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
908 DEVICES INC COM 65443P102 30,846 1,498,101 SH   SOLE   1,498,101 0 0
ADC THERAPEUTICS SA SHS H0036K147 14,946 1,879,959 SH   SOLE   1,879,959 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 3,607 40,052 SH   SOLE   40,052 0 0
AES CORP UNIT 99/99/9999 00130H204 13,044 151,100 SH   SOLE   151,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 42,543 358,200 SH   SOLE   358,200 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 5,787 39,900 SH   SOLE   39,900 0 0
ANNEXON INC COM 03589W102 13,672 3,626,508 SH   SOLE   3,626,508 0 0
APTIV PLC SHS G6095L109 64,104 719,700 SH   SOLE   719,700 0 0
APTIV PLC 5.5% CNV PFD A G6095L117 10,012 94,500 SH   SOLE   94,500 0 0
ARGENX SE SPONSORED ADR 04016X101 121,014 319,400 SH   SOLE   319,400 0 0
ARTERIS INC COM 04302A104 1,384 198,509 SH   SOLE   198,509 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 111,459 1,199,000 SH   SOLE   1,199,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 32,836 69,000 SH   SOLE   69,000 0 0
BAXTER INTL INC COM 071813109 12,756 198,600 SH   SOLE   198,600 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 14,327 853,800 SH   SOLE   853,800 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 164,521 1,129,100 SH   SOLE   1,129,100 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 22,149 438,500 SH   SOLE   438,500 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 27,598 775,019 SH   SOLE   775,019 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 43,013 1,236,000 SH   SOLE   1,236,000 0 0
CDW CORP COM 12514G108 13,014 82,600 SH   SOLE   82,600 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 38,976 1,445,700 SH   SOLE   1,445,700 0 0
CHEMOCENTRYX INC COM 16383L106 18,049 728,385 SH   SOLE   728,385 0 0
CHENIERE ENERGY INC COM NEW 16411R208 54,183 407,300 SH   SOLE   407,300 0 0
CIENA CORP COM NEW 171779309 1,462 32,000 SH   SOLE   32,000 0 0
CINTAS CORP COM 172908105 105,746 283,100 SH   SOLE   283,100 0 0
CLEARWAY ENERGY INC CL C 18539C204 29,349 842,400 SH   SOLE   842,400 0 0
CMS ENERGY CORP COM 125896100 19,359 286,800 SH   SOLE   286,800 0 0
COGENT BIOSCIENCES INC COM 19240Q201 45,957 5,095,000 SH   SOLE   5,095,000 0 0
COGNEX CORP COM 192422103 15,265 359,000 SH   SOLE   359,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 46,596 2,629,593 SH   SOLE   2,629,593 0 0
COURSERA INC COM 22266M104 37,422 2,639,093 SH   SOLE   2,639,093 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 102,501 608,100 SH   SOLE   608,100 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 58,849 349,500 SH   SOLE   349,500 0 0
D R HORTON INC COM 23331A109 51,727 781,500 SH   SOLE   781,500 0 0
DATADOG INC CL A COM 23804L103 48,250 506,619 SH   SOLE   506,619 0 0
DESIGN THERAPEUTICS INC COM 25056L103 3,942 281,569 SH   SOLE   281,569 0 0
DICE THERAPEUTICS INC COM 23345J104 20,778 1,370,261 SH   SOLE   1,370,261 0 0
DLOCAL LTD CLASS A COM G29018101 89,655 3,415,443 SH   SOLE   3,415,443 0 0
DOXIMITY INC CL A 26622P107 52,669 1,512,602 SH   SOLE   1,512,602 0 0
DUOLINGO INC CL A COM 26603R106 33,127 378,375 SH   SOLE   378,375 0 0
EASTGROUP PPTYS INC COM 277276101 7,840 50,800 SH   SOLE   50,800 0 0
ELEMENT SOLUTIONS INC COM 28618M106 17,284 971,000 SH   SOLE   971,000 0 0
ENPHASE ENERGY INC COM 29355A107 31,824 163,000 SH   SOLE   163,000 0 0
ENTEGRIS INC COM 29362U104 59,574 646,630 SH   SOLE   646,630 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 11,388 161,600 SH   SOLE   161,600 0 0
