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 | 21,923 | 1,458,600 | SH | | SOLE | 0 | 1,458,600 | 0 | 0 |
ABB LTD | SPONSORED ADR | 000375204 | 1,980 | 80,000 | SH | | SOLE | 0 | 80,000 | 0 | 0 |
ABBVIE INC | COM | 00287Y109 | 49,273 | 554,500 | SH | | SOLE | 0 | 554,500 | 0 | 0 |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 12,608 | 334,700 | SH | | SOLE | 0 | 334,700 | 0 | 0 |
ACCELERON PHARMA INC | COM | 00434H108 | 24,404 | 653,900 | SH | | SOLE | 0 | 653,900 | 0 | 0 |
ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 3,817 | 850,000 | SH | | SOLE | 0 | 850,000 | 0 | 0 |
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 3,613 | 140,000 | SH | | SOLE | 0 | 140,000 | 0 | 0 |
ACORDA THERAPEUTICS INC | NOTE | 00484MAA4 | 363 | 400,000 | PRN | | SOLE | 0 | 400,000 | 0 | 0 |
ACUITY BRANDS INC | COM | 00508Y102 | 343 | 2,000 | SH | | SOLE | 0 | 2,000 | 0 | 0 |
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 14,285 | 214,000 | SH | | SOLE | 0 | 214,000 | 0 | 0 |
AIMMUNE THERAPEUTICS INC | COM | 00900T107 | 25,534 | 1,030,000 | SH | | SOLE | 0 | 1,030,000 | 0 | 0 |
AKCEA THERAPEUTICS INC | COM | 00972L107 | 11,621 | 420,000 | SH | | SOLE | 0 | 420,000 | 0 | 0 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 10,574 | 90,000 | SH | | SOLE | 0 | 90,000 | 0 | 0 |
AMERIGAS PARTNERS L P | UNIT L P INT | 030975106 | 1,101 | 24,500 | SH | | SOLE | 0 | 24,500 | 0 | 0 |
AQUINOX PHARMACEUTICALS INC | COM | 03842B101 | 2,483 | 175,000 | SH | | SOLE | 0 | 175,000 | 0 | 0 |
ARROW ELECTRS INC | COM | 042735100 | 23,721 | 295,000 | SH | | SOLE | 0 | 295,000 | 0 | 0 |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 43,665 | 1,204,540 | SH | | SOLE | 0 | 1,204,540 | 0 | 0 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 29,446 | 172,000 | SH | | SOLE | 0 | 172,000 | 0 | 0 |
ATHENAHEALTH INC | COM | 04685W103 | 4,601 | 37,000 | SH | | SOLE | 0 | 37,000 | 0 | 0 |
ATLANTICA YIELD PLC | SHS | G0751N103 | 15,918 | 808,000 | SH | | SOLE | 0 | 808,000 | 0 | 0 |
ATRICURE INC | COM | 04963C209 | 4,027 | 180,000 | SH | | SOLE | 0 | 180,000 | 0 | 0 |
AUDENTES THERAPEUTICS INC | COM | 05070R104 | 6,302 | 225,000 | SH | | SOLE | 0 | 225,000 | 0 | 0 |
AVEXIS INC | COM | 05366U100 | 32,843 | 339,529 | SH | | SOLE | 0 | 339,529 | 0 | 0 |
BIOCRYST PHARMACEUTICALS | COM | 09058V103 | 1,520 | 290,000 | SH | | SOLE | 0 | 290,000 | 0 | 0 |
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 1,990 | 53,240 | SH | | SOLE | 0 | 53,240 | 0 | 0 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 6,980 | 75,000 | SH | | SOLE | 0 | 75,000 | 0 | 0 |
BLUEBIRD BIO INC | COM | 09609G100 | 56,588 | 412,000 | SH | | SOLE | 0 | 412,000 | 0 | 0 |
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 16,442 | 236,000 | SH | | SOLE | 0 | 236,000 | 0 | 0 |
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 1,382 | 79,000 | SH | | SOLE | 0 | 79,000 | 0 | 0 |
BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | G16258108 | 1,676 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
BUNGE LIMITED | COM | G16962105 | 938 | 13,500 | SH | | SOLE | 0 | 13,500 | 0 | 0 |
CELGENE CORP | COM | 151020104 | 39,998 | 274,300 | SH | | SOLE | 0 | 274,300 | 0 | 0 |
CERNER CORP | COM | 156782104 | 7,717 | 108,200 | SH | | SOLE | 0 | 108,200 | 0 | 0 |
