SHS G6095L109 49,232 537,000 SH   SOLE   537,000 0 0
ARGENX SE SPONSORED ADR 04016X101 42,003 160,000 SH   SOLE   160,000 0 0
ARVINAS INC COM 04335A105 5,430 230,000 SH   SOLE   230,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 263,864 1,709,848 SH   SOLE   1,709,848 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 63,514 172,000 SH   SOLE   172,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 21,057 736,000 SH   SOLE   736,000 0 0
AVROBIO INC COM 05455M100 24,807 1,905,307 SH   SOLE   1,905,307 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 115,962 1,783,761 SH   SOLE   1,783,761 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 42,827 462,000 SH   SOLE   462,000 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG ADDED 11284V105 16,712 285,200 SH   SOLE   285,200 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 46,628 887,300 SH   SOLE   887,300 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 7,507 506,179 SH   SOLE   506,179 0 0
CHEMOCENTRYX INC COM 16383L106 16,276 297,000 SH   SOLE   297,000 0 0
CHIASMA INC COM 16706W102 12,901 3,000,326 SH   SOLE   3,000,326 0 0
CIENA CORP COM NEW 171779309 10,597 267,000 SH   SOLE   267,000 0 0
CINTAS CORP COM 172908105 44,266 133,000 SH   SOLE   133,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 4,047 150,100 SH   SOLE   150,100 0 0
COGNEX CORP COM 192422103 23,371 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 50,550 2,427,976 SH   SOLE   2,427,976 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 21,107 1,347,000 SH   SOLE   1,347,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 136,583 994,635 SH   SOLE   994,635 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 45,171 271,300 SH   SOLE   271,300 0 0
D R HORTON INC COM 23331A109 54,423 719,600 SH   SOLE   719,600 0 0
DATADOG INC CL A COM 23804L103 34,258 335,335 SH   SOLE   335,335 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 12,466 243,000 SH   SOLE   243,000 0 0
DOCUSIGN INC COM 256163106 630 2,925 SH   SOLE   2,925 0 0
DOMINOS PIZZA INC COM 25754A201 1,999 4,700 SH   SOLE   4,700 0 0
DYNATRACE INC COM NEW 268150109 108,500 2,645,050 SH   SOLE   2,645,050 0 0
ECOLAB INC COM 278865100 45,963 230,000 SH   SOLE   230,000 0 0
EIDOS THERAPEUTICS INC COM 28249H104 16,039 317,417 SH   SOLE   317,417 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 1,705 879,541 SH   SOLE   879,541 0 0
ENTEGRIS INC COM 29362U104 4,391 59,061 SH   SOLE   59,061 0 0
EQUINIX INC COM 29444U700 3,573 4,700 SH   SOLE   4,700 0 0
ESSA PHARMA INC COM NEW 29668H708 15,307 2,335,169 SH   SOLE   2,335,169 0 0
EXACT SCIENCES CORP COM 30063P105 177,393 1,740,000 SH   SOLE   1,740,000 0 0
EXACT SCIENCES CORP NOTE 1.000% 1/1 30063PAA3 3,743 2,411,000 PRN   SOLE   2,411,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 6,787 1,120,000 SH   SOLE   1,120,000 0 0
FIRST HORIZON NATL CORP COM 320517105 2,054 217,800 SH   SOLE   217,800 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,275 39,200 SH   SOLE   39,200 0 0
FIVE9 INC COM 338307101 150,304 1,159,035 SH   SOLE   1,159,035 0 0
FIVERR INTL LTD ORD SHS M4R82T106 71,838 516,893 SH   SOLE   516,893 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS ADDED 35655L107 35,620 2,343,304 SH   SOLE   2,343,304 0 0