ESSA PHARMA INC COM NEW 29668H708 10,602 3,365,568 SH   SOLE   3,365,568 0 0
EVOLENT HEALTH INC CL A 30050B101 6,655 216,700 SH   SOLE   216,700 0 0
EXACT SCIENCES CORP COM 30063P105 53,791 1,365,600 SH   SOLE   1,365,600 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 18,227 126,400 SH   SOLE   126,400 0 0
FIVE9 INC COM 338307101 113,724 1,247,800 SH   SOLE   1,247,800 0 0
FLYWIRE CORPORATION COM VTG 302492103 2,343 132,921 SH   SOLE   132,921 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 5,168 5,950,000 SH   SOLE   5,950,000 0 0
GARMIN LTD SHS H2906T109 5,473 55,700 SH   SOLE   55,700 0 0
GENERAC HLDGS INC COM 368736104 56,793 269,700 SH   SOLE   269,700 0 0
GLOBAL E ONLINE LTD SHS M5216V106 47,467 2,353,371 SH   SOLE   2,353,371 0 0
GUARDANT HEALTH INC COM 40131M109 67,812 1,681,000 SH   SOLE   1,681,000 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5 1,805 2,900,000 PRN   SOLE   2,900,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 9,519 220,000 SH   SOLE   220,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 31,146 822,664 SH   SOLE   822,664 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 5,567 69,800 SH   SOLE   69,800 0 0
HUBSPOT INC COM 443573100 65,161 216,733 SH   SOLE   216,733 0 0
IDEX CORP COM 45167R104 10,607 58,400 SH   SOLE   58,400 0 0
IDEXX LABS INC COM 45168D104 90,243 257,300 SH   SOLE   257,300 0 0
IMMUNOVANT INC COM 45258J102 20,953 5,372,512 SH   SOLE   5,372,512 0 0
INARI MED INC COM 45332Y109 4,195 61,700 SH   SOLE   61,700 0 0
INSPIRE MED SYS INC COM 457730109 4,183 22,900 SH   SOLE   22,900 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 11,048 800,000 SH   SOLE   800,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,053 75,000 SH   SOLE   75,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,072 110,000 SH   SOLE   110,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 3,165 29,300 SH   SOLE   29,300 0 0
KARUNA THERAPEUTICS INC COM 48576A100 78,360 619,400 SH   SOLE   619,400 0 0
KB HOME COM 48666K109 999 35,100 SH   SOLE   35,100 0 0
KLA CORP COM NEW 482480100 14,048 44,028 SH   SOLE   44,028 0 0
KNOWBE4 INC CL A 49926T104 65,799 4,212,483 SH   SOLE   4,212,483 0 0
KURA ONCOLOGY INC COM 50127T109 32,813 1,790,144 SH   SOLE   1,790,144 0 0
LAM RESEARCH CORP COM 512807108 48,368 113,500 SH   SOLE   113,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 31,551 650,544 SH   SOLE   650,544 0 0
LIVE OAK BANCSHARES INC COM 53803X105 4,642 136,983 SH   SOLE   136,983 0 0
LOWES COS INC COM 548661107 76,436 437,600 SH   SOLE   437,600 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 140,724 122,500 SH   SOLE   122,500 0 0
MIRATI THERAPEUTICS INC COM 60468T105 7,586 113,000 SH   SOLE   113,000 0 0
MONDAY COM LTD SHS M7S64H106 2,105 20,409 SH   SOLE   20,409 0 0
MONGODB INC CL A 60937P106 22,317 86,000 SH   SOLE   86,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 45,258 117,848 SH   SOLE   117,848 0 0
NASDAQ INC COM 631103108 18,290 119,900 SH   SOLE   119,900 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 22,908 235,000 SH   SOLE   235,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 96,158 1,296,627 SH   SOLE   1,296,627 0 0
NOVANTA INC COM 67000B104 33,956 280,000 SH   SOLE   280,000 0 0
NURIX THERAPEUTICS INC COM 67080M103 14,621 1,154,000 SH   SOLE   1,154,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 26,919 859,200 SH   SOLE   859,200 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 114,096 445,200 SH   SOLE   445,200 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 6,155 221,500 SH   SOLE   221,500 0 0
