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 22,276 1,137,092 SH   SOLE   1,137,092 0 0
908 DEVICES INC COM 65443P102 22,187 682,271 SH   SOLE   682,271 0 0
ADC THERAPEUTICS SA SHS H0036K147 35,634 1,311,990 SH   SOLE   1,311,990 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 6,282 58,078 SH   SOLE   58,078 0 0
AES CORP UNIT 99/99/9999 00130H204 11,915 123,600 SH   SOLE   123,600 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 50,772 322,300 SH   SOLE   322,300 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 5,121 26,800 SH   SOLE   26,800 0 0
ALGONQUIN PWR UTILS CORP UNIT 99/99/9999 015857873 6,818 140,800 SH   SOLE   140,800 0 0
ALLAKOS INC COM 01671P100 66,698 630,000 SH   SOLE   630,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 5,764 34,100 SH   SOLE   34,100 0 0
ANNEXON INC COM 03589W102 47,114 2,531,628 SH   SOLE   2,531,628 0 0
APTIV PLC SHS G6095L109 79,997 537,000 SH   SOLE   537,000 0 0
ARGENX SE SPONSORED ADR 04016X101 100,566 333,000 SH   SOLE   333,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 278,717 1,748,648 SH   SOLE   1,748,648 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 128,159 172,000 SH   SOLE   172,000 0 0
BEYOND MEAT INC COM 08862E109 16,062 152,593 SH   SOLE   152,593 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 48,389 1,163,471 SH   SOLE   1,163,471 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 184,056 1,325,000 SH   SOLE   1,325,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 36,600 356,000 SH   SOLE   356,000 0 0
BOLT BIOTHERAPEUTICS INC COM 097702104 6,755 534,000 SH   SOLE   534,000 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 35,562 916,319 SH   SOLE   916,319 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 45,621 1,236,000 SH   SOLE   1,236,000 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 18,541 1,776,000 SH   SOLE   1,776,000 0 0
CARDIFF ONCOLOGY INC COM 14147L108 11,125 1,670,399 SH   SOLE   1,670,399 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 60,901 1,128,000 SH   SOLE   1,128,000 0 0
CHEMOCENTRYX INC COM 16383L106 17,784 1,040,000 SH   SOLE   1,040,000 0 0
CIENA CORP COM NEW 171779309 16,822 327,597 SH   SOLE   327,597 0 0
CINTAS CORP COM 172908105 110,239 289,600 SH   SOLE   289,600 0 0
CLEARWAY ENERGY INC CL C 18539C204 42,457 1,402,600 SH   SOLE   1,402,600 0 0
COGNEX CORP COM 192422103 28,799 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 51,908 2,629,593 SH   SOLE   2,629,593 0 0
COMPASS INC CL A 20464U100 40,649 3,065,563 SH   SOLE   3,065,563 0 0
COURSERA INC COM 22266M104 25,320 800,000 SH   SOLE   800,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 194,974 793,285 SH   SOLE   793,285 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 56,797 327,700 SH   SOLE   327,700 0 0
CULLINAN ONCOLOGY INC COM 230031106 31,690 1,440,145 SH   SOLE   1,440,145 0 0
D R HORTON INC COM 23331A109 88,630 1,055,493 SH   SOLE   1,055,493 0 0
DATADOG INC CL A COM 23804L103 68,569 485,104 SH   SOLE   485,104 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 13,592 400,000 SH   SOLE   400,000 0 0
DESIGN THERAPEUTICS INC COM 25056L103 5,876 400,000 SH   SOLE   400,000 0 0
DICE THERAPEUTICS INC COM ADDED 23345J104 59,213 1,871,612 SH   SOLE   1,871,612 0 0
DLOCAL LTD CLASS A COM G29018101 27,555 505,047 SH   SOLE   505,047 0 0
DOCUSIGN INC COM 256163106 1,241 4,819 SH   SOLE   4,819 0 0
DYNATRACE INC COM NEW 268150109 194,309 2,737,908 SH   SOLE   2,737,908 0 0
ELEMENT SOLUTIONS INC COM 28618M106 10,146 467,966 SH   SOLE   467,966 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 1,973 590,602 SH   SOLE   590,602 0 0
ENTEGRIS INC COM 29362U104 89,389 709,999 SH   SOLE   709,999 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 15,370 196,800 SH   SOLE   196,800 0 0
ESSA PHARMA INC COM NEW 29668H708 17,449 2,181,101 SH   SOLE   2,181,101 0 0