CIDARA THERAPEUTICS INC | COM | 171757107 | 2,138 | 264,000 | SH | | SOLE | 0 | 264,000 | 0 | 0 |
CIRRUS LOGIC INC | COM | 172755100 | 19,728 | 370,000 | SH | | SOLE | 0 | 370,000 | 0 | 0 |
CLEMENTIA PHARMACEUTICALS IN | COM | 185575107 | 1,013 | 60,000 | SH | | SOLE | 0 | 60,000 | 0 | 0 |
COHERUS BIOSCIENCES INC | COM | 19249H103 | 1,936 | 145,000 | SH | | SOLE | 0 | 145,000 | 0 | 0 |
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 23,158 | 2,207,610 | SH | | SOLE | 0 | 2,207,610 | 0 | 0 |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 30,694 | 307,000 | SH | | SOLE | 0 | 307,000 | 0 | 0 |
CROWN CASTLE INTL CORP NEW | 6.875% CON PFD A | 22822V309 | 641 | 600 | SH | | SOLE | 0 | 600 | 0 | 0 |
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 14,022 | 342,000 | SH | | SOLE | 0 | 342,000 | 0 | 0 |
DBV TECHNOLOGIES S A | SPONSORED ADR | 23306J101 | 7,215 | 170,000 | SH | | SOLE | 0 | 170,000 | 0 | 0 |
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 15,547 | 158,000 | SH | | SOLE | 0 | 158,000 | 0 | 0 |
DERMIRA INC | COM | 24983L104 | 3,348 | 124,000 | SH | | SOLE | 0 | 124,000 | 0 | 0 |
DICERNA PHARMACEUTICALS INC | COM | 253031108 | 2,168 | 377,000 | SH | | SOLE | 0 | 377,000 | 0 | 0 |
EATON CORP PLC | SHS | G29183103 | 806 | 10,500 | SH | | SOLE | 0 | 10,500 | 0 | 0 |
ELLIE MAE INC | COM | 28849P100 | 19,875 | 242,000 | SH | | SOLE | 0 | 242,000 | 0 | 0 |
EPIZYME INC | COM | 29428V104 | 5,239 | 275,000 | SH | | SOLE | 0 | 275,000 | 0 | 0 |
ERICSSON | ADR B SEK 10 | 294821608 | 604 | 105,000 | SH | | SOLE | 0 | 105,000 | 0 | 0 |
ESSA PHARMA INC | COM | 29668H104 | 699 | 2,719,410 | SH | | SOLE | 0 | 2,719,410 | 0 | 0 |
EXACT SCIENCES CORP | COM | 30063P105 | 4,712 | 100,000 | SH | | SOLE | 0 | 100,000 | 0 | 0 |
EXTRA SPACE STORAGE INC | COM | 30225T102 | 6,553 | 82,000 | SH | | SOLE | 0 | 82,000 | 0 | 0 |
FIRST HAWAIIAN INC | COM | 32051X108 | 1,590 | 52,500 | SH | | SOLE | 0 | 52,500 | 0 | 0 |
FIVE PRIME THERAPEUTICS INC | COM | 33830X104 | 24,587 | 601,000 | SH | | SOLE | 0 | 601,000 | 0 | 0 |
FIVE9 INC | COM | 338307101 | 13,766 | 576,000 | SH | | SOLE | 0 | 576,000 | 0 | 0 |
GALAPAGOS NV | SPON ADR | 36315X101 | 5,291 | 52,000 | SH | | SOLE | 0 | 52,000 | 0 | 0 |
GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 5,900 | 190,000 | SH | | SOLE | 0 | 190,000 | 0 | 0 |
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 6,445 | 63,500 | SH | | SOLE | 0 | 63,500 | 0 | 0 |
HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 17,181 | 705,000 | SH | | SOLE | 0 | 705,000 | 0 | 0 |
HANNON ARMSTRONG SUST INFR C | NOTE | 41068XAB6 | 1,297 | 1,250,000 | PRN | | SOLE | 0 | 1,250,000 | 0 | 0 |
HONDA MOTOR LTD | AMERN SHS | 438128308 | 1,537 | 52,000 | SH | | SOLE | 0 | 52,000 | 0 | 0 |
HUBSPOT INC | COM | 443573100 | 17,482 | 208,000 | SH | | SOLE | 0 | 208,000 | 0 | 0 |
IGNYTA INC | COM | 451731103 | 4,248 | 344,000 | SH | | SOLE | 0 | 344,000 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 4,670 | 40,000 | SH | | SOLE | 0 | 40,000 | 0 | 0 |
INPHI CORP | COM | 45772F107 | 22,028 | 555,000 | SH | | SOLE | 0 | 555,000 | 0 | 0 |
INSTRUCTURE INC | COM | 45781U103 | 27,912 | 842,000 | SH | | SOLE | 0 | 842,000 | 0 | 0 |
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 21,955 | 826,000 | SH | | SOLE | 0 | 826,000 | 0 | 0 |
