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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
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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
AVAV US 7/15/2030 008073AA6 7,811,628 7,916,000 PRN SOLE 2,766,000 0 5,150,000
AKAM US 9/1/2027 00971TAL5 33,877,408 29,005,000 PRN SOLE 29,005,000 0 0
AKAM US 2/15/2029 00971TAN1 19,755,171 17,150,000 PRN SOLE 2,025,000 0 15,125,000
ALRM US 6/1/2029 011642AD7 5,227,076 5,649,000 PRN SOLE 5,649,000 0 0
AMPH US 3/15/2029 03209RAB9 23,622,632 26,026,000 PRN SOLE 17,026,000 0 9,000,000
ARRY US 12/1/2028 04271TAB6 6,691,715 7,369,000 PRN SOLE 7,369,000 0 0
BMRN US 5/15/2027 09061GAK7 3,875,178 4,015,000 PRN SOLE 15,000 0 4,000,000
BL US 6/1/2029 09239BAF6 33,696,273 36,922,000 PRN SOLE 32,172,000 0 4,750,000
BOX US 9/15/2029 10316TAD6 45,329,636 51,181,000 PRN SOLE 32,431,000 0 18,750,000
BBIO US 2/1/2029 10806XAD4 237,113 210,000 PRN SOLE 210,000 0 0
BBIO US 3/1/2031 10806XAJ1 212,484 125,000 PRN SOLE 0 0 125,000
CMS US 5/1/2028 125896BX7 15,178,770 13,390,000 PRN SOLE 13,390,000 0 0
CNP US 8/15/2026 15189TBD8 4,345,824 3,662,000 PRN SOLE 3,662,000 0 0
CAKE US 3/15/2030 163072AC5 4,096,620 6,000,000 PRN SOLE 0 0 6,000,000
COGT US 11/15/2031 19240QAA0 3,279,922 4,625,000 PRN SOLE 0 0 4,625,000
COLL US 2/15/2029 19459JAC8 2,474,743 4,125,000 PRN SOLE 0 0 4,125,000
DDOG US 12/1/2029 23804LAD5 29,397,823 30,305,000 PRN SOLE 25,305,000 0 5,000,000
DBX US 3/1/2028 26210CAD6 19,915,259 22,397,000 PRN SOLE 18,397,000 0 4,000,000
NVST US 8/15/2028 29415FAD6 25,406,929 25,419,000 PRN SOLE 25,419,000 0 0
FLR US 8/15/2029 343412AJ1 3,364,182 4,195,000 PRN SOLE 1,445,000 0 2,750,000
GPN US 3/1/2031 37940XAU6 26,726,727 32,113,000 PRN SOLE 11,163,000 0 20,950,000
GBX US 4/15/2028 393657AM3 33,016,638 28,469,000 PRN SOLE 23,469,000 0 5,000,000
GWRE US 11/1/2029 40171VAC4 30,266,505 32,234,000 PRN SOLE 27,234,000 0 5,000,000
HAE US 6/1/2029 405024AD2 34,807,620 38,253,000 PRN SOLE 23,503,000 0 14,750,000
IMCR US 2/1/2030 45258DAB1 2,160,012 4,150,000 PRN SOLE 150,000 0 4,000,000
ITRI US 7/15/2030 465741AQ9 34,376,084 35,995,000 PRN SOLE 26,745,000 0 9,250,000
JAZZ US 9/15/2030 472145AH4 5,677,640 5,500,000 PRN SOLE 0 0 5,500,000
LCII US 3/1/2030 501812AD3 9,925,116 8,200,000 PRN SOLE 2,200,000 0 6,000,000
LNTH US 12/15/2027 516544AB9 17,351,327 14,437,000 PRN SOLE 14,312,000 0 125,000
LMAT US 2/1/2030 525558AB8 21,216,686 19,835,000 PRN SOLE 15,835,000 0 4,000,000
LIVN US 3/15/2029 53802LAB8 30,500,052 27,603,000 PRN SOLE 23,178,000 0 4,425,000
LYV US 1/15/2030 538034BC2 4,449,361 4,600,000 PRN SOLE 0 0 4,600,000
LYFT US 3/1/2029 55087PAD6 19,739,169 19,420,000 PRN SOLE 9,920,000 0 9,500,000
MTH US 5/15/2028 59001ABF8 32,900,355 33,972,000 PRN SOLE 17,972,000 0 16,000,000
MCHP US 6/1/2030 595017BG8 27,714,606 27,869,000 PRN SOLE 27,869,000 0 0
NTNX US 12/15/2029 67059NAK4 2,496,725 4,000,000 PRN SOLE 0 0 4,000,000
OMCL US 12/1/2029 68213NAF6 17,253,301 19,126,000 PRN SOLE 10,126,000 0 9,000,000
ON US 3/1/2029 682189AU9 32,015,952 32,595,000 PRN SOLE 18,595,000 0 14,000,000
PCG US 12/1/2027 69331CAL2 35,547,420 34,085,000 PRN SOLE 20,085,000 0 14,000,000
PPL US 3/15/2028 69352PAS2 10,883,761 9,249,000 PRN SOLE 9,249,000 0 0
PCRX US 5/15/2029 695127AJ9 7,017,410 7,219,000 PRN SOLE 5,219,000 0 2,000,000
PSN US 3/1/2029 70202LAD4 27,974,740 29,685,000 PRN SOLE 20,685,000 0 9,000,000
POST US 8/15/2027 737446AT1 2,693,713 4,000,000 PRN SOLE 0 0 4,000,000
PRGS US 3/1/2030 743312AD2 22,187,860 26,021,000 PRN SOLE 20,521,000 0 5,500,000
RGEN US 12/15/2028 759916AD1 22,112,378 24,481,000 PRN SOLE 19,731,000 0 4,750,000
FOUR US 8/1/2027 82452JAD1 29,509,431 31,386,000 PRN SOLE 17,386,000 0 14,000,000
SO US 6/15/2027 842587DZ7 4,460,120 4,500,000 PRN SOLE 0 0 4,500,000
SPB US 6/1/2029 84762LAZ8 9,185,952 9,290,000 PRN SOLE 290,000 0 9,000,000
SYNA US 12/1/2031 87157DAJ8 36,151,777 34,325,000 PRN SOLE 28,200,000 0 6,125,000
TTEK US 8/15/2028 88162GAB9 3,056,189 4,884,000 PRN SOLE 384,000 0 4,500,000
VSH US 9/15/2030 928298AR9 39,561,775 41,311,000 PRN SOLE 20,811,000 0 20,500,000
WEC US 6/1/2027 92939UAP1 1,815,840 3,000,000 PRN SOLE 0 0 3,000,000
WGO US 1/15/2030 974637AF7 23,994,041 26,517,000 PRN SOLE 7,817,000 0 18,700,000
WKC US 7/1/2028 98149GAB6 5,983,630 7,174,000 PRN SOLE 2,674,000 0 4,500,000