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 9,367 716,670 SH   SOLE   716,670 0 0
908 DEVICES INC COM 65443P102 36,477 1,410,000 SH   SOLE   1,410,000 0 0
ADC THERAPEUTICS SA SHS H0036K147 39,895 1,975,000 SH   SOLE   1,975,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 7,906 58,078 SH   SOLE   58,078 0 0
AES CORP UNIT 99/99/9999 00130H204 11,866 123,600 SH   SOLE   123,600 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 60,076 376,300 SH   SOLE   376,300 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4,749 21,300 SH   SOLE   21,300 0 0
ALGONQUIN PWR UTILS CORP UNIT 99/99/9999 015857873 6,651 140,800 SH   SOLE   140,800 0 0
ALLAKOS INC COM 01671P100 882 90,084 SH   SOLE   90,084 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 6,440 34,100 SH   SOLE   34,100 0 0
ANNEXON INC COM 03589W102 32,747 2,850,000 SH   SOLE   2,850,000 0 0
APTIV PLC SHS G6095L109 88,578 537,000 SH   SOLE   537,000 0 0
APTIV PLC 5.5% CNV PFD A ADDED G6095L117 16,098 87,500 SH   SOLE   87,500 0 0
ARGENX SE SPONSORED ADR 04016X101 144,453 412,500 SH   SOLE   412,500 0 0
ARTERIS INC COM ADDED 04302A104 3,805 180,259 SH   SOLE   180,259 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 235,246 1,748,648 SH   SOLE   1,748,648 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 122,844 154,300 SH   SOLE   154,300 0 0
AZENTA INC COM 114340102 6,589 63,900 SH   SOLE   63,900 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 76,907 1,263,471 SH   SOLE   1,263,471 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 225,319 1,635,000 SH   SOLE   1,635,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 42,394 395,800 SH   SOLE   395,800 0 0
BOLT BIOTHERAPEUTICS INC COM 097702104 7,103 1,449,494 SH   SOLE   1,449,494 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 28,544 775,019 SH   SOLE   775,019 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 44,236 1,236,000 SH   SOLE   1,236,000 0 0
CARDIFF ONCOLOGY INC COM 14147L108 10,039 1,670,399 SH   SOLE   1,670,399 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 47,871 1,238,900 SH   SOLE   1,238,900 0 0
CHEMOCENTRYX INC COM 16383L106 37,866 1,040,000 SH   SOLE   1,040,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,684 65,900 SH   SOLE   65,900 0 0
CIENA CORP COM NEW 171779309 23,861 310,000 SH   SOLE   310,000 0 0
CINTAS CORP COM 172908105 128,342 289,600 SH   SOLE   289,600 0 0
CLEARWAY ENERGY INC CL C 18539C204 53,440 1,483,200 SH   SOLE   1,483,200 0 0
COGENT BIOSCIENCES INC COM 19240Q201 30,158 3,514,909 SH   SOLE   3,514,909 0 0
COGNEX CORP COM 192422103 27,916 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 49,121 2,629,593 SH   SOLE   2,629,593 0 0
COMPASS INC CL A 20464U100 10,098 1,110,899 SH   SOLE   1,110,899 0 0
COURSERA INC COM 22266M104 42,482 1,738,228 SH   SOLE   1,738,228 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 125,942 615,100 SH   SOLE   615,100 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 69,552 333,200 SH   SOLE   333,200 0 0
CULLINAN ONCOLOGY INC COM 230031106 21,665 1,440,145 SH   SOLE   1,440,145 0 0
D R HORTON INC COM 23331A109 116,215 1,071,600 SH   SOLE   1,071,600 0 0
DATADOG INC CL A COM 23804L103 87,096 489,000 SH   SOLE   489,000 0 0
DESIGN THERAPEUTICS INC COM 25056L103 8,564 400,000 SH   SOLE   400,000 0 0
DICE THERAPEUTICS INC COM 23345J104 45,761 1,871,612 SH   SOLE   1,871,612 0 0
DLOCAL LTD CLASS A COM G29018101 156,655 4,389,312 SH   SOLE   4,389,312 0 0
DUOLINGO INC CL A COM 26603R106 27,323 257,500 SH   SOLE   257,500 0 0
DYNATRACE INC COM NEW 268150109 165,458 2,741,641 SH   SOLE   2,741,641 0 0
EASTGROUP PPTYS INC COM 277276101 6,881 30,200 SH   SOLE   30,200 0 0
ELEMENT SOLUTIONS INC COM 28618M106 22,670 933,700 SH   SOLE   933,700 0 0
