COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 |
| | | VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY |
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
8POINT3 ENERGY PARTNERS LP | CL A RPT LTDPT | 282539105 | 20,167 | 1,553,700 | SH | | SOLE | | 1,553,700 | 0 | 0 |
ABB LTD | SPONSORED ADR | 000375204 | 895 | 42,500 | SH | | SOLE | | 42,500 | 0 | 0 |
ABBVIE INC | COM | 00287Y109 | 52,626 | 840,400 | SH | | SOLE | | 840,400 | 0 | 0 |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 9,653 | 334,700 | SH | | SOLE | | 334,700 | 0 | 0 |
ACCELERON PHARMA INC | COM | 00434H108 | 10,946 | 428,900 | SH | | SOLE | | 428,900 | 0 | 0 |
ACCURAY INC | COM | 004397105 | 1,409 | 306,200 | SH | | SOLE | | 306,200 | 0 | 0 |
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 5,971 | 220,000 | SH | | SOLE | | 220,000 | 0 | 0 |
ACUITY BRANDS INC | COM | 00508Y102 | 23,086 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 12,552 | 300,800 | SH | | SOLE | | 300,800 | 0 | 0 |
AIRCASTLE LTD | COM | G0129K104 | 8,936 | 428,600 | SH | | SOLE | | 428,600 | 0 | 0 |
ALDER BIOPHARMACEUTICALS INC | COM | 014339105 | 4,472 | 215,000 | SH | | SOLE | | 215,000 | 0 | 0 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 3,370 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
AMERIGAS PARTNERS L P | UNIT L P INT | 030975106 | 618 | 12,900 | SH | | SOLE | | 12,900 | 0 | 0 |
APPLIED GENETIC TECHNOL CORP | COM | 03820J100 | 2,610 | 279,100 | SH | | SOLE | | 279,100 | 0 | 0 |
AQUINOX PHARMACEUTICALS INC | COM | 03842B101 | 2,889 | 175,000 | SH | | SOLE | | 175,000 | 0 | 0 |
ARROW ELECTRS INC | COM | 042735100 | 21,034 | 295,000 | SH | | SOLE | | 295,000 | 0 | 0 |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 4,635 | 229,000 | SH | | SOLE | | 229,000 | 0 | 0 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 22,440 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
ATHENAHEALTH INC | COM | 04685W103 | 21,160 | 201,200 | SH | | SOLE | | 201,200 | 0 | 0 |
ATLANTICA YIELD PLC | SHS | G0751N103 | 17,318 | 895,000 | SH | | SOLE | | 895,000 | 0 | 0 |
ATRICURE INC | COM | 04963C209 | 3,523 | 180,000 | SH | | SOLE | | 180,000 | 0 | 0 |
AUDENTES THERAPEUTICS INC | COM | 05070R104 | 4,111 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
BELLICUM PHARMACEUTICALS INC | COM | 079481107 | 3,405 | 250,000 | SH | | SOLE | | 250,000 | 0 | 0 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 6,213 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
BLACKROCK TAX MUNICPAL BD TR | SHS | 09248X100 | 302 | 14,000 | SH | | SOLE | | 14,000 | 0 | 0 |
BLUEBIRD BIO INC | COM | 09609G100 | 36,260 | 587,677 | SH | | SOLE | | 587,677 | 0 | 0 |
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 7,433 | 265,000 | SH | | SOLE | | 265,000 | 0 | 0 |
BORGWARNER INC | COM | 099724106 | 17,354 | 440,000 | SH | | SOLE | | 440,000 | 0 | 0 |
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 1,024 | 62,000 | SH | | SOLE | | 62,000 | 0 | 0 |
BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | 384 | 11,462 | SH | | SOLE | | 11,462 | 0 | 0 |
BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | G16258108 | 1,411 | 47,500 | SH | | SOLE | | 47,500 | 0 | 0 |
BUNGE LIMITED | COM | G16962105 | 556 | 7,700 | SH | | SOLE | | 7,700 | 0 | 0 |
CASTLIGHT HEALTH INC | CL B | 14862Q100 | 5,792 | 1,170,000 | SH | | SOLE | | 1,170,000 | 0 | 0 |
CELGENE CORP | COM | 151020104 | 35,338 | 305,300 | SH | | SOLE | | 305,300 | 0 | 0 |
CERNER CORP | COM | 156782104 | 5,125 | 108,200 | SH | | SOLE | | 108,200 | 0 | 0 |
CIDARA THERAPEUTICS INC | COM | 171757107 | 2,746 | 264,000 | SH | | SOLE | | 264,000 | 0 | 0 |
CIRRUS LOGIC INC | COM | 172755100 | 28,270 | 500,000 | SH | | SOLE | | 500,000 | 0 | 0 |
COHERUS BIOSCIENCES INC | COM | 19249H103 | 4,082 | 145,000 | SH | | SOLE | | 145,000 | 0 | 0 |
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 32,351 | 2,077,751 | SH | | SOLE | | 2,077,751 | 0 | 0 |
COLUMBIA PIPELINE PARTNERS L | COM UT REPSTG | 198281107 | 772 | 45,000 | SH | | SOLE | | 45,000 | 0 | 0 |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 26,578 | 306,300 | SH | | SOLE | | 306,300 | 0 | 0 |
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 25,025 | 550,000 | SH | | SOLE | | 550,000 | 0 | 0 |
CYTOMX THERAPEUTICS INC | COM | 23284F105 | 1,649 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
DBV TECHNOLOGIES S A | SPONSORED ADR | 23306J101 | 8,768 | 249,600 | SH | | SOLE | | 249,600 | 0 | 0 |
DICERNA PHARMACEUTICALS INC | COM | 253031108 | 1,086 | 377,000 | SH | | SOLE | | 377,000 | 0 | 0 |
EATON CORP PLC | SHS | G29183103 | 436 | 6,500 | SH | | SOLE | | 6,500 | 0 | 0 |
EPIZYME INC | COM | 29428V104 | 3,328 | 275,000 | SH | | SOLE | | 275,000 | 0 | 0 |
ERICSSON | ADR B SEK 10 | 294821608 | 280 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
ESSA PHARMA INC | COM | 29668H104 | 5,265 | 2,719,410 | SH | | SOLE | | 2,719,410 | 0 | 0 |
EXTRA SPACE STORAGE INC | COM | 30225T102 | 6,295 | 81,500 | SH | | SOLE | | 81,500 | 0 | 0 |
FIRST HAWAIIAN INC | COM | 32051X108 | 400 | 11,500 | SH | | SOLE | | 11,500 | 0 | 0 |
FIVE PRIME THERAPEUTICS INC | COM | 33830X104 | 40,589 | 810,000 | SH | | SOLE | | 810,000 | 0 | 0 |
GALAPAGOS NV | SPON ADR | 36315X101 | 3,338 | 52,000 | SH | | SOLE | | 52,000 | 0 | 0 |
GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 2,384 | 165,000 | SH | | SOLE | | 165,000 | 0 | 0 |
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 7,096 | 63,500 | SH | | SOLE | | 63,500 | 0 | 0 |
HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 13,084 | 689,000 | SH | | SOLE | | 689,000 | 0 | 0 |
HERCULES CAPITAL INC | COM | 427096508 | 1,496 | 106,000 | SH | | SOLE | | 106,000 | 0 | 0 |
HERON THERAPEUTICS INC | COM | 427746102 | 2,948 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
HONDA MOTOR LTD | AMERN SHS | 438128308 | 1,065 | 36,500 | SH | | SOLE | | 36,500 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 4,011 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
INPHI CORP | COM | 45772F107 | 35,656 | 799,100 | SH | | SOLE | | 799,100 | 0 | 0 |
INSTRUCTURE INC | COM | 45781U103 | 13,099 | 670,000 | SH | | SOLE | | 670,000 | 0 | 0 |
