Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	CELGENE CORP	702,400	$70.3M	3.9%	$107.65	—	COM	151020104
PANW	PALO ALTO NETWORKS INC	363,500	$59.3M	3.3%	$17.95	+36.9%	COM	697435105
LOW	LOWES COS INC	730,400	$55.33M	3.1%	$50.19	+17.3%	COM	548661107
—	LAM RESEARCH CORP	666,200	$55.03M	3.1%	$71.10	—	COM	512807108
XPO	XPO LOGISTICS INC	1,618,300	$49.68M	2.8%	$13.09	-33.4%	COM	983793100
LEA	LEAR CORP	439,000	$48.8M	2.7%	$78.43	+12.4%	COM NEW	521865204
—	MACQUARIE INFRASTRUCTURE COR	710,555	$47.92M	2.7%	$71.63	—	COM	55608B105
ABBV	ABBVIE INC	826,452	$47.21M	2.6%	$37.77	-1.7%	COM	00287Y109
—	FIVE PRIME THERAPEUTICS INC	1,155,200	$46.94M	2.6%	$20.37	—	COM	33830X104
—	RED HAT INC	621,600	$46.31M	2.6%	$66.30	—	COM	756577102
OPLN	KAR AUCTION SVCS INC	1,203,400	$45.9M	2.6%	$13.34	-0.7%	COM	48238T109
CCI	CROWN CASTLE INTL CORP NEW	524,550	$45.37M	2.5%	$53.68	+4.5%	COM	22822V101
STLD	STEEL DYNAMICS INC	1,515,500	$34.11M	1.9%	$15.15	+1.3%	COM	858119100
COLL	COLLEGIUM PHARMACEUTICAL INC	1,865,278	$33.85M	1.9%	$17.94	+1.3%	COM	19459J104
—	MOBILEYE N V AMSTELVEEN	873,800	$32.58M	1.8%	$45.95	—	ORD SHS	N51488117
—	SPLUNK INC	658,200	$32.21M	1.8%	$62.73	—	COM	848637104
ASML	ASML HOLDING NV	312,700	$31.39M	1.8%	$99.98	—	N Y REGISTRY SHS	N07059210
MGA	MAGNA INTL INC	729,800	$31.35M	1.8%	$36.80	-24.6%	COM	559222401
SYNA	SYNAPTICS INC	390,500	$31.14M	1.7%	$77.26	-1.9%	COM	87157D109
—	CYBERARK SOFTWARE LTD	700,000	$29.84M	1.7%	$58.71	—	SHS	M2682V108
—	SEATTLE GENETICS INC	835,506	$29.32M	1.6%	$41.66	—	COM	812578102
—	QLIK TECHNOLOGIES INC	1,005,800	$29.09M	1.6%	$35.57	—	COM	74733T105
—	CALPINE CORP	1,842,800	$27.95M	1.6%	$17.43	—	COM NEW	131347304
—	ATHENAHEALTH INC	201,200	$27.92M	1.6%	$149.15	—	COM	04685W103
WAB	WABTEC CORP	350,000	$27.75M	1.6%	$78.89	-17.1%	COM	929740108
—	WABCO HLDGS INC	255,600	$27.33M	1.5%	$106.91	—	COM	92927K102
—	INPHI CORP	799,100	$26.64M	1.5%	$14.86	—	COM	45772F107
—	PROOFPOINT INC	492,900	$26.51M	1.5%	$61.50	—	COM	743424103
TSLA	TESLA MTRS INC	110,300	$25.34M	1.4%	$14.02	-6.2%	COM	88160R101
EXR	EXTRA SPACE STORAGE INC	250,000	$23.36M	1.3%	$45.96	+30.5%	COM	30225T102
—	BLUEBIRD BIO INC	539,500	$22.93M	1.3%	$44.15	—	COM	09609G100
—	SUNPOWER CORP	1,000,000	$22.34M	1.2%	$23.61	—	COM	867652406
—	MEDIVATION INC	484,100	$22.26M	1.2%	$52.21	—	COM	58501N101
—	INTEGRATED DEVICE TECHNOLOGY	1,046,700	$21.39M	1.2%	$20.54	—	COM	458118106
—	LOXO ONCOLOGY INC	740,000	$20.23M	1.1%	$22.46	—	COM	548862101
