<?xml version="1.0" encoding="us-ascii"?>
<informationTable xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">
    <infoTable>
        <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>002824100</cusip>
        <value>1879272</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18304</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>18304</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ACCENTURE PLC IRELAND</nameOfIssuer>
        <titleOfClass>SHS CLASS A</titleOfClass>
        <cusip>G1151C101</cusip>
        <value>4099249</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20673</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>20673</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADOBE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00724F101</cusip>
        <value>972320</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>4000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADVANCED DRAIN SYS INC DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00790R104</cusip>
        <value>15238434</value>
        <shrsOrPrnAmt>
            <sshPrnamt>111124</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>111124</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>007903107</cusip>
        <value>18404109</value>
        <shrsOrPrnAmt>
            <sshPrnamt>90469</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>90469</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AECOM</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00766T100</cusip>
        <value>12240374</value>
        <shrsOrPrnAmt>
            <sshPrnamt>144310</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>144310</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AGCO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>001084102</cusip>
        <value>543546</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4691</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>4691</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00846U101</cusip>
        <value>6904680</value>
        <shrsOrPrnAmt>
            <sshPrnamt>60578</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>60578</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AIRBNB INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>009066101</cusip>
        <value>4818845</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38160</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>38160</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AKAMAI TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>NOTE 1.125% 2/1</titleOfClass>
        <cusip>00971TAN1</cusip>
        <value>3379070</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2950000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>2950000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALARM COM HLDGS INC</nameOfIssuer>
        <titleOfClass>NOTE 2.250% 6/0</titleOfClass>
        <cusip>011642AD7</cusip>
        <value>4103412</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4402000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>4402000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALCOA CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>013872106</cusip>
        <value>5986813</value>
        <shrsOrPrnAmt>
            <sshPrnamt>90258</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>90258</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL C</titleOfClass>
        <cusip>02079K107</cusip>
        <value>324152</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1130</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1130</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL A</titleOfClass>
        <cusip>02079K305</cusip>
        <value>71412075</value>
        <shrsOrPrnAmt>
            <sshPrnamt>248338</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>248338</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL A</titleOfClass>
        <cusip>02079K305</cusip>
        <value>3163160</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>11000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>023135106</cusip>
        <value>20198649</value>
        <shrsOrPrnAmt>
            <sshPrnamt>96983</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>96983</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN WTR CAP CORP</nameOfIssuer>
        <titleOfClass>NOTE 3.625% 6/1</titleOfClass>
        <cusip>03040WBE4</cusip>
        <value>332998</value>
        <shrsOrPrnAmt>
            <sshPrnamt>330000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>330000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN WTR WKS CO INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>030420103</cusip>
        <value>10929524</value>
        <shrsOrPrnAmt>
            <sshPrnamt>80311</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>80311</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>API GROUP CORP</nameOfIssuer>
        <titleOfClass>COM STK</titleOfClass>
        <cusip>00187Y100</cusip>
        <value>2851109</value>
        <shrsOrPrnAmt>
            <sshPrnamt>70363</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>70363</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>037833100</cusip>
        <value>11541100</value>
        <shrsOrPrnAmt>
            <sshPrnamt>45475</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>45475</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>038222105</cusip>
        <value>9221836</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26981</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>26981</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APTIV PLC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>G3265R107</cusip>
        <value>9965196</value>
        <shrsOrPrnAmt>
            <sshPrnamt>143508</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>143508</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARRAY TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>NOTE 1.000%12/0</titleOfClass>
        <cusip>04271TAB6</cusip>
        <value>4623674</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5127000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5127000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AST SPACEMOBILE INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>00217D100</cusip>
        <value>248610</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>3000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AUTODESK INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>052769106</cusip>
        <value>13739405</value>
        <shrsOrPrnAmt>
            <sshPrnamt>57391</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>57391</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BENTLEY SYS INC</nameOfIssuer>
        <titleOfClass>COM CL B</titleOfClass>
        <cusip>08265T208</cusip>
        <value>6074215</value>
        <shrsOrPrnAmt>
            <sshPrnamt>172956</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>172956</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BILL HOLDINGS INC</nameOfIssuer>
        <titleOfClass>NOTE 4/0</titleOfClass>
        <cusip>090043AF7</cusip>
        <value>889245</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1000000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1000000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BIRKENSTOCK HOLDING PLC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>M2029K104</cusip>