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 24,660 | 1,046,700 | SH | | SOLE | | 1,046,700 | 0 | 0 |
JOHNSON CTLS INTL PLC | SHS | G51502105 | 1,227 | 29,800 | SH | | SOLE | | 29,800 | 0 | 0 |
JUNO THERAPEUTICS INC | COM | 48205A109 | 1,697 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
KAR AUCTION SVCS INC | COM | 48238T109 | 38,358 | 900,000 | SH | | SOLE | | 900,000 | 0 | 0 |
KITE PHARMA INC | COM | 49803L109 | 5,740 | 128,000 | SH | | SOLE | | 128,000 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 34,838 | 329,500 | SH | | SOLE | | 329,500 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 46,330 | 350,000 | SH | | SOLE | | 350,000 | 0 | 0 |
LEXINGTON REALTY TRUST | COM | 529043101 | 443 | 41,000 | SH | | SOLE | | 41,000 | 0 | 0 |
LIBERTY PPTY TR | SH BEN INT | 531172104 | 510 | 12,900 | SH | | SOLE | | 12,900 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 40,183 | 565,000 | SH | | SOLE | | 565,000 | 0 | 0 |
LOXO ONCOLOGY INC | COM | 548862101 | 23,765 | 740,000 | SH | | SOLE | | 740,000 | 0 | 0 |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 58,824 | 720,000 | SH | | SOLE | | 720,000 | 0 | 0 |
MACROGENICS INC | COM | 556099109 | 14,835 | 725,800 | SH | | SOLE | | 725,800 | 0 | 0 |
MAGNA INTL INC | COM | 559222401 | 32,129 | 740,300 | SH | | SOLE | | 740,300 | 0 | 0 |
MASONITE INTL CORP NEW | COM | 575385109 | 19,823 | 301,260 | SH | | SOLE | | 301,260 | 0 | 0 |
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 33,309 | 873,800 | SH | | SOLE | | 873,800 | 0 | 0 |
NATUS MEDICAL INC DEL | COM | 639050103 | 2,610 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 4,838 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 20,151 | 789,000 | SH | | SOLE | | 789,000 | 0 | 0 |
NORFOLK SOUTHERN CORP | COM | 655844108 | 292 | 2,700 | SH | | SOLE | | 2,700 | 0 | 0 |
NOVAVAX INC | COM | 670002104 | 1,827 | 1,449,700 | SH | | SOLE | | 1,449,700 | 0 | 0 |
NRG YIELD INC | CL C | 62942X405 | 1,027 | 65,000 | SH | | SOLE | | 65,000 | 0 | 0 |
ONCOMED PHARMACEUTICALS INC | COM | 68234X102 | 1,465 | 190,000 | SH | | SOLE | | 190,000 | 0 | 0 |
PALO ALTO NETWORKS INC | COM | 697435105 | 13,130 | 105,000 | SH | | SOLE | | 105,000 | 0 | 0 |
PATTERN ENERGY GROUP INC | CL A | 70338P100 | 16,730 | 881,000 | SH | | SOLE | | 881,000 | 0 | 0 |
PROOFPOINT INC | COM | 743424103 | 27,200 | 385,000 | SH | | SOLE | | 385,000 | 0 | 0 |
PROTEOSTASIS THERAPEUTICS IN | COM | 74373B109 | 2,697 | 220,000 | SH | | SOLE | | 220,000 | 0 | 0 |
PROTHENA CORP PLC | SHS | G72800108 | 5,903 | 120,000 | SH | | SOLE | | 120,000 | 0 | 0 |
REPLIGEN CORP | COM | 759916109 | 3,390 | 110,000 | SH | | SOLE | | 110,000 | 0 | 0 |
ROLLINS INC | COM | 775711104 | 19,930 | 590,000 | SH | | SOLE | | 590,000 | 0 | 0 |
SAGE THERAPEUTICS INC | COM | 78667J108 | 8,680 | 170,000 | SH | | SOLE | | 170,000 | 0 | 0 |
SEATTLE GENETICS INC | COM | 812578102 | 29,551 | 560,000 | SH | | SOLE | | 560,000 | 0 | 0 |
SNAP ON INC | COM | 833034101 | 27,403 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