BWA	BORGWARNER INC	492,000	$18.89M	1.1%	$40.29	-36.8%	COM	099724106
CRUS	CIRRUS LOGIC INC	500,000	$18.2M	1.0%	$31.07	+4.3%	COM	172755100
XIFR	NEXTERA ENERGY PARTNERS LP	662,700	$18.02M	1.0%	$26.35	+1.4%	COM UNIT PART IN	65341B106
—	CHICAGO BRIDGE & IRON CO N V	488,400	$17.87M	1.0%	$62.24	—	COM	167250109
STKL	SUNOPTA INC	3,832,600	$17.09M	1.0%	$8.53	-35.9%	COM	8676EP108
—	TABLEAU SOFTWARE INC	372,600	$17.09M	1.0%	$86.50	—	CL A	87336U105
—	8POINT3 ENERGY PARTNERS LP	1,129,996	$16.61M	0.9%	$14.49	—	CL A RPT LTDPT	282539105
—	IMPERVA INC	321,900	$16.26M	0.9%	$67.53	—	COM	45321L100
—	PATTERN ENERGY GROUP INC	851,500	$16.24M	0.9%	$19.95	—	CL A	70338P100
—	DOMTAR CORP	400,000	$16.2M	0.9%	$54.28	—	COM NEW	257559203
—	ABENGOA YIELD PLC	905,000	$16.09M	0.9%	$18.87	—	ORD SHS	G00349103
MGNX	MACROGENICS INC	725,800	$13.61M	0.8%	$30.44	-37.5%	COM	556099109
—	LINEAR TECHNOLOGY CORP	292,600	$13.04M	0.7%	$47.04	—	COM	535678106
AGIO	AGIOS PHARMACEUTICALS INC	300,800	$12.21M	0.7%	$54.04	-20.9%	COM	00847X104
VCYT	VERACYTE INC	2,252,000	$12.16M	0.7%	$10.55	-44.0%	COM	92337F107
CSIQ	CANADIAN SOLAR INC	600,000	$11.57M	0.6%	$23.04	-11.0%	COM	136635109
ORA	ORMAT TECHNOLOGIES INC	280,359	$11.56M	0.6%	$34.17	+1.2%	COM	686688102
—	NOVAVAX INC	2,179,700	$11.25M	0.6%	$5.25	—	COM	670002104
—	ACCELERON PHARMA INC	423,500	$11.18M	0.6%	$30.11	—	COM	00434H108
—	AIRCASTLE LTD	428,600	$9.532M	0.5%	$19.44	—	COM	G0129K104
ACAD	ACADIA PHARMACEUTICALS INC	334,700	$9.358M	0.5%	$25.73	-15.1%	COM	004225108
SUPN	SUPERNUS PHARMACEUTICALS INC	575,000	$8.769M	0.5%	$12.36	+5.6%	COM	868459108
LGND	LIGAND PHARMACEUTICALS INC	80,000	$8.567M	0.5%	$33.50	+81.4%	COM NEW	53220K504
—	DBV TECHNOLOGIES S A	249,600	$8.124M	0.5%	$30.15	—	SPONSORED ADR	23306J101
—	PORTOLA PHARMACEUTICALS INC	393,000	$8.017M	0.4%	$29.33	—	COM	737010108
—	TESARO INC	180,000	$7.925M	0.4%	$43.80	—	COM	881569107
—	ESSA PHARMA INC	2,719,410	$7.826M	0.4%	$2.88	—	COM	29668H104
HASI	HANNON ARMSTRONG SUST INFR C	365,000	$7.015M	0.4%	$10.57	+0.8%	COM	41068X100
FSLR	FIRST SOLAR INC	100,000	$6.847M	0.4%	$67.03	0.0%	COM	336433107
—	KITE PHARMA INC	148,600	$6.822M	0.4%	$56.02	—	COM	49803L109
SRPT	SAREPTA THERAPEUTICS INC	332,300	$6.486M	0.4%	$29.13	-40.0%	COM	803607100
BMRN	BIOMARIN PHARMACEUTICAL INC	75,000	$6.186M	0.3%	$105.18	-22.6%	COM	09061G101
—	CERNER CORP	108,200	$5.73M	0.3%	$61.59	—	COM	156782104
—	CASTLIGHT HEALTH INC	1,708,600	$5.69M	0.3%	$5.51	—	CL B	14862Q100