        <value>5218281</value>
        <shrsOrPrnAmt>
            <sshPrnamt>145640</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>145640</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOOKING HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09857L108</cusip>
        <value>7405953</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1759</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1759</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOSTON SCIENTIFIC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>101137107</cusip>
        <value>9504303</value>
        <shrsOrPrnAmt>
            <sshPrnamt>151463</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>151463</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BROADCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11135F101</cusip>
        <value>9109498</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29432</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>29432</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BRUKER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>116794108</cusip>
        <value>2391722</value>
        <shrsOrPrnAmt>
            <sshPrnamt>66216</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>66216</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CADENCE DESIGN SYSTEM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>127387108</cusip>
        <value>14710716</value>
        <shrsOrPrnAmt>
            <sshPrnamt>52941</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>52941</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CAMECO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>13321L108</cusip>
        <value>12993232</value>
        <shrsOrPrnAmt>
            <sshPrnamt>119632</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>119632</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CANADIAN PACIFIC KANSAS CITY</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>13646K108</cusip>
        <value>6903155</value>
        <shrsOrPrnAmt>
            <sshPrnamt>87754</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>87754</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARPENTER TECHNOLOGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>144285103</cusip>
        <value>3838233</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9738</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>9738</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
        <titleOfClass>NOTE 4.250% 8/1</titleOfClass>
        <cusip>15189TBD8</cusip>
        <value>40530940</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34027000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>34027000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHIPOTLE MEXICAN GRILL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>169656105</cusip>
        <value>5795314</value>
        <shrsOrPrnAmt>
            <sshPrnamt>181047</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>181047</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>184496107</cusip>
        <value>4526320</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15786</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>15786</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CLOUDFLARE INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>18915M107</cusip>
        <value>350778</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1700</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1700</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
        <titleOfClass>NOTE 3.375% 5/0</titleOfClass>
        <cusip>125896BX7</cusip>
        <value>15944927</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13939000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>13939000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>125896100</cusip>
        <value>4855655</value>
        <shrsOrPrnAmt>
            <sshPrnamt>62589</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>62589</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COGNEX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>192422103</cusip>
        <value>671359</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13704</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>13704</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COHERENT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>19247G107</cusip>
        <value>3058855</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12841</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>12841</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>194162103</cusip>
        <value>8260747</value>
        <shrsOrPrnAmt>
            <sshPrnamt>96923</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>96923</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COMMSCOPE HLDG CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>20337X109</cusip>
        <value>4243112</value>
        <shrsOrPrnAmt>
            <sshPrnamt>233138</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>233138</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COPART INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>217204106</cusip>
        <value>2924422</value>
        <shrsOrPrnAmt>
            <sshPrnamt>88085</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>88085</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CORTEVA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22052L104</cusip>
        <value>13899878</value>
        <shrsOrPrnAmt>
            <sshPrnamt>166048</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>166048</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CROWN HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>228368106</cusip>
        <value>16511877</value>
        <shrsOrPrnAmt>
            <sshPrnamt>164707</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>164707</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CSX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>126408103</cusip>
        <value>13053079</value>
        <shrsOrPrnAmt>
            <sshPrnamt>317980</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>317980</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CYTOKINETICS INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>23282W605</cusip>
        <value>6749184</value>
        <shrsOrPrnAmt>
            <sshPrnamt>102400</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>102400</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DANAHER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>235851102</cusip>
        <value>4950266</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26109</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>26109</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DARLING INGREDIENTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>237266101</cusip>
        <value>11337167</value>
        <shrsOrPrnAmt>
            <sshPrnamt>183301</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>183301</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DATADOG INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>23804L103</cusip>
        <value>5448362</value>
        <shrsOrPrnAmt>
            <sshPrnamt>46153</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>46153</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DATADOG INC</nameOfIssuer>
        <titleOfClass>NOTE 12/0</titleOfClass>
        <cusip>23804LAD5</cusip>