EXACT SCIENCES CORP COM 30063P105 142,221 1,490,000 SH   SOLE   1,490,000 0 0
EXACT SCIENCES CORP NOTE 0.375% 3/0 30063PAC9 4,115 3,815,000 PRN   SOLE   3,815,000 0 0
FIRST HORIZON CORPORATION COM 320517105 6,151 377,600 SH   SOLE   377,600 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 19,018 98,600 SH   SOLE   98,600 0 0
FIVE9 INC COM 338307101 234,660 1,469,015 SH   SOLE   1,469,015 0 0
FIVE9 INC COM 338307101 19,584 108,800 SH Call SOLE   108,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106 127,321 696,962 SH   SOLE   696,962 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 11,779 3,485,656 SH   SOLE   3,485,656 0 0
GARMIN LTD SHS H2906T109 6,980 44,900 SH   SOLE   44,900 0 0
GENERAC HLDGS INC COM 368736104 129,058 315,800 SH   SOLE   315,800 0 0
GLOBAL E ONLINE LTD SHS M5216V106 34,335 478,198 SH   SOLE   478,198 0 0
GUARDANT HEALTH INC COM 40131M109 22,252 178,000 SH   SOLE   178,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK ADDED 36262G101 17,257 220,000 SH   SOLE   220,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 51,555 964,000 SH   SOLE   964,000 0 0
HENRY JACK & ASSOC INC COM 426281101 3,216 19,600 SH   SOLE   19,600 0 0
HUBSPOT INC COM 443573100 160,867 237,937 SH   SOLE   237,937 0 0
IDEX CORP COM 45167R104 9,458 45,700 SH   SOLE   45,700 0 0
IDEXX LABS INC COM 45168D104 175,189 281,700 SH   SOLE   281,700 0 0
IMMUNOVANT INC COM 45258J102 43,016 4,950,000 SH   SOLE   4,950,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 24,854 25,000 SH   SOLE   25,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 11,616 665,681 SH   SOLE   665,681 0 0
KARUNA THERAPEUTICS INC COM 48576A100 91,503 748,000 SH   SOLE   748,000 0 0
KB HOME COM 48666K109 5,515 141,700 SH   SOLE   141,700 0 0
KLA CORP COM NEW 482480100 20,538 61,398 SH   SOLE   61,398 0 0
KURA ONCOLOGY INC COM 50127T109 25,492 1,361,044 SH   SOLE   1,361,044 0 0
LAM RESEARCH CORP COM 512807108 116,360 204,446 SH   SOLE   204,446 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 3,779 58,447 SH   SOLE   58,447 0 0
LENNOX INTL INC COM 526107107 27,946 95,000 SH   SOLE   95,000 0 0
LIVE OAK BANCSHARES INC COM 53803X105 16,475 258,913 SH   SOLE   258,913 0 0
LOWES COS INC COM 548661107 102,972 507,600 SH   SOLE   507,600 0 0
MAGNA INTL INC COM 559222401 58,687 780,000 SH   SOLE   780,000 0 0
MEDIAALPHA INC CL A 58450V104 20,515 1,098,246 SH   SOLE   1,098,246 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 174,236 126,500 SH   SOLE   126,500 0 0
MIRATI THERAPEUTICS INC COM 60468T105 22,905 129,471 SH   SOLE   129,471 0 0
MONGODB INC CL A 60937P106 42,132 89,355 SH   SOLE   89,355 0 0
MONOLITHIC PWR SYS INC COM 609839105 37,543 77,459 SH   SOLE   77,459 0 0
NASDAQ INC COM 631103108 16,619 86,100 SH   SOLE   86,100 0 0
NCINO INC COM 63947U107 47,057 662,500 SH   SOLE   662,500 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 22,539 235,000 SH   SOLE   235,000 0 0
NEXTERA ENERGY INC COM 65339F101 3,761 47,900 SH   SOLE   47,900 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 115,452 1,532,000 SH   SOLE   1,532,000 0 0
NOVANTA INC COM 67000B104 43,260 280,000 SH   SOLE   280,000 0 0
NURIX THERAPEUTICS INC COM 67080M103 35,952 1,200,000 SH   SOLE   1,200,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 24,959 772,000 SH   SOLE   772,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 127,318 445,200 SH   SOLE   445,200 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 15,159 724,972 SH   SOLE   724,972 0 0
OUTSET MED INC COM 690145107 3,184 64,410 SH   SOLE   64,410 0 0
PALO ALTO NETWORKS INC COM 697435105 72,802 151,987 SH   SOLE   151,987 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 17,935 9,855,000 PRN   SOLE   9,855,000 0 0
PENTAIR PLC SHS G7S00T104 17,373 239,200 SH   SOLE   239,200 0 0
PHARVARIS N V COM N69605108 4,225 244,925 SH   SOLE   244,925 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 19,260 600,000 SH   SOLE   600,000 0 0