ENPHASE ENERGY INC COM 29355A107 12,166 66,500 SH   SOLE   66,500 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 1,293 590,602 SH   SOLE   590,602 0 0
ENTEGRIS INC COM 29362U104 99,708 719,500 SH   SOLE   719,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 20,004 228,200 SH   SOLE   228,200 0 0
ESSA PHARMA INC COM NEW 29668H708 47,125 3,318,647 SH   SOLE   3,318,647 0 0
EXACT SCIENCES CORP COM 30063P105 115,967 1,490,000 SH   SOLE   1,490,000 0 0
EXACT SCIENCES CORP NOTE 0.375% 3/0 30063PAC9 3,703 3,815,000 PRN   SOLE   3,815,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 19,598 94,900 SH   SOLE   94,900 0 0
FIVE9 INC COM 338307101 200,899 1,463,000 SH   SOLE   1,463,000 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 6,746 3,485,656 SH   SOLE   3,485,656 0 0
GARMIN LTD SHS H2906T109 8,306 61,000 SH   SOLE   61,000 0 0
GENERAC HLDGS INC COM 368736104 129,542 368,100 SH   SOLE   368,100 0 0
GLOBAL E ONLINE LTD SHS M5216V106 135,647 2,139,886 SH   SOLE   2,139,886 0 0
GUARDANT HEALTH INC COM 40131M109 88,628 886,100 SH   SOLE   886,100 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5 2,948 2,900,000 PRN   SOLE   2,900,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 19,983 220,000 SH   SOLE   220,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 56,902 1,071,200 SH   SOLE   1,071,200 0 0
HUBSPOT INC COM 443573100 158,613 240,633 SH   SOLE   240,633 0 0
IDEX CORP COM 45167R104 13,801 58,400 SH   SOLE   58,400 0 0
IDEXX LABS INC COM 45168D104 185,488 281,700 SH   SOLE   281,700 0 0
IMMUNOGEN INC COM 45253H101 7,420 1,000,000 SH   SOLE   1,000,000 0 0
IMMUNOVANT INC COM 45258J102 42,174 4,950,000 SH   SOLE   4,950,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 5,334 327,444 SH   SOLE   327,444 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 26,948 75,000 SH   SOLE   75,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 1,837 138,821 SH   SOLE   138,821 0 0
KARUNA THERAPEUTICS INC COM 48576A100 97,988 748,000 SH   SOLE   748,000 0 0
KB HOME COM 48666K109 6,338 141,700 SH   SOLE   141,700 0 0
KLA CORP COM NEW 482480100 24,528 57,028 SH   SOLE   57,028 0 0
KNOWBE4 INC CL A 49926T104 66,205 2,886,000 SH   SOLE   2,886,000 0 0
KURA ONCOLOGY INC COM 50127T109 19,055 1,361,044 SH   SOLE   1,361,044 0 0
LAM RESEARCH CORP COM 512807108 129,696 180,346 SH   SOLE   180,346 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 36,353 471,744 SH   SOLE   471,744 0 0
LIVE OAK BANCSHARES INC COM 53803X105 23,230 266,128 SH   SOLE   266,128 0 0
LOWES COS INC COM 548661107 132,109 511,100 SH   SOLE   511,100 0 0
MAGNA INTL INC COM 559222401 61,871 764,400 SH   SOLE   764,400 0 0
MEDIAALPHA INC CL A 58450V104 16,957 1,098,246 SH   SOLE   1,098,246 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 214,697 126,500 SH   SOLE   126,500 0 0
MIRATI THERAPEUTICS INC COM 60468T105 42,779 291,626 SH   SOLE   291,626 0 0
MONGODB INC CL A 60937P106 47,300 89,355 SH   SOLE   89,355 0 0
MONOLITHIC PWR SYS INC COM 609839105 42,011 85,157 SH   SOLE   85,157 0 0
NASDAQ INC COM 631103108 22,261 106,000 SH   SOLE   106,000 0 0
NCINO INC COM 63947U107 37,744 688,000 SH   SOLE   688,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 20,015 235,000 SH   SOLE   235,000 0 0
NEXTERA ENERGY INC COM 65339F101 4,472 47,900 SH   SOLE   47,900 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 140,492 1,664,600 SH   SOLE   1,664,600 0 0
NOVANTA INC COM 67000B104 49,372 280,000 SH   SOLE   280,000 0 0
NURIX THERAPEUTICS INC COM 67080M103 54,137 1,870,000 SH   SOLE   1,870,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 31,624 832,200 SH   SOLE   832,200 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 159,551 445,200 SH   SOLE   445,200 0 0