        <value>20621490</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21271000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>21271000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>243537107</cusip>
        <value>2141225</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21393</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>21393</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DEERE &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>244199105</cusip>
        <value>7300931</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12961</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>12961</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DROPBOX INC</nameOfIssuer>
        <titleOfClass>NOTE 3/0</titleOfClass>
        <cusip>26210CAD6</cusip>
        <value>3946487</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4154000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>4154000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
        <titleOfClass>NOTE 4.125% 4/1</titleOfClass>
        <cusip>26441CBY0</cusip>
        <value>58820043</value>
        <shrsOrPrnAmt>
            <sshPrnamt>52368000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>52368000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EATON CORP PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G29183103</cusip>
        <value>11079901</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30978</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>30978</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EBAY INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>278642103</cusip>
        <value>6023249</value>
        <shrsOrPrnAmt>
            <sshPrnamt>66175</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>66175</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ECOLAB INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>278865100</cusip>
        <value>19404297</value>
        <shrsOrPrnAmt>
            <sshPrnamt>72943</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>72943</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>532457108</cusip>
        <value>14880959</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16179</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>16179</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ENPHASE ENERGY INC</nameOfIssuer>
        <titleOfClass>NOTE 3/0</titleOfClass>
        <cusip>29355AAK3</cusip>
        <value>3351563</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3750000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>3750000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ENPHASE ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29355A107</cusip>
        <value>9157733</value>
        <shrsOrPrnAmt>
            <sshPrnamt>242204</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>242204</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EPAM SYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29414B104</cusip>
        <value>1557100</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>11500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ETSY INC</nameOfIssuer>
        <titleOfClass>NOTE 0.125%10/0</titleOfClass>
        <cusip>29786AAJ5</cusip>
        <value>1408924</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1438000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1438000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ETSY INC</nameOfIssuer>
        <titleOfClass>NOTE 0.125% 9/0</titleOfClass>
        <cusip>29786AAL0</cusip>
        <value>2328385</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2500000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>2500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ETSY INC</nameOfIssuer>
        <titleOfClass>NOTE 0.250% 6/1</titleOfClass>
        <cusip>29786AAN6</cusip>
        <value>5510424</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6125000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>6125000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EVERTEC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30040P103</cusip>
        <value>1411000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>50000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FIRSTENERGY CORP</nameOfIssuer>
        <titleOfClass>NOTE 4.000% 5/0</titleOfClass>
        <cusip>337932AR8</cusip>
        <value>988940</value>
        <shrsOrPrnAmt>
            <sshPrnamt>894000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>894000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FIVE9 INC</nameOfIssuer>
        <titleOfClass>NOTE 1.000% 3/1</titleOfClass>
        <cusip>338307AF8</cusip>
        <value>3181078</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3659000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>3659000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FLEX LTD</nameOfIssuer>
        <titleOfClass>ORD</titleOfClass>
        <cusip>Y2573F102</cusip>
        <value>4949103</value>
        <shrsOrPrnAmt>
            <sshPrnamt>75605</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>75605</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FTAI AVIATION LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G3730V105</cusip>
        <value>1150765</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4697</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>4697</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>375558103</cusip>
        <value>1727631</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12396</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>12396</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
        <titleOfClass>NOTE 1.500% 3/0</titleOfClass>
        <cusip>37940XAU6</cusip>
        <value>21865061</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24831000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>24831000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>37940X102</cusip>
        <value>9743156</value>
        <shrsOrPrnAmt>
            <sshPrnamt>144772</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>144772</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GRAPHIC PACKAGING HLDG CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>388689101</cusip>
        <value>402172</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40460</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>40460</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GROUPON INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>399473206</cusip>
        <value>1215204</value>
        <shrsOrPrnAmt>
            <sshPrnamt>102118</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>102118</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GUIDEWIRE SOFTWARE INC</nameOfIssuer>
        <titleOfClass>NOTE 1.250%11/0</titleOfClass>
        <cusip>40171VAC4</cusip>
        <value>10373901</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10503000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>10503000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HAEMONETICS CORP MASS</nameOfIssuer>
        <titleOfClass>NOTE 2.500% 6/0</titleOfClass>
        <cusip>405024AD2</cusip>
        <value>7830377</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8143000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>8143000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HALOZYME THERAPEUTICS INC</nameOfIssuer>
