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 8,838 350,000 SH   SOLE   350,000 0 0
ACCELERON PHARMA INC COM 00434H108 12,842 142,900 SH   SOLE   142,900 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,373 47,100 SH   SOLE   47,100 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 55,531 3,851,000 SH   SOLE   3,851,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3,303 24,100 SH   SOLE   24,100 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,823 285,300 SH   SOLE   285,300 0 0
ALLAKOS INC COM 01671P100 7,118 160,000 SH   SOLE   160,000 0 0
APTIV PLC SHS G6095L109 27,402 556,500 SH   SOLE   556,500 0 0
ARGENX SE SPONSORED ADR 04016X101 39,163 297,300 SH   SOLE   297,300 0 0
ARVINAS INC COM 04335A105 9,269 230,000 SH   SOLE   230,000 0 0
ARYA SCIENCES ACQUISITION CO UNIT 10/04/2023 G3165V117 9,032 800,000 SH   SOLE   800,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 191,285 1,698,648 SH   SOLE   1,698,648 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 45,002 172,000 SH   SOLE   172,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 19,216 861,700 SH   SOLE   861,700 0 0
AVROBIO INC COM 05455M100 29,647 1,905,307 SH   SOLE   1,905,307 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 60,701 1,783,761 SH   SOLE   1,783,761 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 27,018 462,000 SH   SOLE   462,000 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 38,929 916,200 SH   SOLE   916,200 0 0
CINTAS CORP COM 172908105 19,227 111,000 SH   SOLE   111,000 0 0
CMS ENERGY CORP COM 125896100 4,095 69,700 SH   SOLE   69,700 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 254 3,100 SH   SOLE   3,100 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 39,649 2,427,976 SH   SOLE   2,427,976 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 13,921 947,000 SH   SOLE   947,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 54,956 987,000 SH   SOLE   987,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 38,396 265,900 SH   SOLE   265,900 0 0
CROWN CASTLE INTL CORP NEW 6.875% CON PFD A 22822V309 400 320 SH   SOLE   320 0 0
D R HORTON INC COM 23331A109 22,413 659,200 SH   SOLE   659,200 0 0
DATADOG INC CL A COM 23804L103 11,837 329,000 SH   SOLE   329,000 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 10,004 243,000 SH   SOLE   243,000 0 0
DYNATRACE INC COM 268150109 49,501 2,076,400 SH   SOLE   2,076,400 0 0
EIDOS THERAPEUTICS INC COM 28249H104 10,435 213,000 SH   SOLE   213,000 0 0
ENTASIS THERAPEUTICS HLDGS I COM 293614103 2,131 879,541 SH   SOLE   879,541 0 0
EQUINIX INC COM 29444U700 4,372 7,000 SH   SOLE   7,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 2,173 37,800 SH   SOLE   37,800 0 0
ESSA PHARMA INC COM NEW 29668H708 7,639 2,010,169 SH   SOLE   2,010,169 0 0
EXACT SCIENCES CORP COM 30063P105 80,736 1,392,000 SH   SOLE   1,392,000 0 0
EXACT SCIENCES CORP NOTE 1.000% 1/1 30063PAA3 795 730,000 PRN   SOLE   730,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 4,277 720,000 SH   SOLE   720,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,012 12,300 SH   SOLE   12,300 0 0
FIVE9 INC COM 338307101 93,128 1,218,000 SH   SOLE   1,218,000 0 0
GALAPAGOS NV SPON ADR 36315X101 9,992 51,000 SH   SOLE   51,000 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 27,333 535,000 SH   SOLE   535,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 38,181 436,000 SH   SOLE   436,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 17,238 844,600 SH   SOLE   844,600 0 0
HENRY JACK & ASSOC INC COM 426281101 3,446 22,200 SH   SOLE   22,200 0 0
HUBSPOT INC COM 443573100 44,219 332,000 SH   SOLE   332,000 0 0
IDEX CORP COM 45167R104 1,284 9,300 SH   SOLE   9,300 0 0
IDEXX LABS INC COM 45168D104 34,640 143,000 SH   SOLE   143,000 0 0
IMMUNOVANT INC *W EXP 12/18/202 45258J110 1,565 651,900 SH   SOLE   651,900 0 0
INPHI CORP COM 45772F107 35,627 450,000 SH   SOLE   450,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,380 25,000 SH   SOLE   25,000 0 0
ISHARES TR EXPANDED TECH 464287515 61,960 291,000 SH Put SOLE   291,000 0 0
KALA PHARMACEUTICALS INC COM 483119103 25,956 2,952,899 SH   SOLE   2,952,899 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 12,852 1,680,000 SH   SOLE   1,680,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100 64,878 901,077 SH   SOLE   901,077 0 0
KLA CORPORATION COM NEW 482480100 2,257 15,700 SH   SOLE   15,700 0 0
LAM RESEARCH CORP COM 512807108 48,240 201,000 SH   SOLE   201,000 0 0
LAMB WESTON HLDGS INC COM 513272104 13,841 242,400 SH   SOLE   242,400 0 0
LENNOX INTL INC COM 526107107 46,356 255,000 SH   SOLE   255,000 0 0
