The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number:3235-0006
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Etsy IncCommon Stock29786A1066843,391SH SOLE 3,39100
HubSpot IncCommon Stock4435731001,0172,240SH SOLE 2,24000
Model N IncCommon Stock6075251022025,739SH SOLE 5,73900
Monolithic Power Systems IncCommon Stock6098391057852,223SH SOLE 2,22300
Novellus Systems IncConvertible Bonds670008AD31,40174,000PRN SOLE 0074,000
Spirit Realty Capital IncConvertible Bonds84860WAB84,7214,640,000PRN SOLE 004,640,000
Zendesk IncCommon Stock98936J1018906,712SH SOLE 6,71200
Silicon Laboratories IncCommon Stock8269191025243,712SH SOLE 3,71200
Wix.com LtdCommon StockM980681058993,220SH SOLE 3,22000
WELLPOINT INCConvertible Bonds94973VBG17,5681,510,000PRN SOLE 001,510,000
Prospect Capital CorpConvertible Bonds74348TAR3211205,000PRN SOLE 00205,000
ASGN IncCommon Stock00191U1028178,560SH SOLE 8,56000
Chegg IncCommon Stock16309210986810,130SH SOLE 10,13000
Farmland Partners IncCommon Stock31154R10931728,268SH SOLE 28,26800
Heron Therapeutics IncCommon Stock42774610270743,610SH SOLE 43,61000
Insulet CorpCommon Stock45784P1018563,280SH SOLE 3,28000
Ultragenyx Pharmaceutical IncCommon Stock90400D1084303,780SH SOLE 3,78000
TPG Specialty Lending IncConvertible Bonds87265KAD43,0102,780,000PRN SOLE 002,780,000
Denali Therapeutics IncCommon Stock24823R1053436,010SH SOLE 6,01000
Evo Payments IncCommon Stock26927E10470425,569SH SOLE 25,56900
Splunk IncCommon Stock8486371045634,155SH SOLE 4,15500
Microchip Technology IncConvertible Bonds595017AF15926,000PRN SOLE 0026,000
DocuSign IncCommon Stock2561631066963,440SH SOLE 3,44000
Euronet Worldwide IncCommon Stock2987361096364,601SH SOLE 4,60100
NuVasive IncCommon Stock67070410585413,025SH SOLE 13,02500
Alteryx IncCommon Stock02156B1035006,025SH SOLE 6,02500
New Mountain Finance CorpConvertible Bonds647551AC44,7514,550,000PRN SOLE 004,550,000
American Electric Power Co IncPreferred Stock0255371276,748139,829SH SOLE 139,82900
Dominion Resources Inc/VAPreferred Stock25746U1339,46695,775SH SOLE 95,77500
Pagseguro Digital LtdCommon StockG6870710177516,745SH SOLE 16,74500
Splunk IncConvertible Bonds848637AD6831705,000PRN SOLE 00705,000
Western Digital CorpConvertible Bonds958102AP018,13117,750,000PRN SOLE 0017,750,000
Southern Co/ThePreferred Stock84258760210,761211,292SH SOLE 211,29200
DexCom IncCommon Stock2521311076901,920SH SOLE 1,92000
HealthEquity IncCommon Stock42226A1074366,415SH SOLE 6,41500
Horizon Pharma PlcCommon StockG461881011,85320,128SH SOLE 20,12800
DocuSign IncConvertible Bonds256163AB21,876665,000PRN SOLE 00665,000
Meritor IncConvertible Bonds59001KAF712,64110,785,000PRN SOLE 0010,785,000
NextEra Energy IncPreferred Stock65339F79611,051192,490SH SOLE 192,49000
Stanley Black & Decker IncPreferred Stock85450284616,516139,991SH SOLE 139,99100
CRISPR Therapeutics AGCommon StockH171821082401,970SH SOLE 1,97000