GALAPAGOS NV SPON ADR 36315X101 7,237 51,000 SH   SOLE   51,000 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 29,500 535,000 SH   SOLE   535,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 42,445 436,000 SH   SOLE   436,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 34,953 826,900 SH   SOLE   826,900 0 0
HENRY JACK & ASSOC INC COM 426281101 4,309 26,500 SH   SOLE   26,500 0 0
HUBSPOT INC COM 443573100 68,870 235,672 SH   SOLE   235,672 0 0
IDEX CORP COM 45167R104 2,007 11,000 SH   SOLE   11,000 0 0
IDEXX LABS INC COM 45168D104 79,015 201,000 SH   SOLE   201,000 0 0
IMMATICS N.V SHS ADDED N44445109 8,488 800,000 SH   SOLE   800,000 0 0
IMMATICS N.V *W EXP 07/01/202 ADDED N44445117 1,380 400,000 SH   SOLE   400,000 0 0
IMMUNOVANT INC COM 45258J102 32,797 932,000 SH   SOLE   932,000 0 0
INPHI CORP COM 45772F107 51,004 454,378 SH   SOLE   454,378 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 17,739 25,000 SH   SOLE   25,000 0 0
ISHARES TR EXPANDED TECH 464287515 112,500 480,000 SH Put SOLE   480,000 0 0
ITT INC COM 45073V108 5,982 101,300 SH   SOLE   101,300 0 0
JAMF HLDG CORP COM ADDED 47074L105 16,172 430,000 SH   SOLE   430,000 0 0
KALA PHARMACEUTICALS INC COM 483119103 25,875 3,450,000 SH   SOLE   3,450,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 21,151 1,680,000 SH   SOLE   1,680,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 69,671 901,077 SH   SOLE   901,077 0 0
KLA CORP COM NEW 482480100 4,335 22,374 SH   SOLE   22,374 0 0
KURA ONCOLOGY INC COM 50127T109 12,256 400,000 SH   SOLE   400,000 0 0
LAM RESEARCH CORP COM 512807108 66,949 201,806 SH   SOLE   201,806 0 0
LAMB WESTON HLDGS INC COM 513272104 13,453 203,000 SH   SOLE   203,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 700 24,169 SH   SOLE   24,169 0 0
LENNOX INTL INC COM 526107107 25,898 95,000 SH   SOLE   95,000 0 0
LOWES COS INC COM 548661107 85,302 514,300 SH   SOLE   514,300 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 16,046 2,359,646 SH   SOLE   2,359,646 0 0
MAGNA INTL INC COM 559222401 36,284 793,100 SH   SOLE   793,100 0 0
MCCORMICK & CO INC COM NON VTG 579780206 12,151 62,600 SH   SOLE   62,600 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 87,883 91,000 SH   SOLE   91,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 49,981 301,000 SH   SOLE   301,000 0 0
MONGODB INC CL A 60937P106 20,326 87,797 SH   SOLE   87,797 0 0
MONOLITHIC PWR SYS INC COM 609839105 19,845 70,975 SH   SOLE   70,975 0 0
MSCI INC COM 55354G100 1,606 4,500 SH   SOLE   4,500 0 0
MYOKARDIA INC COM 62857M105 84,661 621,000 SH   SOLE   621,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 34,637 360,200 SH   SOLE   360,200 0 0
NEUROCRINE BIOSCIENCES INC NOTE 2.250% 5/1 64125CAD1 2,963 2,139,000 PRN   SOLE   2,139,000 0 0
NEXTERA ENERGY INC COM 65339F101 5,135 18,500 SH   SOLE   18,500 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 76,455 1,275,100 SH   SOLE   1,275,100 0 0
NOVANTA INC COM 67000B104 29,758 282,492 SH   SOLE   282,492 0 0
NURIX THERAPEUTICS INC COM ADDED 67080M103 17,376 497,740 SH   SOLE   497,740 0 0
OAK STR HEALTH INC COM ADDED 67181A107 267 5,000 SH   SOLE   5,000 0 0
OKTA INC CL A 679295105 23,096 108,000 SH   SOLE   108,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 64,516 356,600 SH   SOLE   356,600 0 0
OUTSET MED INC COM ADDED 690145107 682 13,636 SH   SOLE   13,636 0 0