OUTSET MED INC COM 690145107 3,180 69,000 SH   SOLE   69,000 0 0
PALO ALTO NETWORKS INC COM 697435105 84,620 151,987 SH   SOLE   151,987 0 0
PALO ALTO NETWORKS INC NOTE 0.750% 7/0 697435AD7 14,293 6,810,000 PRN   SOLE   6,810,000 0 0
PENTAIR PLC SHS G7S00T104 23,866 326,800 SH   SOLE   326,800 0 0
PHARVARIS N V COM N69605108 3,875 244,925 SH   SOLE   244,925 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 6,614 336,223 SH   SOLE   336,223 0 0
PLANET LABS PBC COM CL A ADDED 72703X106 953 155,000 SH   SOLE   155,000 0 0
PLIANT THERAPEUTICS INC COM 729139105 574 42,499 SH   SOLE   42,499 0 0
POOL CORP COM 73278L105 139,859 247,100 SH   SOLE   247,100 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108 75,069 3,810,599 SH   SOLE   3,810,599 0 0
PROLOGIS INC. COM 74340W103 27,039 160,600 SH   SOLE   160,600 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108 145,120 3,742,507 SH   SOLE   3,742,507 0 0
REPLIGEN CORP COM 759916109 31,516 119,000 SH   SOLE   119,000 0 0
REXFORD INDL RLTY INC COM 76169C100 23,958 295,374 SH   SOLE   295,374 0 0
ROIVANT SCIENCES LTD SHS ADDED G76279101 6,703 700,000 SH   SOLE   700,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 153,657 312,400 SH   SOLE   312,400 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,135 13,200 SH   SOLE   13,200 0 0
SHERWIN WILLIAMS CO COM 824348106 6,515 18,500 SH   SOLE   18,500 0 0
SHIFT4 PMTS INC CL A 82452J109 5,156 89,000 SH   SOLE   89,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 44,880 1,846,900 SH   SOLE   1,846,900 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 15,769 48,750 SH   SOLE   48,750 0 0
SILICON LABORATORIES INC COM 826919102 3,950 19,137 SH   SOLE   19,137 0 0
SMARTSHEET INC COM CL A 83200N103 52,511 678,000 SH   SOLE   678,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 90,322 995,943 SH   SOLE   995,943 0 0
STERIS PLC SHS USD G8473T100 23,851 97,985 SH   SOLE   97,985 0 0
SUTRO BIOPHARMA INC COM 869367102 40,310 2,708,975 SH   SOLE   2,708,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 25,502 1,165,000 SH   SOLE   1,165,000 0 0
SYNOPSYS INC COM 871607107 16,861 45,757 SH   SOLE   45,757 0 0
SYNOVUS FINL CORP COM NEW 87161C501 18,382 384,000 SH   SOLE   384,000 0 0
SYSCO CORP COM 871829107 10,321 131,398 SH   SOLE   131,398 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 49,327 410,000 SH   SOLE   410,000 0 0
TALARIS THERAPEUTICS INC COM 87410C104 23,869 1,561,092 SH   SOLE   1,561,092 0 0
THE TRADE DESK INC COM CL A 88339J105 200,646 2,189,500 SH   SOLE   2,189,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 148,128 733,200 SH   SOLE   733,200 0 0
TREX CO INC COM 89531P105 133,680 990,000 SH   SOLE   990,000 0 0
VECTIVBIO HLDG AG ORD SHS H9060V101 11,186 2,339,044 SH   SOLE   2,339,044 0 0
VERACYTE INC COM 92337F107 26,821 651,000 SH   SOLE   651,000 0 0
VERISK ANALYTICS INC COM 92345Y106 48,719 213,000 SH   SOLE   213,000 0 0
VITAL FARMS INC COM 92847W103 53,277 2,950,000 SH   SOLE   2,950,000 0 0
WASTE CONNECTIONS INC COM 94106B101 109,561 804,000 SH   SOLE   804,000 0 0
WAYFAIR INC CL A 94419L101 63,541 334,477 SH   SOLE   334,477 0 0
WILLIAMS COS INC COM 969457100 7,523 288,900 SH   SOLE   288,900 0 0
XENCOR INC COM 98401F105 20,301 506,000 SH   SOLE   506,000 0 0
XOMETRY INC CLASS A COM 98423F109 48,894 954,030 SH   SOLE   954,030 0 0
XPO LOGISTICS INC COM 983793100 17,035 220,000 SH   SOLE   220,000 0 0
YETI HLDGS INC COM 98585X104 66,504 802,900 SH   SOLE   802,900 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 44,468 529,000 SH   SOLE   529,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 133,279 2,076,000 SH   SOLE   2,076,000 0 0
ZYMEWORKS INC COM 98985W102 46,206 2,819,135 SH   SOLE   2,819,135 0 0