Goosehead Insurance IncCommon Stock38267D1098648,065SH SOLE 8,06500
Iovance Biotherapeutics IncCommon Stock46226010043613,765SH SOLE 13,76500
Meritor IncCommon Stock59001K10044515,115SH SOLE 15,11500
Zscaler IncCommon Stock98980G1025433,165SH SOLE 3,16500
Euronet Worldwide IncConvertible Bonds298736AL314,25212,505,000PRN SOLE 0012,505,000
Fortive CorpConvertible Bonds34959JAK412,47612,305,000PRN SOLE 0012,305,000
Micron Technology IncConvertible Bonds595112AX11,677190,000PRN SOLE 00190,000
ServiceNow IncConvertible Bonds81762PAC65615,000PRN SOLE 0015,000
Workday IncConvertible Bonds98138HAF85230,000PRN SOLE 0030,000
SPDR Gold SharesETF78463V1071,2968,100SH SOLE 8,10000
DTE Energy CoPreferred Stock2333318429,361188,405SH SOLE 188,40500
NextEra Energy IncPreferred Stock65339F7704,78796,660SH SOLE 96,66000
CyberArk Software LtdCommon StockM2682V1083933,040SH SOLE 3,04000
10X Genomics IncCommon Stock88025U1098454,670SH SOLE 4,67000
ADAPTIVE BIOTECHNOLOGIES CORCommon Stock00650F10950912,645SH SOLE 12,64500
Beyond Meat IncCommon Stock08862E1092892,220SH SOLE 2,22000
Chewy IncCommon Stock16679L1095005,897SH SOLE 5,89700
Cloudflare IncCommon Stock18915M1071982,825SH SOLE 2,82500
Coupa Software IncCommon Stock22266L1065852,300SH SOLE 2,30000
Crowdstrike Holdings IncCommon Stock22788C1055883,220SH SOLE 3,22000
Evoqua Water Technologies CorpCommon Stock30057T10595036,107SH SOLE 36,10700
Fate Therapeutics IncCommon Stock31189P1024425,355SH SOLE 5,35500
Freshpet IncCommon Stock3580391059275,840SH SOLE 5,84000
Inovalon Holdings IncCommon Stock45781D10195133,035SH SOLE 33,03500
Lattice Semiconductor CorpCommon Stock51841510486619,225SH SOLE 19,22500
Tradeweb Markets IncCommon Stock8926721061,19416,135SH SOLE 16,13500
TriNet Group IncCommon Stock8962881075717,320SH SOLE 7,32000
Southwest Airlines CoConvertible Bonds844741BG214,9478,705,000PRN SOLE 008,705,000
Deckers Outdoor CorpCommon Stock2435371078562,590SH SOLE 2,59000
Equinox Gold CorpCommon Stock29446Y5028911,105SH SOLE 11,10500
Helen of Troy LtdCommon StockG4388N1067773,690SH SOLE 3,69000
Mirati Therapeutics IncCommon Stock60468T1054172,435SH SOLE 2,43500
ProofPoint IncCommon Stock7434241038806,995SH SOLE 6,99500
PROS Holdings IncCommon Stock74346Y1032746,440SH SOLE 6,44000
Qorvo IncCommon Stock74736K1015793,170SH SOLE 3,17000
RingCentral IncCommon Stock76680R2064231,420SH SOLE 1,42000
Alteryx IncConvertible Bonds02156BAF03,6594,050,000PRN SOLE 004,050,000
FireEye IncConvertible Bonds31816QAF87,9357,045,000PRN SOLE 007,045,000
Proofpoint IncConvertible Bonds743424AF06,4076,005,000PRN SOLE 006,005,000
FireEye IncCommon Stock31816Q10160330,790SH SOLE 30,79000
First Republic Bank/CACommon Stock33616C1001,2167,290SH SOLE 7,29000
ITT IncCommon Stock45073V1081,55317,085SH SOLE 17,08500
Keysight Technologies IncCommon Stock49338L1039166,385SH SOLE 6,38500
Microchip Technology IncCommon Stock5950171044723,040SH SOLE 3,04000
Power Integrations IncCommon Stock73927610385110,445SH SOLE 10,44500