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 3,028 | 192,000 | SH | | SOLE | 0 | 192,000 | 0 | 0 |
JOHNSON CTLS INTL PLC | SHS | G51502105 | 1,853 | 46,000 | SH | | SOLE | 0 | 46,000 | 0 | 0 |
KALA PHARMACEUTICALS INC | COM | 483119103 | 1,370 | 60,000 | SH | | SOLE | 0 | 60,000 | 0 | 0 |
KALVISTA PHARMACEUTICALS INC | COM | 483497103 | 2,637 | 396,000 | SH | | SOLE | 0 | 396,000 | 0 | 0 |
KAR AUCTION SVCS INC | COM | 48238T109 | 27,546 | 577,000 | SH | | SOLE | 0 | 577,000 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 42,004 | 227,000 | SH | | SOLE | 0 | 227,000 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 31,847 | 184,000 | SH | | SOLE | 0 | 184,000 | 0 | 0 |
LEXINGTON REALTY TRUST | COM | 529043101 | 562 | 55,000 | SH | | SOLE | 0 | 55,000 | 0 | 0 |
LIBERTY PPTY TR | SH BEN INT | 531172104 | 493 | 12,000 | SH | | SOLE | 0 | 12,000 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 45,166 | 565,000 | SH | | SOLE | 0 | 565,000 | 0 | 0 |
LOXO ONCOLOGY INC | COM | 548862101 | 26,254 | 285,000 | SH | | SOLE | 0 | 285,000 | 0 | 0 |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 52,771 | 731,100 | SH | | SOLE | 0 | 731,100 | 0 | 0 |
MACROGENICS INC | COM | 556099109 | 2,717 | 147,000 | SH | | SOLE | 0 | 147,000 | 0 | 0 |
MAGNA INTL INC | COM | 559222401 | 32,482 | 608,500 | SH | | SOLE | 0 | 608,500 | 0 | 0 |
MASONITE INTL CORP NEW | COM | 575385109 | 15,570 | 225,000 | SH | | SOLE | 0 | 225,000 | 0 | 0 |
MYOKARDIA INC | COM | 62857M105 | 3,128 | 73,000 | SH | | SOLE | 0 | 73,000 | 0 | 0 |
MYOVANT SCIENCES LTD | COM | G637AM102 | 8,509 | 550,000 | SH | | SOLE | 0 | 550,000 | 0 | 0 |
NATUS MEDICAL INC DEL | COM | 639050103 | 2,813 | 75,000 | SH | | SOLE | 0 | 75,000 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 7,660 | 125,000 | SH | | SOLE | 0 | 125,000 | 0 | 0 |
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 31,910 | 792,000 | SH | | SOLE | 0 | 792,000 | 0 | 0 |
NRG YIELD INC | CL C | 62942X405 | 1,370 | 71,000 | SH | | SOLE | 0 | 71,000 | 0 | 0 |
PALO ALTO NETWORKS INC | COM | 697435105 | 9,997 | 69,372 | SH | | SOLE | 0 | 69,372 | 0 | 0 |
PATTERN ENERGY GROUP INC | CL A | 70338P100 | 21,570 | 895,000 | SH | | SOLE | 0 | 895,000 | 0 | 0 |
PAYCOM SOFTWARE INC | COM | 70432V102 | 1,378 | 18,382 | SH | | SOLE | 0 | 18,382 | 0 | 0 |
PROOFPOINT INC | COM | 743424103 | 13,781 | 158,000 | SH | | SOLE | 0 | 158,000 | 0 | 0 |
PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 2,209 | 125,000 | SH | | SOLE | 0 | 125,000 | 0 | 0 |
PROTHENA CORP PLC | SHS | G72800108 | 7,772 | 120,000 | SH | | SOLE | 0 | 120,000 | 0 | 0 |
PTC THERAPEUTICS INC | COM | 69366J200 | 1,365 | 68,200 | SH | | SOLE | 0 | 68,200 | 0 | 0 |
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 2,395 | 20,000 | SH | | SOLE | 0 | 20,000 | 0 | 0 |
RA PHARMACEUTICALS INC | COM | 74933V108 | 1,460 | 100,000 | SH | | SOLE | 0 | 100,000 | 0 | 0 |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 3,353 | 7,500 | SH | | SOLE | 0 | 7,500 | 0 | 0 |
REPLIGEN CORP | COM | 759916109 | 4,215 | 110,000 | SH | | SOLE | 0 | 110,000 | 0 | 0 |
SAGE THERAPEUTICS INC | COM | 78667J108 | 9,906 | 159,000 | SH | | SOLE | 0 | 159,000 | 0 | 0 |
SAREPTA THERAPEUTICS INC | COM | 803607100 | 7,303 | 161,000 | SH | | SOLE | 0 | 161,000 | 0 | 0 |