        <titleOfClass>NOTE 1.000% 8/1</titleOfClass>
        <cusip>40637HAF6</cusip>
        <value>25740795</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19969000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>19969000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HENRY JACK &amp; ASSOC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>426281101</cusip>
        <value>1975500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>12500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>40434L105</cusip>
        <value>2539466</value>
        <shrsOrPrnAmt>
            <sshPrnamt>132195</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>132195</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ICHOR HOLDINGS</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G4740B105</cusip>
        <value>2683990</value>
        <shrsOrPrnAmt>
            <sshPrnamt>57584</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>57584</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45866F104</cusip>
        <value>11497797</value>
        <shrsOrPrnAmt>
            <sshPrnamt>73104</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>73104</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTUIT</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>461202103</cusip>
        <value>16437358</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38016</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>38016</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>IQVIA HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>46266C105</cusip>
        <value>11867026</value>
        <shrsOrPrnAmt>
            <sshPrnamt>69585</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>69585</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>IRHYTHM TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>NOTE 1.500% 9/0</titleOfClass>
        <cusip>450056AB2</cusip>
        <value>6403020</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5828000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5828000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ITRON INC</nameOfIssuer>
        <titleOfClass>NOTE 1.375% 7/1</titleOfClass>
        <cusip>465741AQ9</cusip>
        <value>5556978</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5579000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5579000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>478160104</cusip>
        <value>13921591</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56953</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>56953</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LAMB WESTON HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>513272104</cusip>
        <value>1166249</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27597</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>27597</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LANTHEUS HLDGS INC</nameOfIssuer>
        <titleOfClass>NOTE 2.625%12/1</titleOfClass>
        <cusip>516544AB9</cusip>
        <value>8639248</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7169000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>7169000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LIBERTY MEDIA CORP DEL</nameOfIssuer>
        <titleOfClass>NOTE 2.250% 8/1</titleOfClass>
        <cusip>531229AQ5</cusip>
        <value>13208530</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11442000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>11442000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
        <titleOfClass>NOTE 2.875% 1/1</titleOfClass>
        <cusip>538034BC2</cusip>
        <value>25778510</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23670000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>23670000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MANULIFE FINL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>56501R106</cusip>
        <value>18423029</value>
        <shrsOrPrnAmt>
            <sshPrnamt>535006</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>535006</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARKETAXESS HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>57060D108</cusip>
        <value>3453031</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20930</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>20930</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARRIOTT VACATIONS WORLDWIDE</nameOfIssuer>
        <titleOfClass>NOTE 3.250%12/1</titleOfClass>
        <cusip>57164YAF4</cusip>
        <value>1462904</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1500000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1500000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARSH &amp; MCLENNAN COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>571748102</cusip>
        <value>14579513</value>
        <shrsOrPrnAmt>
            <sshPrnamt>84056</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>84056</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>573874104</cusip>
        <value>3826004</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38627</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>38627</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MASTEC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>576323109</cusip>
        <value>6257200</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19448</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>19448</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MEDTRONIC PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G5960L103</cusip>
        <value>12602636</value>
        <shrsOrPrnAmt>
            <sshPrnamt>145443</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>145443</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERCADOLIBRE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58733R102</cusip>
        <value>4535219</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2623</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>2623</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58933Y105</cusip>
        <value>22997644</value>
        <shrsOrPrnAmt>
            <sshPrnamt>191185</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>191185</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58933Y105</cusip>
        <value>3476381</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>28900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERITAGE HOMES CORP</nameOfIssuer>
        <titleOfClass>NOTE 1.750% 5/1</titleOfClass>
        <cusip>59001ABF8</cusip>
        <value>5162789</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5300000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5300000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
        <titleOfClass>NOTE 0.750% 6/0</titleOfClass>
        <cusip>595017BG8</cusip>
        <value>17906123</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17951000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>17951000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>595112103</cusip>
        <value>7638562</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22610</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>22610</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>594918104</cusip>
        <value>8698995</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>23500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>594918104</cusip>