SVB Financial GroupCommon Stock78486Q1018191,660SH SOLE 1,66000
Webster Financial CorpCommon Stock94789010983615,165SH SOLE 15,16500
CyberArk Software LtdConvertible Bonds23248VAB12,0411,890,000PRN SOLE 001,890,000
ON Semiconductor CorpConvertible Bonds682189AP02,4051,160,000PRN SOLE 001,160,000
Pacira BioSciences IncConvertible Bonds695127AD2569470,000PRN SOLE 00470,000
Insulet CorpConvertible Bonds45784PAK72,7282,052,000PRN SOLE 002,052,000
Priceline Group Inc/TheConvertible Bonds741503AX46,8045,805,000PRN SOLE 005,805,000
PROS Holdings IncConvertible Bonds74346YAH61,2451,240,000PRN SOLE 001,240,000
Shopify IncConvertible Bonds82509LAA54035,000PRN SOLE 0035,000
Ceridian HCM Holding IncCommon Stock15677J1083103,675SH SOLE 3,67500
Dover CorpCommon Stock2600031081,2479,090SH SOLE 9,09000
DraftKings IncCommon Stock26142R10467911,075SH SOLE 11,07500
East West Bancorp IncCommon Stock27579R1041,32117,900SH SOLE 17,90000
Emergent Biosolutions IncCommon Stock29089Q1054394,730SH SOLE 4,73000
Magnite IncCommon Stock55955D10051212,300SH SOLE 12,30000
Ping Identity Holding CorpCommon Stock72341T10332915,020SH SOLE 15,02000
Seer IncCommon Stock81578P1063506,995SH SOLE 6,99500
SPX FLOW IncCommon Stock78469X1071,10917,510SH SOLE 17,51000
Synaptics IncCommon Stock87157D1099016,655SH SOLE 6,65500
Vertix Holdings CoCommon Stock92537N10843621,800SH SOLE 21,80000
Ares Capital CorpConvertible Bonds04010LAW313,74112,640,000PRN SOLE 0012,640,000
Illumina IncConvertible Bonds452327AK52,7522,320,000PRN SOLE 002,320,000
RingCentral IncConvertible Bonds76680RAF43,7093,385,000PRN SOLE 003,385,000
Synaptics IncConvertible Bonds87157DAD12,1291,155,000PRN SOLE 001,155,000
Tabula Rasa HealthCare IncConvertible Bonds873379AA91,5941,576,000PRN SOLE 001,576,000
10X Genomics IncCommon Stock88025U1092671,475SH OTR101,4750
ADAPTIVE BIOTECHNOLOGIES CORCommon Stock00650F1091704,217SH OTR104,2170
ASGN IncCommon Stock00191U1024414,620SH OTR104,6200
Beyond Meat IncCommon Stock08862E10970540SH OTR105400
Ceridian HCM Holding IncCommon Stock15677J108841,000SH OTR101,0000
Chegg IncCommon Stock1630921092963,457SH OTR103,4570
Chewy IncCommon Stock16679L109330SH OTR10300
Coupa Software IncCommon Stock22266L106162635SH OTR106350
CRISPR Therapeutics AGCommon StockH17182108101825SH OTR108250
Crowdstrike Holdings IncCommon Stock22788C1051871,025SH OTR101,0250
CyberArk Software LtdCommon StockM2682V10891700SH OTR107000
CyberArk Software LtdConvertible Bonds23248VAB1217200,000PRN OTR100200,000
Deckers Outdoor CorpCommon Stock243537107135410SH OTR104100
Denali Therapeutics IncCommon Stock24823R105891,550SH OTR101,5500
DexCom IncCommon Stock252131107344956SH OTR109560
DocuSign IncCommon Stock256163106158780SH OTR107800
Dover CorpCommon Stock2600031085704,160SH OTR104,1600
DraftKings IncCommon Stock26142R1043395,535SH OTR105,5350
East West Bancorp IncCommon Stock27579R1047259,825SH OTR109,8250