SEATTLE GENETICS INC | COM | 812578102 | 28,565 | 525,000 | SH | | SOLE | 0 | 525,000 | 0 | 0 |
SNAP ON INC | COM | 833034101 | 24,363 | 163,500 | SH | | SOLE | 0 | 163,500 | 0 | 0 |
SPARK THERAPEUTICS INC | COM | 84652J103 | 28,888 | 324,000 | SH | | SOLE | 0 | 324,000 | 0 | 0 |
SPECTRA ENERGY PARTNERS LP | COM | 84756N109 | 2,219 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 21,988 | 331,000 | SH | | SOLE | 0 | 331,000 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 30,023 | 871,000 | SH | | SOLE | 0 | 871,000 | 0 | 0 |
STEMLINE THERAPEUTICS INC | COM | 85858C107 | 12,059 | 1,086,400 | SH | | SOLE | 0 | 1,086,400 | 0 | 0 |
SUNESIS PHARMACEUTICALS INC | COM PAR | 867328700 | 25 | 13,099 | SH | | SOLE | 0 | 13,099 | 0 | 0 |
SUNOPTA INC | COM | 8676EP108 | 33,817 | 3,887,000 | SH | | SOLE | 0 | 3,887,000 | 0 | 0 |
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 5,200 | 130,000 | SH | | SOLE | 0 | 130,000 | 0 | 0 |
SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 2,633 | 225,000 | SH | | SOLE | 0 | 225,000 | 0 | 0 |
SYROS PHARMACEUTICALS INC | COM | 87184Q107 | 2,208 | 150,000 | SH | | SOLE | 0 | 150,000 | 0 | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 1,314 | 35,000 | SH | | SOLE | 0 | 35,000 | 0 | 0 |
TERRAFORM GLOBAL INC | CL A | 88104M101 | 760 | 160,000 | SH | | SOLE | 0 | 160,000 | 0 | 0 |
TERRAFORM PWR INC | CL A COM | 88104R100 | 694 | 52,500 | SH | | SOLE | 0 | 52,500 | 0 | 0 |
TESARO INC | COM | 881569107 | 3,357 | 26,000 | SH | | SOLE | 0 | 26,000 | 0 | 0 |
TESLA INC | COM | 88160R101 | 10,233 | 30,000 | SH | | SOLE | 0 | 30,000 | 0 | 0 |
TETRAPHASE PHARMACEUTICALS I | COM | 88165N105 | 3,172 | 463,700 | SH | | SOLE | 0 | 463,700 | 0 | 0 |
THE TRADE DESK INC | COM CL A | 88339J105 | 33,461 | 544,000 | SH | | SOLE | 0 | 544,000 | 0 | 0 |
TRACON PHARMACEUTICALS INC | COM | 89237H100 | 2,835 | 900,000 | SH | | SOLE | 0 | 900,000 | 0 | 0 |
TWILIO INC | CL A | 90138F102 | 13,641 | 457,000 | SH | | SOLE | 0 | 457,000 | 0 | 0 |
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 4,655 | 87,400 | SH | | SOLE | 0 | 87,400 | 0 | 0 |
VENTAS INC | COM | 92276F100 | 456 | 7,000 | SH | | SOLE | 0 | 7,000 | 0 | 0 |
VERACYTE INC | COM | 92337F107 | 18,711 | 2,133,500 | SH | | SOLE | 0 | 2,133,500 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 27,367 | 180,000 | SH | | SOLE | 0 | 180,000 | 0 | 0 |
VOYAGER THERAPEUTICS INC | COM | 92915B106 | 11,560 | 561,425 | SH | | SOLE | 0 | 561,425 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 13,156 | 110,000 | SH | | SOLE | 0 | 110,000 | 0 | 0 |
WABCO HLDGS INC | COM | 92927K102 | 37,829 | 255,600 | SH | | SOLE | 0 | 255,600 | 0 | 0 |
WASTE CONNECTIONS INC | COM | 94106B101 | 29,383 | 420,000 | SH | | SOLE | 0 | 420,000 | 0 | 0 |
WAVE LIFE SCIENCES LTD | SHS | Y95308105 | 9,429 | 433,500 | SH | | SOLE | 0 | 433,500 | 0 | 0 |
WAYFAIR INC | CL A | 94419L101 | 38,081 | 565,000 | SH | | SOLE | 0 | 565,000 | 0 | 0 |
WELLTOWER INC | COM | 95040Q104 | 387 | 5,500 | SH | | SOLE | 0 | 5,500 | 0 | 0 |
WESTPAC BKG CORP | SPONSORED ADR | 961214301 | 820 | 32,500 | SH | | SOLE | 0 | 32,500 | 0 | 0 |
XENCOR INC | COM | 98401F105 | 7,174 | 313,000 | SH | | SOLE | 0 | 313,000 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 59,918 | 884,000 | SH | | SOLE | 0 | 884,000 | 0 | 0 |