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 | 20,078 | 1,479,600 | SH | | SOLE | | 1,479,600 | 0 | 0 |
ABB LTD | SPONSORED ADR | 000375204 | 1,182 | 50,500 | SH | | SOLE | | 50,500 | 0 | 0 |
ABBVIE INC | COM | 00287Y109 | 36,183 | 555,300 | SH | | SOLE | | 555,300 | 0 | 0 |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 11,507 | 334,700 | SH | | SOLE | | 334,700 | 0 | 0 |
ACCELERON PHARMA INC | COM | 00434H108 | 17,309 | 653,900 | SH | | SOLE | | 653,900 | 0 | 0 |
ACCURAY INC | COM | 004397105 | 1,454 | 306,200 | SH | | SOLE | | 306,200 | 0 | 0 |
ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 2,526 | 600,000 | SH | | SOLE | | 600,000 | 0 | 0 |
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 4,175 | 140,000 | SH | | SOLE | | 140,000 | 0 | 0 |
ACUITY BRANDS INC | COM | 00508Y102 | 20,604 | 101,000 | SH | | SOLE | | 101,000 | 0 | 0 |
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 17,567 | 300,800 | SH | | SOLE | | 300,800 | 0 | 0 |
AIMMUNE THERAPEUTICS INC | COM | 00900T107 | 6,736 | 310,000 | SH | | SOLE | | 310,000 | 0 | 0 |
AIRCASTLE LTD | COM | G0129K104 | 10,342 | 428,600 | SH | | SOLE | | 428,600 | 0 | 0 |
ALDER BIOPHARMACEUTICALS INC | COM | 014339105 | 1,643 | 79,000 | SH | | SOLE | | 79,000 | 0 | 0 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 4,613 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
APPLIED GENETIC TECHNOL CORP | COM | 03820J100 | 1,270 | 184,100 | SH | | SOLE | | 184,100 | 0 | 0 |
AQUINOX PHARMACEUTICALS INC | COM | 03842B101 | 2,921 | 175,000 | SH | | SOLE | | 175,000 | 0 | 0 |
ARROW ELECTRS INC | COM | 042735100 | 21,656 | 295,000 | SH | | SOLE | | 295,000 | 0 | 0 |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 6,891 | 246,100 | SH | | SOLE | | 246,100 | 0 | 0 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 26,560 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
ATHENAHEALTH INC | COM | 04685W103 | 5,770 | 51,200 | SH | | SOLE | | 51,200 | 0 | 0 |
ATLANTICA YIELD PLC | SHS | G0751N103 | 19,346 | 923,000 | SH | | SOLE | | 923,000 | 0 | 0 |
ATRICURE INC | COM | 04963C209 | 3,447 | 180,000 | SH | | SOLE | | 180,000 | 0 | 0 |
AUDENTES THERAPEUTICS INC | COM | 05070R104 | 3,834 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
AVEXIS INC | COM | 05366U100 | 6,158 | 81,000 | SH | | SOLE | | 81,000 | 0 | 0 |
BELLICUM PHARMACEUTICALS INC | COM | 079481107 | 1,604 | 130,000 | SH | | SOLE | | 130,000 | 0 | 0 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 6,584 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
BLUEBIRD BIO INC | COM | 09609G100 | 51,786 | 569,700 | SH | | SOLE | | 569,700 | 0 | 0 |
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 10,597 | 265,000 | SH | | SOLE | | 265,000 | 0 | 0 |
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 982 | 60,500 | SH | | SOLE | | 60,500 | 0 | 0 |
BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | G16258108 | 1,323 | 44,500 | SH | | SOLE | | 44,500 | 0 | 0 |
BUNGE LIMITED | COM | G16962105 | 674 | 8,500 | SH | | SOLE | | 8,500 | 0 | 0 |
CELGENE CORP | COM | 151020104 | 37,988 | 305,300 | SH | | SOLE | | 305,300 | 0 | 0 |
CERNER CORP | COM | 156782104 | 6,368 | 108,200 | SH | | SOLE | | 108,200 | 0 | 0 |
CIDARA THERAPEUTICS INC | COM | 171757107 | 2,059 | 264,000 | SH | | SOLE | | 264,000 | 0 | 0 |
CIRRUS LOGIC INC | COM | 172755100 | 22,455 | 370,000 | SH | | SOLE | | 370,000 | 0 | 0 |
COHERUS BIOSCIENCES INC | COM | 19249H103 | 3,067 | 145,000 | SH | | SOLE | | 145,000 | 0 | 0 |
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 21,665 | 2,153,612 | SH | | SOLE | | 2,153,612 | 0 | 0 |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 29,119 | 308,300 | SH | | SOLE | | 308,300 | 0 | 0 |
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 27,979 | 550,000 | SH | | SOLE | | 550,000 | 0 | 0 |