Euronet Worldwide IncConvertible Bonds298736AL3423370,000PRN OTR100370,000
Emergent Biosolutions IncCommon Stock29089Q1051511,620SH OTR101,6200
Equinox Gold CorpCommon Stock29446Y50243454,300SH OTR1054,3000
Etsy IncCommon Stock29786A1063021,496SH OTR101,4960
Euronet Worldwide IncCommon Stock2987361092351,700SH OTR101,7000
Evo Payments IncCommon Stock26927E1042619,500SH OTR109,5000
Evoqua Water Technologies CorpCommon Stock30057T10548018,232SH OTR1018,2320
Fate Therapeutics IncCommon Stock31189P1021181,437SH OTR101,4370
FireEye IncCommon Stock31816Q1011809,200SH OTR109,2000
First Republic Bank/CACommon Stock33616C1006914,145SH OTR104,1450
Freshpet IncCommon Stock3580391053872,435SH OTR102,4350
Goosehead Insurance IncCommon Stock38267D1093283,060SH OTR103,0600
HealthEquity IncCommon Stock42226A1071922,820SH OTR102,8200
Helen of Troy LtdCommon StockG4388N1063151,495SH OTR101,4950
Horizon Pharma PlcCommon StockG461881015275,725SH OTR105,7250
HubSpot IncCommon Stock443573100352774SH OTR107740
Inovalon Holdings IncCommon Stock45781D10142014,600SH OTR1014,6000
Insulet CorpCommon Stock45784P1014271,637SH OTR101,6370
Iovance Biotherapeutics IncCommon Stock4622601001133,561SH OTR103,5610
ITT IncCommon Stock45073V1085696,260SH OTR106,2600
Keysight Technologies IncCommon Stock49338L1035013,495SH OTR103,4950
Lattice Semiconductor CorpCommon Stock5184151043357,433SH OTR107,4330
Microchip Technology IncCommon Stock5950171043992,570SH OTR102,5700
Mirati Therapeutics IncCommon Stock60468T105155905SH OTR109050
Monolithic Power Systems IncCommon Stock609839105335948SH OTR109480
Meritor IncConvertible Bonds59001KAF7415360,000PRN OTR100360,000
NuVasive IncCommon Stock6707041053745,700SH OTR105,7000
Pagseguro Digital LtdCommon StockG687071011854,000SH OTR104,0000
Pacira BioSciences IncConvertible Bonds695127AD2412340,000PRN OTR100340,000
Ping Identity Holding CorpCommon Stock72341T1031858,440SH OTR108,4400
Power Integrations IncCommon Stock7392761034715,780SH OTR105,7800
ProofPoint IncCommon Stock7434241033843,050SH OTR103,0500
Qorvo IncCommon Stock74736K1012101,150SH OTR101,1500
RingCentral IncCommon Stock76680R206203680SH OTR106800
Seer IncCommon Stock81578P106651,300SH OTR101,3000
Silicon Laboratories IncCommon Stock8269191021831,296SH OTR101,2960
SPDR Gold SharesETF78463V1071761,100SH OTR101,1000
SPX FLOW IncCommon Stock78469X1075188,180SH OTR108,1800
SVB Financial GroupCommon Stock78486Q101274555SH OTR105550
Synaptics IncCommon Stock87157D1094443,275SH OTR103,2750
Tradeweb Markets IncCommon Stock8926721064586,185SH OTR106,1850
TriNet Group IncCommon Stock8962881072022,590SH OTR102,5900
Ultragenyx Pharmaceutical IncCommon Stock90400D1082261,985SH OTR101,9850
Vertix Holdings CoCommon Stock92537N1081929,600SH OTR109,6000
Webster Financial CorpCommon Stock9478901094608,345SH OTR108,3450
Wix.com LtdCommon StockM980681053631,299SH OTR101,2990
Zendesk IncCommon Stock98936J1012041,540SH OTR101,5400