SPARK THERAPEUTICS INC | COM | 84652J103 | 7,485 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
SPECTRA ENERGY PARTNERS LP | COM | 84756N109 | 1,604 | 35,000 | SH | | SOLE | | 35,000 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 25,575 | 500,000 | SH | | SOLE | | 500,000 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 33,801 | 950,000 | SH | | SOLE | | 950,000 | 0 | 0 |
STEMLINE THERAPEUTICS INC | COM | 85858C107 | 9,110 | 851,400 | SH | | SOLE | | 851,400 | 0 | 0 |
SUNOPTA INC | COM | 8676EP108 | 27,020 | 3,832,600 | SH | | SOLE | | 3,832,600 | 0 | 0 |
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 11,236 | 445,000 | SH | | SOLE | | 445,000 | 0 | 0 |
SYROS PHARMACEUTICALS INC | COM | 87184Q107 | 1,824 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 1,107 | 38,500 | SH | | SOLE | | 38,500 | 0 | 0 |
TANDEM DIABETES CARE INC | COM | 875372104 | 591 | 275,000 | SH | | SOLE | | 275,000 | 0 | 0 |
TERRAFORM GLOBAL INC | CL A | 88104M101 | 221 | 56,000 | SH | | SOLE | | 56,000 | 0 | 0 |
TESARO INC | COM | 881569107 | 8,741 | 65,000 | SH | | SOLE | | 65,000 | 0 | 0 |
TESLA MTRS INC | COM | 88160R101 | 8,548 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
TETRAPHASE PHARMACEUTICALS I | COM | 88165N105 | 2,418 | 600,000 | SH | | SOLE | | 600,000 | 0 | 0 |
TG THERAPEUTICS INC | COM | 88322Q108 | 2,500 | 537,600 | SH | | SOLE | | 537,600 | 0 | 0 |
TIGENIX | SPONSORED ADS | 88675R109 | 1,458 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
TRACON PHARMACEUTICALS INC | COM | 89237H100 | 4,241 | 865,526 | SH | | SOLE | | 865,526 | 0 | 0 |
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 6,145 | 87,400 | SH | | SOLE | | 87,400 | 0 | 0 |
VENTAS INC | COM | 92276F100 | 375 | 6,000 | SH | | SOLE | | 6,000 | 0 | 0 |
VERACYTE INC | COM | 92337F107 | 17,430 | 2,252,000 | SH | | SOLE | | 2,252,000 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 2,549 | 34,600 | SH | | SOLE | | 34,600 | 0 | 0 |
VOYAGER THERAPEUTICS INC | COM | 92915B106 | 3,822 | 300,000 | SH | | SOLE | | 300,000 | 0 | 0 |
WABCO HLDGS INC | COM | 92927K102 | 27,132 | 255,600 | SH | | SOLE | | 255,600 | 0 | 0 |
WABTEC CORP | COM | 929740108 | 13,283 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
WASTE CONNECTIONS INC | COM | 94106B101 | 13,753 | 175,000 | SH | | SOLE | | 175,000 | 0 | 0 |
WATSCO INC | COM | 942622200 | 13,331 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
WAVE LIFE SCIENCES LTD | SHS | Y95308105 | 10,032 | 383,630 | SH | | SOLE | | 383,630 | 0 | 0 |
WAYFAIR INC | CL A | 94419L101 | 12,268 | 350,000 | SH | | SOLE | | 350,000 | 0 | 0 |
WELLTOWER INC | COM | 95040Q104 | 335 | 5,000 | SH | | SOLE | | 5,000 | 0 | 0 |
WESTPAC BKG CORP | SPONSORED ADR | 961214301 | 387 | 16,500 | SH | | SOLE | | 16,500 | 0 | 0 |
XENCOR INC | COM | 98401F105 | 9,054 | 344,000 | SH | | SOLE | | 344,000 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 48,771 | 1,130,000 | SH | | SOLE | | 1,130,000 | 0 | 0 |
ZOSANO PHARMA CORP | COM | 98979H103 | 212 | 272,000 | SH | | SOLE | | 272,000 | 0 | 0 |