        <value>4838492</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13071</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>13071</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MONOLITHIC PWR SYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>609839105</cusip>
        <value>14304298</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13083</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>13083</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MSCI INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>55354G100</cusip>
        <value>14738689</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27344</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>27344</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NASDAQ INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>631103108</cusip>
        <value>4015127</value>
        <shrsOrPrnAmt>
            <sshPrnamt>47298</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>47298</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NETFLIX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>64110L106</cusip>
        <value>1857618</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19320</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>19320</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEXTERA ENERGY CAP HLDGS INC</nameOfIssuer>
        <titleOfClass>NOTE 3.000% 3/0</titleOfClass>
        <cusip>65339KCY4</cusip>
        <value>27825715</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19985000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>19985000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>65339F101</cusip>
        <value>26535630</value>
        <shrsOrPrnAmt>
            <sshPrnamt>285698</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>285698</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEXTPOWER INC</nameOfIssuer>
        <titleOfClass>CLASS A COM</titleOfClass>
        <cusip>65290E101</cusip>
        <value>15360602</value>
        <shrsOrPrnAmt>
            <sshPrnamt>127421</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>127421</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NIO INC</nameOfIssuer>
        <titleOfClass>NOTE 3.875%10/1</titleOfClass>
        <cusip>62914VAJ5</cusip>
        <value>21316736</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20388000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>20388000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NOMAD FOODS LTD</nameOfIssuer>
        <titleOfClass>USD ORD SHS</titleOfClass>
        <cusip>G6564A105</cusip>
        <value>3213094</value>
        <shrsOrPrnAmt>
            <sshPrnamt>334349</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>334349</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NU HLDGS LTD</nameOfIssuer>
        <titleOfClass>ORD SHS CL A</titleOfClass>
        <cusip>G6683N103</cusip>
        <value>6298989</value>
        <shrsOrPrnAmt>
            <sshPrnamt>438343</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>438343</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NUTANIX INC</nameOfIssuer>
        <titleOfClass>NOTE 0.500%12/1</titleOfClass>
        <cusip>67059NAK4</cusip>
        <value>12742217</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14045000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>14045000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NUTANIX INC</nameOfIssuer>
        <titleOfClass>NOTE 0.250%10/0</titleOfClass>
        <cusip>67059NAH1</cusip>
        <value>9067836</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8849000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>8849000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NVENT ELECTRIC PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G6700G107</cusip>
        <value>8551999</value>
        <shrsOrPrnAmt>
            <sshPrnamt>72303</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>72303</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67066G104</cusip>
        <value>77390523</value>
        <shrsOrPrnAmt>
            <sshPrnamt>443753</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>443753</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ON HLDG AG</nameOfIssuer>
        <titleOfClass>NAMEN AKT A</titleOfClass>
        <cusip>H5919C104</cusip>
        <value>1998301</value>
        <shrsOrPrnAmt>
            <sshPrnamt>58739</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>58739</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
        <titleOfClass>NOTE 0.500% 3/0</titleOfClass>
        <cusip>682189AU9</cusip>
        <value>2429096</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2476000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>2476000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
        <titleOfClass>NOTE 5/0</titleOfClass>
        <cusip>682189AS4</cusip>
        <value>26391233</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20463000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>20463000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>682189105</cusip>
        <value>3730370</value>
        <shrsOrPrnAmt>
            <sshPrnamt>60245</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>60245</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OREILLY AUTOMOTIVE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67103H107</cusip>
        <value>7981953</value>
        <shrsOrPrnAmt>
            <sshPrnamt>86469</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>86469</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PAGSEGURO DIGITAL LTD</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>G68707101</cusip>
        <value>2505000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>697435105</cusip>
        <value>12234821</value>
        <shrsOrPrnAmt>
            <sshPrnamt>76315</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>76315</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PAN AMERN SILVER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>697900108</cusip>
        <value>10160798</value>
        <shrsOrPrnAmt>
            <sshPrnamt>185993</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>185993</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PARSONS CORP DEL</nameOfIssuer>
        <titleOfClass>NOTE 2.625% 3/0</titleOfClass>
        <cusip>70202LAD4</cusip>
        <value>16683861</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16878000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>16878000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PAYCOM SOFTWARE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>70432V102</cusip>
        <value>1215400</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>10000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
        <titleOfClass>NOTE 4.250%12/0</titleOfClass>
        <cusip>69331CAL2</cusip>
        <value>30412379</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28879000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>28879000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
        <titleOfClass>NOTE 4.750% 6/1</titleOfClass>
        <cusip>723484AK7</cusip>
        <value>10070927</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8662000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>8662000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>POST HLDGS INC</nameOfIssuer>