CYTOMX THERAPEUTICS INC | COM | 23284F105 | 2,591 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
DBV TECHNOLOGIES S A | SPONSORED ADR | 23306J101 | 7,854 | 223,000 | SH | | SOLE | | 223,000 | 0 | 0 |
DICERNA PHARMACEUTICALS INC | COM | 253031108 | 1,282 | 377,000 | SH | | SOLE | | 377,000 | 0 | 0 |
EATON CORP PLC | SHS | G29183103 | 482 | 6,500 | SH | | SOLE | | 6,500 | 0 | 0 |
EPIZYME INC | COM | 29428V104 | 4,716 | 275,000 | SH | | SOLE | | 275,000 | 0 | 0 |
ERICSSON | ADR B SEK 10 | 294821608 | 392 | 59,000 | SH | | SOLE | | 59,000 | 0 | 0 |
ESSA PHARMA INC | COM | 29668H104 | 7,411 | 2,719,410 | SH | | SOLE | | 2,719,410 | 0 | 0 |
EXTRA SPACE STORAGE INC | COM | 30225T102 | 6,063 | 81,500 | SH | | SOLE | | 81,500 | 0 | 0 |
FIRST HAWAIIAN INC | COM | 32051X108 | 718 | 24,000 | SH | | SOLE | | 24,000 | 0 | 0 |
FIVE PRIME THERAPEUTICS INC | COM | 33830X104 | 21,726 | 601,000 | SH | | SOLE | | 601,000 | 0 | 0 |
GALAPAGOS NV | SPON ADR | 36315X101 | 4,482 | 52,000 | SH | | SOLE | | 52,000 | 0 | 0 |
GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 6,080 | 165,000 | SH | | SOLE | | 165,000 | 0 | 0 |
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 7,680 | 63,500 | SH | | SOLE | | 63,500 | 0 | 0 |
HANNON ARMSTRONG SUST INFR C | COM | 41068X100 | 14,221 | 704,000 | SH | | SOLE | | 704,000 | 0 | 0 |
HERCULES CAPITAL INC | COM | 427096508 | 1,513 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
HONDA MOTOR LTD | AMERN SHS | 438128308 | 908 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 5,347 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
INPHI CORP | COM | 45772F107 | 27,095 | 555,000 | SH | | SOLE | | 555,000 | 0 | 0 |
INSTRUCTURE INC | COM | 45781U103 | 15,678 | 670,000 | SH | | SOLE | | 670,000 | 0 | 0 |
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 24,775 | 1,046,700 | SH | | SOLE | | 1,046,700 | 0 | 0 |
JOHNSON CTLS INTL PLC | SHS | G51502105 | 1,243 | 29,500 | SH | | SOLE | | 29,500 | 0 | 0 |
JUNO THERAPEUTICS INC | COM | 48205A109 | 1,997 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
KALVISTA PHARMACEUTICALS INC | COM | 483497103 | 766 | 98,100 | SH | | SOLE | | 98,100 | 0 | 0 |
KAR AUCTION SVCS INC | COM | 48238T109 | 39,303 | 900,000 | SH | | SOLE | | 900,000 | 0 | 0 |
KITE PHARMA INC | COM | 49803L109 | 10,047 | 128,000 | SH | | SOLE | | 128,000 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 42,038 | 327,500 | SH | | SOLE | | 327,500 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 26,051 | 184,000 | SH | | SOLE | | 184,000 | 0 | 0 |
LEXINGTON REALTY TRUST | COM | 529043101 | 384 | 38,500 | SH | | SOLE | | 38,500 | 0 | 0 |
LIBERTY PPTY TR | SH BEN INT | 531172104 | 463 | 12,000 | SH | | SOLE | | 12,000 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 46,449 | 565,000 | SH | | SOLE | | 565,000 | 0 | 0 |
LOXO ONCOLOGY INC | COM | 548862101 | 24,364 | 579,000 | SH | | SOLE | | 579,000 | 0 | 0 |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 58,155 | 721,700 | SH | | SOLE | | 721,700 | 0 | 0 |
MACROGENICS INC | COM | 556099109 | 2,734 | 147,000 | SH | | SOLE | | 147,000 | 0 | 0 |
MAGNA INTL INC | COM | 559222401 | 25,909 | 600,300 | SH | | SOLE | | 600,300 | 0 | 0 |
MASONITE INTL CORP NEW | COM | 575385109 | 24,568 | 310,000 | SH | | SOLE | | 310,000 | 0 | 0 |
MYOVANT SCIENCES LTD | COM | G637AM102 | 3,463 | 295,000 | SH | | SOLE | | 295,000 | 0 | 0 |
NATUS MEDICAL INC DEL | COM | 639050103 | 2,944 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 5,413 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 25,990 | 784,500 | SH | | SOLE | | 784,500 | 0 | 0 |
NRG YIELD INC | CL C | 62942X405 | 1,239 | 70,000 | SH | | SOLE | | 70,000 | 0 | 0 |
PALO ALTO NETWORKS INC | COM | 697435105 | 7,324 | 65,000 | SH | | SOLE | | 65,000 | 0 | 0 |