ALNY	ALNYLAM PHARMACEUTICALS INC	90,000	$5.649M	0.3%	$102.95	-35.4%	COM	02043Q107
RARE	ULTRAGENYX PHARMACEUTICAL IN	87,400	$5.533M	0.3%	$63.50	+3.0%	COM	90400D108
—	SAGE THERAPEUTICS INC	170,000	$5.45M	0.3%	$37.73	—	COM	78667J108
—	GW PHARMACEUTICALS PLC	73,500	$5.303M	0.3%	$96.44	—	ADS	36197T103
NBIX	NEUROCRINE BIOSCIENCES INC	125,000	$4.944M	0.3%	$31.32	+26.7%	COM	64125C109
PRTA	PROTHENA CORP PLC	120,000	$4.939M	0.3%	$56.13	-30.3%	SHS	G72800108
—	DYNAVAX TECHNOLOGIES CORP	250,000	$4.81M	0.3%	$23.32	—	COM NEW	268158201
—	SERES THERAPEUTICS INC	178,200	$4.733M	0.3%	$31.80	—	COM	81750R102
XNCR	XENCOR INC	344,000	$4.616M	0.3%	$16.42	-28.0%	COM	98401F105
TGTX	TG THERAPEUTICS INC	537,600	$4.58M	0.3%	$12.04	-27.3%	COM	88322Q108
—	BLUEPRINT MEDICINES CORP	246,500	$4.449M	0.2%	$24.17	—	COM	09627Y109
—	SPARK THERAPEUTICS INC	150,000	$4.427M	0.2%	$48.86	—	COM	84652J103
—	STEMLINE THERAPEUTICS INC	851,400	$3.968M	0.2%	$15.27	—	COM	85858C107
—	APPLIED GENETIC TECHNOL CORP	279,100	$3.902M	0.2%	$21.22	—	COM	03820J100
—	TRACON PHARMACEUTICALS INC	517,700	$3.619M	0.2%	$9.65	—	COM	89237H100
—	JUNO THERAPEUTICS INC	90,000	$3.428M	0.2%	$43.97	—	COM	48205A109
—	CIDARA THERAPEUTICS INC	264,000	$3.353M	0.2%	$14.81	—	COM	171757107
—	EPIZYME INC	275,000	$3.333M	0.2%	$12.12	—	COM	29428V104
—	CEMPRA INC	184,900	$3.239M	0.2%	$15.04	—	COM	15130J109
CHRS	COHERUS BIOSCIENCES INC	145,000	$3.078M	0.2%	$16.38	0.0%	COM	19249H103
ATRC	ATRICURE INC	180,000	$3.029M	0.2%	$18.85	-6.7%	COM	04963C209
RGEN	REPLIGEN CORP	110,000	$2.95M	0.2%	$24.70	-0.9%	COM	759916109
INCY	INCYTE CORP	40,000	$2.899M	0.2%	$74.53	0.0%	COM	45337C102
—	NATUS MEDICAL INC DEL	75,000	$2.882M	0.2%	$32.62	—	COM	639050103
VRTX	VERTEX PHARMACEUTICALS INC	34,600	$2.75M	0.2%	$120.72	-25.1%	COM	92532F100
INSM	INSMED INC	210,000	$2.661M	0.1%	$19.25	-31.7%	COM PAR $.01	457669307
VYGR	VOYAGER THERAPEUTICS INC	300,000	$2.619M	0.1%	$19.70	—	COM	92915B106
—	GLOBAL BLOOD THERAPEUTICS IN	165,000	$2.617M	0.1%	$33.25	—	COM	37890U108
—	IMMUNE DESIGN CORP	180,000	$2.34M	0.1%	$18.36	—	COM	45252L103
GLPG	GALAPAGOS NV	52,000	$2.175M	0.1%	$41.83	—	SPON ADR	36315X101
QURE	UNIQURE NV	174,900	$2.078M	0.1%	$20.05	-26.3%	SHS	N90064101
—	ZOSANO PHARMA CORP	888,300	$2.043M	0.1%	$9.95	—	COM	98979H103
—	DICERNA PHARMACEUTICALS INC	377,000	$2.021M	0.1%	$16.15	—	COM	253031108
CTMX	CYTOMX THERAPEUTICS INC	150,000	$1.935M	0.1%	$15.18	-8.5%	COM	23284F105
—	PROTEOSTASIS THERAPEUTICS IN	200,000	$1.928M	0.1%	$9.64	—	COM	74373B109