        <titleOfClass>NOTE 2.500% 8/1</titleOfClass>
        <cusip>737446AT1</cusip>
        <value>6107702</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5636000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5636000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PRICESMART INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>741511109</cusip>
        <value>9257556</value>
        <shrsOrPrnAmt>
            <sshPrnamt>61512</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>61512</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PTC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>69370C100</cusip>
        <value>1605292</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11266</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>11266</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>745867101</cusip>
        <value>2598828</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22097</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>22097</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74762E102</cusip>
        <value>9091222</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16559</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>16559</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QXO INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>82846H405</cusip>
        <value>14252882</value>
        <shrsOrPrnAmt>
            <sshPrnamt>733928</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>733928</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>75886F107</cusip>
        <value>13810940</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17875</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>17875</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REPLIGEN CORP</nameOfIssuer>
        <titleOfClass>NOTE 1.000%12/1</titleOfClass>
        <cusip>759916AD1</cusip>
        <value>7352419</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7536000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>7536000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REPUBLIC SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>760759100</cusip>
        <value>15772287</value>
        <shrsOrPrnAmt>
            <sshPrnamt>72013</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>72013</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RIOT PLATFORMS INC</nameOfIssuer>
        <titleOfClass>NOTE 0.750% 1/1</titleOfClass>
        <cusip>767292AB1</cusip>
        <value>6035937</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5225000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5225000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RIVIAN AUTOMOTIVE INC</nameOfIssuer>
        <titleOfClass>NOTE 3.625%10/1</titleOfClass>
        <cusip>76954AAD5</cusip>
        <value>27557023</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28240000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>28240000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>773903109</cusip>
        <value>12995404</value>
        <shrsOrPrnAmt>
            <sshPrnamt>36211</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>36211</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RUBRIK INC.</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>781154109</cusip>
        <value>1806993</value>
        <shrsOrPrnAmt>
            <sshPrnamt>36900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>36900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78409V104</cusip>
        <value>21087507</value>
        <shrsOrPrnAmt>
            <sshPrnamt>49578</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>49578</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SALESFORCE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>79466L302</cusip>
        <value>7645817</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40959</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>40959</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>81762P102</cusip>
        <value>10435449</value>
        <shrsOrPrnAmt>
            <sshPrnamt>99813</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>99813</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SMURFIT WESTROCK PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G8267P108</cusip>
        <value>9869052</value>
        <shrsOrPrnAmt>
            <sshPrnamt>247655</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>247655</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SNAP INC</nameOfIssuer>
        <titleOfClass>NOTE 0.500% 5/0</titleOfClass>
        <cusip>83304AAK2</cusip>
        <value>3061249</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3795000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>3795000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SNOWFLAKE INC</nameOfIssuer>
        <titleOfClass>NOTE 10/0</titleOfClass>
        <cusip>833445AD1</cusip>
        <value>15387687</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12600000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>12600000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SPOTIFY TECHNOLOGY S A</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>L8681T102</cusip>
        <value>7832751</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16153</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>16153</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SS&amp;C TECHNOLOGIES HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78467J100</cusip>
        <value>3513640</value>
        <shrsOrPrnAmt>
            <sshPrnamt>52000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>52000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STEEL DYNAMICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>858119100</cusip>
        <value>19756800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>109760</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>109760</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STONECO LTD</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>G85158106</cusip>
        <value>1835600</value>
        <shrsOrPrnAmt>
            <sshPrnamt>130000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>130000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STRATEGY INC</nameOfIssuer>
        <titleOfClass>NOTE 0.875% 3/1</titleOfClass>
        <cusip>594972AL5</cusip>
        <value>4981355</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5160000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5160000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STRATEGY INC</nameOfIssuer>
        <titleOfClass>NOTE 0.625% 9/1</titleOfClass>
        <cusip>594972AQ4</cusip>
        <value>5331879</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4842000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>4842000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STRYKER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>863667101</cusip>
        <value>2686223</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8175</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>8175</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SYNAPTICS INC</nameOfIssuer>
        <titleOfClass>NOTE 0.750%12/0</titleOfClass>
        <cusip>87157DAJ8</cusip>
        <value>6052431</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5879000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>5879000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SYSCO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871829107</cusip>