PATTERN ENERGY GROUP INC | CL A | 70338P100 | 17,916 | 890,000 | SH | | SOLE | | 890,000 | 0 | 0 |
PROOFPOINT INC | COM | 743424103 | 23,795 | 320,000 | SH | | SOLE | | 320,000 | 0 | 0 |
PROTEOSTASIS THERAPEUTICS IN | COM | 74373B109 | 845 | 108,000 | SH | | SOLE | | 108,000 | 0 | 0 |
PROTHENA CORP PLC | SHS | G72800108 | 6,695 | 120,000 | SH | | SOLE | | 120,000 | 0 | 0 |
REPLIGEN CORP | COM | 759916109 | 3,872 | 110,000 | SH | | SOLE | | 110,000 | 0 | 0 |
ROLLINS INC | COM | 775711104 | 21,907 | 590,000 | SH | | SOLE | | 590,000 | 0 | 0 |
SAGE THERAPEUTICS INC | COM | 78667J108 | 5,757 | 81,000 | SH | | SOLE | | 81,000 | 0 | 0 |
SEATTLE GENETICS INC | COM | 812578102 | 33,002 | 525,000 | SH | | SOLE | | 525,000 | 0 | 0 |
SNAP ON INC | COM | 833034101 | 26,987 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
SPARK THERAPEUTICS INC | COM | 84652J103 | 8,001 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
SPECTRA ENERGY PARTNERS LP | COM | 84756N109 | 1,659 | 38,000 | SH | | SOLE | | 38,000 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 31,145 | 500,000 | SH | | SOLE | | 500,000 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 33,022 | 950,000 | SH | | SOLE | | 950,000 | 0 | 0 |
STEMLINE THERAPEUTICS INC | COM | 85858C107 | 9,289 | 1,086,400 | SH | | SOLE | | 1,086,400 | 0 | 0 |
SUNOPTA INC | COM | 8676EP108 | 27,015 | 3,887,000 | SH | | SOLE | | 3,887,000 | 0 | 0 |
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 11,581 | 370,000 | SH | | SOLE | | 370,000 | 0 | 0 |
SYROS PHARMACEUTICALS INC | COM | 87184Q107 | 2,390 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 1,412 | 43,000 | SH | | SOLE | | 43,000 | 0 | 0 |
TERRAFORM GLOBAL INC | CL A | 88104M101 | 600 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
TERRAFORM PWR INC | CL A COM | 88104R100 | 136 | 11,000 | SH | | SOLE | | 11,000 | 0 | 0 |
TESARO INC | COM | 881569107 | 4,001 | 26,000 | SH | | SOLE | | 26,000 | 0 | 0 |
TESLA INC | COM | 88160R101 | 11,132 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
TETRAPHASE PHARMACEUTICALS I | COM | 88165N105 | 5,514 | 600,000 | SH | | SOLE | | 600,000 | 0 | 0 |
TIGENIX | SPONSORED ADS | 88675R109 | 1,560 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
TRACON PHARMACEUTICALS INC | COM | 89237H100 | 3,375 | 900,000 | SH | | SOLE | | 900,000 | 0 | 0 |
TWILIO INC | CL A | 90138F102 | 19,199 | 665,000 | SH | | SOLE | | 665,000 | 0 | 0 |
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 5,924 | 87,400 | SH | | SOLE | | 87,400 | 0 | 0 |
VENTAS INC | COM | 92276F100 | 455 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
VERACYTE INC | COM | 92337F107 | 19,586 | 2,133,500 | SH | | SOLE | | 2,133,500 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 3,784 | 34,600 | SH | | SOLE | | 34,600 | 0 | 0 |
VOYAGER THERAPEUTICS INC | COM | 92915B106 | 3,972 | 300,000 | SH | | SOLE | | 300,000 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 13,253 | 110,000 | SH | | SOLE | | 110,000 | 0 | 0 |
WABCO HLDGS INC | COM | 92927K102 | 30,013 | 255,600 | SH | | SOLE | | 255,600 | 0 | 0 |
WASTE CONNECTIONS INC | COM | 94106B101 | 15,439 | 175,000 | SH | | SOLE | | 175,000 | 0 | 0 |
WATSCO INC | COM | 942622200 | 12,886 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
WAVE LIFE SCIENCES LTD | SHS | Y95308105 | 11,921 | 433,500 | SH | | SOLE | | 433,500 | 0 | 0 |
WAYFAIR INC | CL A | 94419L101 | 28,303 | 699,000 | SH | | SOLE | | 699,000 | 0 | 0 |
WELLTOWER INC | COM | 95040Q104 | 390 | 5,500 | SH | | SOLE | | 5,500 | 0 | 0 |
WESTPAC BKG CORP | SPONSORED ADR | 961214301 | 548 | 20,500 | SH | | SOLE | | 20,500 | 0 | 0 |
XENCOR INC | COM | 98401F105 | 8,228 | 344,000 | SH | | SOLE | | 344,000 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 54,116 | 1,130,000 | SH | | SOLE | | 1,130,000 | 0 | 0 |