—	ONCOMED PHARMACEUTICALS INC	190,000	$1.921M	0.1%	$23.75	—	COM	68234X102
—	ACCURAY INC	306,200	$1.77M	0.1%	$5.78	—	COM	4397105
—	TANDEM DIABETES CARE INC	156,800	$1.366M	0.1%	$12.77	—	COM	875372104
INFIQ	INFINITY PHARMACEUTICALS INC	246,700	$1.3M	0.1%	$11.57	-47.1%	COM	45665G303
HTGC	HERCULES CAPITAL INC	41,600	$500K	0.0%	$11.21	-0.9%	COM	427096508
—	SPECTRA ENERGY PARTNERS LP	9,609	$462K	0.0%	$45.80	—	COM	84756N109
—	JOHNSON CTLS INC	11,000	$429K	0.0%	$39.79	—	COM	478366107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	16,000	$419K	0.0%	$22.93	—	SPONSORED ADR	874039100
BDN	BRANDYWINE RLTY TR	27,500	$386K	0.0%	$13.37	—	SH BEN INT NEW	105368203
—	BLACKROCK TAX MUNICPAL BD TR	14,450	$332K	0.0%	$20.55	—	SHS	09248X100
—	COLUMBIA PIPELINE PARTNERS L	20,687	$302K	0.0%	$15.53	—	COM UT REPSTG	198281107
—	NRG YIELD INC	20,000	$285K	0.0%	$13.69	—	CL C	62942X405
BEP	BROOKFIELD RENEWABLE ENRGY P	9,300	$279K	0.0%	$27.36	—	PARTNERSHIP UNIT	G16258108
ETN	EATON CORP PLC	4,200	$263K	0.0%	$44.48	-0.6%	SHS	G29183103
WELL	WELLTOWER INC	3,600	$250K	0.0%	$44.36	+0.1%	COM	95040Q104
ABBNY	ABB LTD	12,500	$243K	0.0%	$18.46	—	SPONSORED ADR	000375204
ERIC	ERICSSON	20,500	$206K	0.0%	$9.73	—	ADR B SEK 10	294821608
NSC	NORFOLK SOUTHERN CORP	2,300	$191K	0.0%	$64.57	-4.7%	COM	655844108
—	LIBERTY PPTY TR	5,500	$184K	0.0%	$32.05	—	SH BEN INT	531172104
—	POWERSHARES ETF TR II	5,211	$157K	0.0%	$29.28	—	BUILD AMER ETF	73937B407
—	GOVERNMENT PPTYS INCOME TR	7,000	$125K	0.0%	$16.65	—	COM SHS BEN INT	38376A103
—	BUNGE LIMITED	2,200	$125K	0.0%	$56.82	—	COM	G16962105
—	AMERIGAS PARTNERS L P	2,500	$109K	0.0%	$43.60	—	UNIT L P INT	030975106
—	LEXINGTON REALTY TRUST	12,700	$109K	0.0%	$8.29	—	COM	529043101
SYK	STRYKER CORP	1,000	$107K	0.0%	$86.46	+1.9%	COM	863667101
VTR	VENTAS INC	1,700	$107K	0.0%	$36.67	0.0%	COM	92276F100
—	TESLA MTRS INC	100,000	$91,000	0.0%	$0.91	—	NOTE 0.250% 3/0	88160RAB7
—	NATIONAL INSTRS CORP	2,800	$84,000	0.0%	$28.72	—	COM	636518102
BIP	BROOKFIELD INFRAST PARTNERS	2,000	$84,000	0.0%	$37.73	—	LP INT UNIT	G16252101
—	WESTPAC BKG CORP	2,800	$65,000	0.0%	$21.60	—	SPONSORED ADR	961214301
DLR	DIGITAL RLTY TR INC	650	$58,000	0.0%	$46.22	+24.0%	COM	253868103
—	TERRAFORM PWR INC	4,650	$40,000	0.0%	$14.22	—	CL A COM	88104R100
—	SPECTRA ENERGY CORP	1,000	$31,000	0.0%	$26.15	—	COM	847560109
—	TERRAFORM GLOBAL INC	8,700	$21,000	0.0%	$6.66	—	CL A	88104M101
RMR	RMR GROUP INC	37	$1,000	0.0%	$7.12	+55.5%	CL A	74967R106