PALO ALTO NETWORKS INC COM 697435105 109,969 222,637 SH   SOLE   222,637 0 0
PENTAIR PLC SHS G7S00T104 16,038 350,400 SH   SOLE   350,400 0 0
PHARVARIS N V COM N69605108 9,951 450,251 SH   SOLE   450,251 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 2,838 336,223 SH   SOLE   336,223 0 0
POOL CORP COM 73278L105 86,789 247,100 SH   SOLE   247,100 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108 8,619 3,518,062 SH   SOLE   3,518,062 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 8,090 277,800 SH   SOLE   277,800 0 0
PROLOGIS INC. COM 74340W103 5,825 49,513 SH   SOLE   49,513 0 0
PROMETHEUS BIOSCIENCES INC COM 74349U108 91,259 3,232,700 SH   SOLE   3,232,700 0 0
REPLIGEN CORP COM 759916109 19,326 119,000 SH   SOLE   119,000 0 0
REXFORD INDL RLTY INC COM 76169C100 28,869 501,293 SH   SOLE   501,293 0 0
ROIVANT SCIENCES LTD SHS G76279101 6,738 1,690,300 SH   SOLE   1,690,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 93,414 236,700 SH   SOLE   236,700 0 0
SHERWIN WILLIAMS CO COM 824348106 4,142 18,500 SH   SOLE   18,500 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 10,231 620,832 SH   SOLE   620,832 0 0
SHOCKWAVE MED INC COM 82489T104 4,512 23,600 SH   SOLE   23,600 0 0
SILICON LABORATORIES INC COM 826919102 2,683 19,137 SH   SOLE   19,137 0 0
SPROUT SOCIAL INC COM CL A 85209W109 57,544 990,943 SH   SOLE   990,943 0 0
STERIS PLC SHS USD G8473T100 23,127 112,185 SH   SOLE   112,185 0 0
SUTRO BIOPHARMA INC COM 869367102 14,114 2,708,975 SH   SOLE   2,708,975 0 0
SYNOPSYS INC COM 871607107 17,055 56,157 SH   SOLE   56,157 0 0
SYNOVUS FINL CORP COM NEW 87161C501 5,123 142,100 SH   SOLE   142,100 0 0
SYSCO CORP COM 871829107 13,664 161,298 SH   SOLE   161,298 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 33,518 410,000 SH   SOLE   410,000 0 0
TALARIS THERAPEUTICS INC COM 87410C104 7,041 1,561,092 SH   SOLE   1,561,092 0 0
TARGA RES CORP COM 87612G101 6,326 106,022 SH   SOLE   106,022 0 0
THE TRADE DESK INC COM CL A 88339J105 76,520 1,826,685 SH   SOLE   1,826,685 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 94,026 724,000 SH   SOLE   724,000 0 0
TREX CO INC COM 89531P105 53,876 990,000 SH   SOLE   990,000 0 0
VECTIVBIO HLDG AG ORD SHS H9060V101 12,631 2,339,044 SH   SOLE   2,339,044 0 0
VERACYTE INC COM 92337F107 8,318 418,000 SH   SOLE   418,000 0 0
VERISK ANALYTICS INC COM 92345Y106 27,314 157,800 SH   SOLE   157,800 0 0
VITAL FARMS INC COM 92847W103 8,313 950,092 SH   SOLE   950,092 0 0
WALKER & DUNLOP INC COM 93148P102 9,108 94,535 SH   SOLE   94,535 0 0
WASTE CONNECTIONS INC COM 94106B101 99,664 804,000 SH   SOLE   804,000 0 0
WEC ENERGY GROUP INC COM 92939U106 19,323 192,000 SH   SOLE   192,000 0 0
WILLIAMS COS INC COM 969457100 22,399 717,700 SH   SOLE   717,700 0 0
XENON PHARMACEUTICALS INC COM 98420N105 14,288 469,700 SH   SOLE   469,700 0 0
XOMETRY INC CLASS A COM 98423F109 47,643 1,404,164 SH   SOLE   1,404,164 0 0
XPO LOGISTICS INC COM 983793100 5,538 115,000 SH   SOLE   115,000 0 0
YETI HLDGS INC COM 98585X104 15,967 369,000 SH   SOLE   369,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 28,212 1,004,000 SH   SOLE   1,004,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 83,945 2,525,419 SH   SOLE   2,525,419 0 0
ZYMEWORKS INC COM 98985W102 28,515 5,380,200 SH   SOLE   5,380,200 0 0