PALO ALTO NETWORKS INC COM 697435105 35,563 145,302 SH   SOLE   145,302 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 16,502 450,000 SH   SOLE   450,000 0 0
PLIANT THERAPEUTICS INC COM 729139105 61,693 2,838,125 SH   SOLE   2,838,125 0 0
POOL CORP COM 73278L105 83,568 249,800 SH   SOLE   249,800 0 0
PROLOGIS INC. COM 74340W103 7,697 76,500 SH   SOLE   76,500 0 0
REGENERON PHARMACEUTICALS COM 75886F107 17,297 30,900 SH   SOLE   30,900 0 0
RELAY THERAPEUTICS INC COM ADDED 75943R102 10,648 250,000 SH   SOLE   250,000 0 0
REPLIGEN CORP COM 759916109 17,557 119,000 SH   SOLE   119,000 0 0
RINGCENTRAL INC CL A 76680R206 43,759 159,349 SH   SOLE   159,349 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 35,433 1,550,000 SH   SOLE   1,550,000 0 0
ROLLINS INC COM 775711104 26,282 485,000 SH   SOLE   485,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 100,042 253,200 SH   SOLE   253,200 0 0
SAREPTA THERAPEUTICS INC COM 803607100 130,812 931,512 SH   SOLE   931,512 0 0
SEATTLE GENETICS INC COM 812578102 20,058 102,500 SH   SOLE   102,500 0 0
SHERWIN WILLIAMS CO COM 824348106 3,762 5,400 SH   SOLE   5,400 0 0
SILICON LABORATORIES INC COM 826919102 427 4,368 SH   SOLE   4,368 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 22,986 157,977 SH   SOLE   157,977 0 0
SMARTSHEET INC COM CL A 83200N103 21,597 437,000 SH   SOLE   437,000 0 0
SPLUNK INC COM 848637104 34,096 181,237 SH   SOLE   181,237 0 0
SPROUT SOCIAL INC COM CL A 85209W109 37,730 980,007 SH   SOLE   980,007 0 0
STERIS PLC SHS USD G8473T100 5,145 29,200 SH   SOLE   29,200 0 0
SUTRO BIOPHARMA INC COM 869367102 19,959 1,985,975 SH   SOLE   1,985,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 10,320 699,200 SH   SOLE   699,200 0 0
SYNOPSYS INC COM 871607107 1,977 9,238 SH   SOLE   9,238 0 0
SYSCO CORP COM 871829107 2,296 36,900 SH   SOLE   36,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,475 18,200 SH   SOLE   18,200 0 0
THE TRADE DESK INC COM CL A 88339J105 156,404 301,484 SH   SOLE   301,484 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 71,538 590,000 SH   SOLE   590,000 0 0
TREX CO INC COM 89531P105 63,151 882,000 SH   SOLE   882,000 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 45,429 3,197,008 SH   SOLE   3,197,008 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 33,459 383,000 SH   SOLE   383,000 0 0
TWILIO INC CL A 90138F102 95,870 387,997 SH   SOLE   387,997 0 0
VERACYTE INC COM 92337F107 30,216 930,000 SH   SOLE   930,000 0 0
VERISK ANALYTICS INC COM 92345Y106 61,782 333,400 SH   SOLE   333,400 0 0
VULCAN MATLS CO COM 929160109 25,346 187,000 SH   SOLE   187,000 0 0
WASTE CONNECTIONS INC COM 94106B101 83,455 804,000 SH   SOLE   804,000 0 0
WASTE MGMT INC DEL COM 94106L109 2,320 20,500 SH   SOLE   20,500 0 0
WAYFAIR INC CL A 94419L101 167,675 576,184 SH   SOLE   576,184 0 0
XENCOR INC COM 98401F105 11,637 300,000 SH   SOLE   300,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 14,104 1,274,100 SH   SOLE   1,274,100 0 0
XPO LOGISTICS INC COM 983793100 18,625 220,000 SH   SOLE   220,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 28,822 911,416 SH   SOLE   911,416 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,785 27,800 SH   SOLE   27,800 0 0
ZOETIS INC CL A 98978V103 2,911 17,600 SH   SOLE   17,600 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 44,882 1,044,018 SH   SOLE   1,044,018 0 0