LOWES COS INC COM 548661107 51,337 596,600 SH   SOLE   596,600 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 11,239 1,789,646 SH   SOLE   1,789,646 0 0
MAGNA INTL INC COM 559222401 22,919 718,000 SH   SOLE   718,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 8,473 60,000 SH   SOLE   60,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 49,026 71,000 SH   SOLE   71,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 23,138 301,000 SH   SOLE   301,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 32,966 1,212,000 SH   SOLE   1,212,000 0 0
MONGODB INC CL A 60937P106 11,742 86,000 SH   SOLE   86,000 0 0
MYOKARDIA INC COM 62857M105 29,112 621,000 SH   SOLE   621,000 0 0
MYOVANT SCIENCES LTD COM G637AM102 6,040 800,000 SH   SOLE   800,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 30,552 353,000 SH   SOLE   353,000 0 0
NEUROCRINE BIOSCIENCES INC NOTE 2.250% 5/1 64125CAD1 1,398 1,087,000 PRN   SOLE   1,087,000 0 0
NEXTERA ENERGY INC COM 65339F101 4,187 17,400 SH   SOLE   17,400 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 53,440 1,242,800 SH   SOLE   1,242,800 0 0
NOVANTA INC COM 67000B104 22,366 280,000 SH   SOLE   280,000 0 0
OKTA INC CL A 679295105 13,204 108,000 SH   SOLE   108,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 28,024 213,500 SH   SOLE   213,500 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 2,033 270,000 SH   SOLE   270,000 0 0
PALO ALTO NETWORKS INC COM 697435105 23,256 141,837 SH   SOLE   141,837 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 11,619 450,000 SH   SOLE   450,000 0 0
POOL CORPORATION COM 73278L105 36,599 186,000 SH   SOLE   186,000 0 0
PROLOGIS INC. COM 74340W103 3,159 39,300 SH   SOLE   39,300 0 0
REGENERON PHARMACEUTICALS COM 75886F107 15,088 30,900 SH   SOLE   30,900 0 0
REPLIGEN CORP COM 759916109 11,488 119,000 SH   SOLE   119,000 0 0
RINGCENTRAL INC CL A 76680R206 25,641 121,000 SH   SOLE   121,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 19,739 1,415,000 SH   SOLE   1,415,000 0 0
ROLLINS INC COM 775711104 27,936 773,000 SH   SOLE   773,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 66,727 214,000 SH   SOLE   214,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 22,689 790,000 SH   SOLE   790,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 97,429 996,000 SH   SOLE   996,000 0 0
SAREPTA THERAPEUTICS INC DBCV 1.500%11/1 803607AB6 584 384,000 PRN   SOLE   384,000 0 0
SATSUMA PHARMACEUTICALS INC COM 80405P107 20,562 983,382 SH   SOLE   983,382 0 0
SEATTLE GENETICS INC COM 812578102 11,826 102,500 SH   SOLE   102,500 0 0
SHERWIN WILLIAMS CO COM 824348106 1,976 4,300 SH   SOLE   4,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,084 135,200 SH   SOLE   135,200 0 0
SMARTSHEET INC COM CL A 83200N103 39,310 947,000 SH   SOLE   947,000 0 0
SPLUNK INC COM 848637104 54,026 428,000 SH   SOLE   428,000 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 20,137 4,160,608 SH   SOLE   4,160,608 0 0
SUTRO BIOPHARMA INC COM 869367102 13,117 1,285,975 SH   SOLE   1,285,975 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 2,487 226,680 SH   SOLE   226,680 0 0
TERADYNE INC COM 880770102 1,647 30,400 SH   SOLE   30,400 0 0
THE TRADE DESK INC COM CL A 88339J105 57,900 300,000 SH   SOLE   300,000 0 0
TRANE TECHNOLOGIES PLC SHS ADDED G8994E103 1,635 19,800 SH   SOLE   19,800 0 0
TREX CO INC COM 89531P105 23,962 299,000 SH   SOLE   299,000 0 0
TWILIO INC CL A 90138F102 61,301 685,000 SH   SOLE   685,000 0 0
UNIQURE NV SHS N90064101 23,725 500,000 SH   SOLE   500,000 0 0
VARONIS SYS INC COM 922280102 26,741 420,000 SH   SOLE   420,000 0 0
VERACYTE INC COM 92337F107 22,608 930,000 SH   SOLE   930,000 0 0
VERISK ANALYTICS INC COM 92345Y106 22,022 158,000 SH   SOLE   158,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 10,827 45,500 SH   SOLE   45,500 0 0
VULCAN MATLS CO COM 929160109 43,412 401,700 SH   SOLE   401,700 0 0
WASTE CONNECTIONS INC COM 94106B101 62,310 804,000 SH   SOLE   804,000 0 0
WASTE MGMT INC DEL COM 94106L109 2,805 30,300 SH   SOLE   30,300 0 0
WAYFAIR INC CL A 94419L101 30,621 573,000 SH   SOLE   573,000 0 0
WAYFAIR INC CL A 94419L101 30,000 250,000 SH Call SOLE   250,000 0 0
WEC ENERGY GROUP INC COM 92939U106 3,516 39,900 SH   SOLE   39,900 0 0
XENCOR INC COM 98401F105 8,964 300,000 SH   SOLE   300,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 14,448 1,274,100 SH   SOLE   1,274,100 0 0
XPO LOGISTICS INC COM 983793100 10,725 220,000 SH   SOLE   220,000 0 0
XYLEM INC COM 98419M100 51,648 793,000 SH   SOLE   793,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,536 15,200 SH   SOLE   15,200 0 0
ZOETIS INC CL A 98978V103 1,671 14,200 SH   SOLE   14,200 0 0
ZOGENIX INC COM NEW 98978L204 70,265 2,841,300 SH   SOLE   2,841,300 0 0