PLIANT THERAPEUTICS INC COM 729139105 36,853 2,183,238 SH   SOLE   2,183,238 0 0
POOL CORP COM 73278L105 109,384 251,800 SH   SOLE   251,800 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108 70,458 3,810,599 SH   SOLE   3,810,599 0 0
PROLOGIS INC. COM 74340W103 18,375 146,500 SH   SOLE   146,500 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108 85,139 3,714,032 SH   SOLE   3,714,032 0 0
REPLIGEN CORP COM 759916109 34,390 119,000 SH   SOLE   119,000 0 0
REXFORD INDL RLTY INC COM 76169C100 10,646 187,600 SH   SOLE   187,600 0 0
RINGCENTRAL INC CL A 76680R206 32,039 147,308 SH   SOLE   147,308 0 0
ROLLINS INC COM 775711104 25,703 727,500 SH   SOLE   727,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 139,371 312,400 SH   SOLE   312,400 0 0
RPM INTL INC COM 749685103 2,190 28,200 SH   SOLE   28,200 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,868 23,800 SH   SOLE   23,800 0 0
SHERWIN WILLIAMS CO COM 824348106 7,385 26,400 SH   SOLE   26,400 0 0
SHIFT4 PMTS INC CL A 82452J109 3,846 49,614 SH   SOLE   49,614 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 53,113 1,905,060 SH   SOLE   1,905,060 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 13,696 50,300 SH   SOLE   50,300 0 0
SILICON LABORATORIES INC COM 826919102 2,682 19,137 SH   SOLE   19,137 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 24,725 150,047 SH   SOLE   150,047 0 0
SMARTSHEET INC COM CL A 83200N103 45,705 664,131 SH   SOLE   664,131 0 0
SPROUT SOCIAL INC COM CL A 85209W109 121,452 995,919 SH   SOLE   995,919 0 0
STERIS PLC SHS USD G8473T100 20,734 101,500 SH   SOLE   101,500 0 0
SUTRO BIOPHARMA INC COM 869367102 44,788 2,370,975 SH   SOLE   2,370,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 22,263 1,165,000 SH   SOLE   1,165,000 0 0
SYNOPSYS INC COM 871607107 13,700 45,757 SH   SOLE   45,757 0 0
SYNOVUS FINL CORP COM NEW 87161C501 6,355 144,800 SH   SOLE   144,800 0 0
SYSCO CORP COM 871829107 7,088 90,298 SH   SOLE   90,298 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 50,589 453,100 SH   SOLE   453,100 0 0
TALARIS THERAPEUTICS INC COM 87410C104 20,686 1,561,092 SH   SOLE   1,561,092 0 0
THE TRADE DESK INC COM CL A 88339J105 193,777 2,756,430 SH   SOLE   2,756,430 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 110,496 640,000 SH   SOLE   640,000 0 0
TRANSMEDICS GROUP INC COM 89377M109 2,560 77,364 SH   SOLE   77,364 0 0
TREX CO INC COM 89531P105 89,902 882,000 SH   SOLE   882,000 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 91,793 5,227,376 SH   SOLE   5,227,376 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 38,397 578,000 SH   SOLE   578,000 0 0
TWILIO INC CL A 90138F102 125,543 393,490 SH   SOLE   393,490 0 0
UIPATH INC CL A 90364P105 2,052 39,000 SH   SOLE   39,000 0 0
V F CORP COM 918204108 5,178 77,300 SH   SOLE   77,300 0 0
VECTIVBIO HLDG AG ORD SHS H9060V101 17,599 2,339,044 SH   SOLE   2,339,044 0 0
VERACYTE INC COM 92337F107 30,239 651,000 SH   SOLE   651,000 0 0
VERISK ANALYTICS INC COM 92345Y106 42,658 213,000 SH   SOLE   213,000 0 0
VITAL FARMS INC COM 92847W103 51,832 2,950,000 SH   SOLE   2,950,000 0 0
WASTE CONNECTIONS INC COM 94106B101 101,248 804,000 SH   SOLE   804,000 0 0
WAYFAIR INC CL A 94419L101 85,462 334,477 SH   SOLE   334,477 0 0
XENCOR INC COM 98401F105 16,526 506,000 SH   SOLE   506,000 0 0
XOMETRY INC CLASS A COM 98423F109 42,837 742,802 SH   SOLE   742,802 0 0
XPO LOGISTICS INC COM 983793100 17,508 220,000 SH   SOLE   220,000 0 0
YETI HLDGS INC COM 98585X104 59,126 690,000 SH   SOLE   690,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 35,253 529,000 SH   SOLE   529,000 0 0
ZOETIS INC CL A 98978V103 3,863 19,900 SH   SOLE   19,900 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 129,729 2,120,101 SH   SOLE   2,120,101 0 0
ZYMEWORKS INC COM 98985W102 108,296 3,729,189 SH   SOLE   3,729,189 0 0