        <value>4566333</value>
        <shrsOrPrnAmt>
            <sshPrnamt>64017</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>64017</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAPESTRY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>876030107</cusip>
        <value>2822200</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>20000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TESLA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88160R101</cusip>
        <value>3073629</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8268</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>8268</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TETRA TECH INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88162G103</cusip>
        <value>2619295</value>
        <shrsOrPrnAmt>
            <sshPrnamt>86962</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>86962</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>883556102</cusip>
        <value>21867678</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44489</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>44489</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>872540109</cusip>
        <value>11970952</value>
        <shrsOrPrnAmt>
            <sshPrnamt>74959</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>74959</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TREX CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>89531P105</cusip>
        <value>436020</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11972</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>11972</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>90353T100</cusip>
        <value>14896559</value>
        <shrsOrPrnAmt>
            <sshPrnamt>207098</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>207098</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>NOTE 0.875%12/0</titleOfClass>
        <cusip>90353TAM2</cusip>
        <value>34766002</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28798000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>28798000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UGI CORP NEW</nameOfIssuer>
        <titleOfClass>NOTE 5.000% 6/0</titleOfClass>
        <cusip>902681AB1</cusip>
        <value>2487619</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1750000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1750000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ULTRA CLEAN HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>90385V107</cusip>
        <value>3196985</value>
        <shrsOrPrnAmt>
            <sshPrnamt>51415</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>51415</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UNITED RENTALS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>911363109</cusip>
        <value>7382498</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10133</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>10133</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UNITY SOFTWARE INC</nameOfIssuer>
        <titleOfClass>NOTE 11/1</titleOfClass>
        <cusip>91332UAB7</cusip>
        <value>3157790</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3243000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>3243000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERALTO CORP</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>92338C103</cusip>
        <value>11984977</value>
        <shrsOrPrnAmt>
            <sshPrnamt>135546</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>135546</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERISK ANALYTICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92345Y106</cusip>
        <value>14667296</value>
        <shrsOrPrnAmt>
            <sshPrnamt>77298</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>77298</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERTIV HOLDINGS CO</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>92537N108</cusip>
        <value>3996751</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15950</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>15950</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VIRTU FINL INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>928254101</cusip>
        <value>2528850</value>
        <shrsOrPrnAmt>
            <sshPrnamt>57500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>57500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VISA INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>92826C839</cusip>
        <value>3344286</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11065</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>11065</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WASTE MGMT INC DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>94106L109</cusip>
        <value>19025233</value>
        <shrsOrPrnAmt>
            <sshPrnamt>82794</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>82794</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WAYSTAR HLDG CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>946784105</cusip>
        <value>964400</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>40000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WEC ENERGY GROUP INC</nameOfIssuer>
        <titleOfClass>NOTE 4.375% 6/0</titleOfClass>
        <cusip>92939UAR7</cusip>
        <value>1750782</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1400000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>1400000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WHEATON PRECIOUS METALS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>962879102</cusip>
        <value>18628967</value>
        <shrsOrPrnAmt>
            <sshPrnamt>142195</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>142195</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>XPEL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>98379L100</cusip>
        <value>2263943</value>
        <shrsOrPrnAmt>
            <sshPrnamt>51151</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>51151</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>XYLEM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>98419M100</cusip>
        <value>10684973</value>
        <shrsOrPrnAmt>
            <sshPrnamt>89414</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>89414</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZEBRA TECHNOLOGIES CORPORATI</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>989207105</cusip>
        <value>5369174</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25680</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>25680</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZOETIS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>98978V103</cusip>
        <value>11004996</value>
        <shrsOrPrnAmt>
            <sshPrnamt>93097</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>93097</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZURN ELKAY WATER SOLNS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>98983L108</cusip>
        <value>1087460</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24252</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>OTR</investmentDiscretion>
        <votingAuthority>
            <Sole>24252</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
</informationTable>
